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Twin City Private Wealth’s Truist Financial TFC Stock Holding History

Twin City Private Wealth’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 		$1.76M Buy
35,303
+640
+2% +$31.5K 1.23% 27
2026
Q1 		$1.59M Buy
34,663
+2,125
+7% +$105K 1.21% 34
2025
Q4 		$1.6M Sell
32,538
-1,217
-4% -$56K 1.21% 30
2025
Q3 		$1.54M Buy
33,755
+4,468
+15% +$201K 1.2% 31
2025
Q2 		$1.26M Sell
29,287
-10,228
-26% -$400K 1.03% 36
2025
Q1 		$1.63M Buy
39,515
+3,039
+8% +$135K 1.43% 25
2024
Q4 		$1.58M Buy
36,476
+826
+2% +$36.9K 1.4% 26
2024
Q3 		$1.52M Sell
35,650
-3,820
-10% -$161K 1.32% 35
2024
Q2 		$1.53M Buy
39,470
+2,424
+7% +$91.6K 1.45% 30
2024
Q1 		$1.44M Buy
+37,046
New +$1.36M 1.42% 29

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

Twin City Private Wealth's TFC Position: Q2 2026 in Review

Twin City Private Wealth increased its Truist Financial (TFC) stake by 1.8% in Q2 2026, buying an estimated $31.5K and bringing the position to 35,303 shares worth $1.76M. The position accounts for 1.23% of the portfolio, ranked #27.

Twin City Private Wealth first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Twin City Private Wealth held 35,303 shares of Truist Financial worth $1.76M as of Q2 2026.
  • Twin City Private Wealth bought 640 Truist Financial shares in Q2 2026, an estimated $31.5K.
  • Truist Financial made up 1.23% of Twin City Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Twin City Private Wealth first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Twin City Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.