VERPA
TFC icon

Virginia Estate & Retirement Planning Advisors’s Truist Financial TFC Stock Holding History

Virginia Estate & Retirement Planning 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
Q2 		$13.4K Hold
268
– – 0.02% 110
2026
Q1 		$12.3K Buy
+268
New +$13.2K 0.02% 87

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

Virginia Estate & Retirement Planning Advisors's TFC Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its Truist Financial (TFC) position steady in Q2 2026 at 268 shares worth $13.4K. The position accounts for 0.02% of the portfolio, ranked #110.

Virginia Estate & Retirement Planning Advisors first reported a position in TFC in Q1 2026 and has held it in 2 quarters since. 1,686 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 268 shares of Truist Financial worth $13.4K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #110 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Truist Financial in Q1 2026 and has held it in 2 quarters since.
  • 1,686 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.