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Twin Peaks Wealth Advisors’s Truist Financial TFC Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$38.9K Buy
+847
New +$41.9K 0.01% 493
2025
Q3 		– Sell
-815
Closed -$35.9K – 1917
2025
Q2 		$35.9K Buy
+815
New +$31.9K 0.01% 423

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Twin Peaks Wealth Advisors's TFC Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Truist Financial (TFC) in Q1 2026: 847 shares worth $38.9K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in TFC as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in TFC in Q2 2025 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Twin Peaks Wealth Advisors held 847 shares of Truist Financial worth $38.9K as of Q1 2026.
  • Truist Financial was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Truist Financial made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #493 holding.
  • Twin Peaks Wealth Advisors first reported a position in Truist Financial in Q2 2025 and has held it in 2 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.