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 Q3	$239K	Sell	5,168 -8	-0.2%	-$406	0.08%	51
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

TradeWell Securities's TFC Position: Q3 2026 in Review

TradeWell Securities reduced its Truist Financial (TFC) stake by 0.15% in Q3 2026, selling an estimated $406 and leaving 5,168 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #51.

TradeWell Securities first reported a position in TFC in Q4 2024 and has held it in 8 quarters since. The position peaked at $258K in Q2 2026. 1,004 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

TradeWell Securities held 5,168 shares of Truist Financial worth $239K as of Q3 2026.
TradeWell Securities sold 8 Truist Financial shares in Q3 2026, an estimated $406.
Truist Financial made up 0.08% of TradeWell Securities's portfolio in Q3 2026, its #51 holding.
TradeWell Securities first reported a position in Truist Financial in Q4 2024 and has held it in 8 quarters since.
TradeWell Securities's Truist Financial position peaked at $258K in Q2 2026.
1,004 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on TradeWell Securities's 13F filing for Q3 2026, filed 21 Oct 2026.