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United Financial Planning Group’s Truist Financial TFC Stock Holding History

United Financial Planning Group’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 		$5.23K Hold
105
– – ﹤0.01% 361
2026
Q1 		$4.83K Buy
+105
New +$5.19K ﹤0.01% 323

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

United Financial Planning Group's TFC Position: Q2 2026 in Review

United Financial Planning Group held its Truist Financial (TFC) position steady in Q2 2026 at 105 shares worth $5.23K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

United Financial Planning Group first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • United Financial Planning Group held 105 shares of Truist Financial worth $5.23K as of Q2 2026.
  • United Financial Planning Group left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #361 holding.
  • United Financial Planning Group first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.