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Wealth Science Advisors’s Truist Financial TFC Stock Holding History

Wealth Science 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 		– Sell
-9,015
Closed -$444K – 192
2026
Q1 		$444K Hold
9,015
– – 0.25% 41
2025
Q4 		$444K Buy
+9,015
New +$415K 0.26% 41

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Wealth Science Advisors's TFC Position: Q2 2026 in Review

Wealth Science Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 9,015 shares — an estimated $444K sold.

Wealth Science Advisors first reported a position in TFC in Q4 2025 and held it in 2 quarters. The position peaked at $444K in Q1 2026. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wealth Science Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Wealth Science Advisors sold 9,015 Truist Financial shares in Q2 2026, an estimated $444K.
  • Wealth Science Advisors first reported a position in Truist Financial in Q4 2025 and held it in 2 quarters.
  • Wealth Science Advisors's Truist Financial position peaked at $444K in Q1 2026.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wealth Science Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.