XPN
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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
Q2 		$285K Buy
+5,726
New +$282K 0.04% 291

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
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
WG
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

XY Planning Network's TFC Position: Q2 2026 in Review

XY Planning Network opened a new position in Truist Financial (TFC) in Q2 2026: 5,726 shares worth $285K. The stake represents 0.04% of the portfolio and ranks #291 among its holdings.

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

  • XY Planning Network held 5,726 shares of Truist Financial worth $285K as of Q2 2026.
  • Truist Financial was a new XY Planning Network position in Q2 2026.
  • Truist Financial made up 0.04% of XY Planning Network's portfolio in Q2 2026, its #291 holding.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.