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Wealth Enhancement Trust Services’s Truist Financial TFC Stock Holding History

Wealth Enhancement Trust Services’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 		$64.5K Hold
1,295
– – 0.01% 445
2026
Q1 		$59.5K Hold
1,295
– – 0.01% 428
2025
Q4 		$63.7K Buy
+1,295
New +$59.6K 0.01% 399

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealth Enhancement Trust Services's TFC Position: Q2 2026 in Review

Wealth Enhancement Trust Services held its Truist Financial (TFC) position steady in Q2 2026 at 1,295 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #445.

Wealth Enhancement Trust Services first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,295 shares of Truist Financial worth $64.5K as of Q2 2026.
  • Wealth Enhancement Trust Services left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #445 holding.
  • Wealth Enhancement Trust Services first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 1,369 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.