Planning Strategies Inc.’s Truist Financial TFC Stock Holding History

Planning Strategies Inc.’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	$84.2K	Buy	+1,690	New	+$83.1K	0.05%	117

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Planning Strategies Inc.'s TFC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Truist Financial (TFC) in Q2 2026: 1,690 shares worth $84.2K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings.

601 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Planning Strategies Inc. held 1,690 shares of Truist Financial worth $84.2K as of Q2 2026.
Truist Financial was a new Planning Strategies Inc. position in Q2 2026.
Truist Financial made up 0.05% of Planning Strategies Inc.'s portfolio in Q2 2026, its #117 holding.
601 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.