XY Planning Network
TFC icon

XY Planning Network’s Truist Financial TFC Stock Holding History

XY Planning Network’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
Q3 		$269K Buy
5,819
+93
+2% +$4.72K 0.03% 337
2026
Q2 		$285K Buy
+5,726
New +$282K 0.04% 291

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

XY Planning Network's TFC Position: Q3 2026 in Review

XY Planning Network increased its Truist Financial (TFC) stake by 1.6% in Q3 2026, buying an estimated $4.72K and bringing the position to 5,819 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #337.

XY Planning Network first reported a position in TFC in Q2 2026 and has held it in 2 quarters since. The position peaked at $285K in Q2 2026. 652 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • XY Planning Network held 5,819 shares of Truist Financial worth $269K as of Q3 2026.
  • XY Planning Network bought 93 Truist Financial shares in Q3 2026, an estimated $4.72K.
  • Truist Financial made up 0.03% of XY Planning Network's portfolio in Q3 2026, its #337 holding.
  • XY Planning Network first reported a position in Truist Financial in Q2 2026 and has held it in 2 quarters since.
  • XY Planning Network's Truist Financial position peaked at $285K in Q2 2026.
  • 652 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.