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180 Wealth Advisors’s Truist Financial TFC Stock Holding History

180 Wealth 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 		$218K Sell
4,369
-252
-5% -$12.4K 0.02% 451
2026
Q1 		$212K Buy
4,621
+362
+8% +$17.9K 0.02% 439
2025
Q4 		$210K Buy
+4,259
New +$196K 0.02% 442
2023
Q1 		– Sell
-6,278
Closed -$307K – 385
2022
Q4 		$307K Sell
6,278
-3,541
-36% -$155K 0.07% 261
2022
Q3 		$428K Sell
9,819
-258
-3% -$12.4K 0.12% 166
2022
Q2 		$486K Buy
10,077
+1,162
+13% +$57.3K 0.12% 159
2022
Q1 		$464K Buy
8,915
+67
+0.8% +$4.14K 0.1% 186
2021
Q4 		$544K Sell
8,848
-328
-4% -$20K 0.12% 162
2021
Q3 		$563K Buy
9,176
+96
+1% +$5.36K 0.12% 155
2021
Q2 		$526K Buy
9,080
+401
+5% +$23.6K 0.12% 162
2021
Q1 		$528K Buy
8,679
+354
+4% +$19.4K 0.13% 152
2020
Q4 		$434K Buy
8,325
+3,019
+57% +$137K 0.13% 169
2020
Q3 		$223K Sell
5,306
-626
-11% -$23.6K 0.08% 234
2020
Q2 		$215K Buy
+5,932
New +$214K 0.09% 229
2020
Q1 		– Sell
-10,155
Closed -$560K – 265
2019
Q4 		$560K Buy
10,155
+1,106
+12% +$59.9K 0.22% 124
2019
Q3 		$471K Buy
9,049
+750
+9% +$37.2K 0.21% 136
2019
Q2 		$412K Buy
+8,299
New +$407K 0.19% 141
2019
Q1 		– Sell
-12,282
Closed -$596K – 280
2018
Q4 		$596K Sell
12,282
-495
-4% -$23.8K 0.28% 109
2018
Q3 		$620K Buy
12,777
+1,268
+11% +$65.1K 0.29% 103
2018
Q2 		$581K Buy
+11,509
New +$611K 0.29% 103

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

180 Wealth Advisors reduced its Truist Financial (TFC) stake by 5.5% in Q2 2026, selling an estimated $12.4K and leaving 4,369 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #451.

180 Wealth Advisors first reported a position in TFC in Q2 2018 and has held it in 20 quarters since. The position peaked at $620K in Q3 2018. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • 180 Wealth Advisors held 4,369 shares of Truist Financial worth $218K as of Q2 2026.
  • 180 Wealth Advisors sold 252 Truist Financial shares in Q2 2026, an estimated $12.4K.
  • Truist Financial made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #451 holding.
  • 180 Wealth Advisors first reported a position in Truist Financial in Q2 2018 and has held it in 20 quarters since.
  • 180 Wealth Advisors's Truist Financial position peaked at $620K in Q3 2018.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.