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TradeWell Securities’s Truist Financial TFC Stock Holding History

TradeWell Securities’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 		$258K Buy
5,176
+31
+0.6% +$1.52K 0.09% 50
2026
Q1 		$237K Buy
5,145
+29
+0.6% +$1.43K 0.1% 48
2025
Q4 		$252K Buy
5,116
+31
+0.6% +$1.43K 0.1% 42
2025
Q3 		$232K Sell
5,085
-118
-2% -$5.32K 0.1% 44
2025
Q2 		$224K Buy
5,203
+54
+1% +$2.11K 0.11% 43
2025
Q1 		$212K Sell
5,149
-162
-3% -$7.22K 0.12% 41
2024
Q4 		$230K Buy
+5,311
New +$237K 0.12% 35

Other funds holding TFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

TradeWell Securities's TFC Position: Q2 2026 in Review

TradeWell Securities increased its Truist Financial (TFC) stake by 0.6% in Q2 2026, buying an estimated $1.52K and bringing the position to 5,176 shares worth $258K. The position accounts for 0.09% of the portfolio, ranked #50.

TradeWell Securities first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 763 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • TradeWell Securities held 5,176 shares of Truist Financial worth $258K as of Q2 2026.
  • TradeWell Securities bought 31 Truist Financial shares in Q2 2026, an estimated $1.52K.
  • Truist Financial made up 0.09% of TradeWell Securities's portfolio in Q2 2026, its #50 holding.
  • TradeWell Securities first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 763 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on TradeWell Securities's 13F filing for Q2 2026, filed 28 Jul 2026.