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Total Wealth Planning & Management’s Truist Financial TFC Stock Holding History

Total Wealth Planning & Management’s Portfolio TFC Stock Details TFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$423K Hold
8,500
– – 0.29% 121
2026
Q1 		$391K Buy
8,500
+300
+4% +$14.8K 0.29% 116
2025
Q4 		$404K Buy
+8,200
New +$378K 0.3% 109
2025
Q2 		$335K Buy
7,800
+300
+4% +$11.7K 0.27% 137
2025
Q1 		$309K Hold
7,500
– – 0.29% 132
2024
Q4 		$325K Buy
+7,500
New +$335K 0.3% 113

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Total Wealth Planning & Management's TFC Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its Truist Financial (TFC) stake by 5.9% in Q2 2026, selling an estimated $26.4K and leaving 8,500 shares worth $423K. The position accounts for 0.29% of the portfolio, ranked #120.

Total Wealth Planning & Management first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $430K in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Total Wealth Planning & Management held 8,500 shares of Truist Financial worth $423K as of Q2 2026.
  • Total Wealth Planning & Management sold 536 Truist Financial shares in Q2 2026, an estimated $26.4K.
  • Truist Financial made up 0.29% of Total Wealth Planning & Management's portfolio in Q2 2026, its #120 holding.
  • Total Wealth Planning & Management first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Truist Financial position peaked at $430K in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.