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True Wealth Design’s Truist Financial TFC Stock Holding History

True Wealth Design’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 		$46.9K Buy
941
+332
+55% +$16.3K 0.01% 511
2026
Q1 		$28K Buy
609
+130
+27% +$6.42K 0.01% 585
2025
Q4 		$23.6K Sell
479
-15
-3% -$691 0.01% 557
2025
Q3 		$22.6K Buy
494
+380
+333% +$17.1K 0.01% 563
2025
Q2 		$4.88K Sell
114
-8
-7% -$313 ﹤0.01% 814
2025
Q1 		$5K Sell
122
-1,110
-90% -$49.5K ﹤0.01% 689
2024
Q4 		$53.4K Buy
1,232
+32
+3% +$1.43K 0.02% 153
2024
Q3 		$51.3K Buy
+1,200
New +$50.7K 0.02% 142
2023
Q2 		– Sell
-225
Closed -$7.67K – 863
2023
Q1 		$7.67K Buy
+225
New +$9.82K ﹤0.01% 256

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

True Wealth Design's TFC Position: Q2 2026 in Review

True Wealth Design increased its Truist Financial (TFC) stake by 55% in Q2 2026, buying an estimated $16.3K and bringing the position to 941 shares worth $46.9K. The position accounts for 0.01% of the portfolio, ranked #511.

True Wealth Design first reported a position in TFC in Q1 2023 and has held it in 9 quarters since. The position peaked at $53.4K in Q4 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • True Wealth Design held 941 shares of Truist Financial worth $46.9K as of Q2 2026.
  • True Wealth Design bought 332 Truist Financial shares in Q2 2026, an estimated $16.3K.
  • Truist Financial made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #511 holding.
  • True Wealth Design first reported a position in Truist Financial in Q1 2023 and has held it in 9 quarters since.
  • True Wealth Design's Truist Financial position peaked at $53.4K in Q4 2024.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.