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Triad Wealth Partners’s Truist Financial TFC Stock Holding History

Triad Wealth Partners’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 		$282K Buy
+5,433
New +$267K 0.02% 461
2024
Q3 		– Sell
-165
Closed -$6.41K – 818
2024
Q2 		$6.41K Buy
+165
New +$6.23K ﹤0.01% 519

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 $3.38T AUM 44.17% 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

Triad Wealth Partners's TFC Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Truist Financial (TFC) in Q2 2026: 5,433 shares worth $282K. The stake represents 0.02% of the portfolio and ranks #461 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in TFC as recently as Q2 2024.

Triad Wealth Partners first reported a position in TFC in Q2 2024 and has held it in 2 quarters since. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Triad Wealth Partners held 5,433 shares of Truist Financial worth $282K as of Q2 2026.
  • Truist Financial was a new Triad Wealth Partners position in Q2 2026.
  • Truist Financial made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #461 holding.
  • Triad Wealth Partners first reported a position in Truist Financial in Q2 2024 and has held it in 2 quarters since.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.