AWA
TFC icon

Arkadios Wealth Advisors’s Truist Financial TFC Stock Holding History

Arkadios 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
Q1 		$4.08M Sell
88,707
-1,201
-1% -$59.3K 0.07% 304
2025
Q4 		$4.42M Sell
89,908
-120,521
-57% -$5.55M 0.09% 250
2025
Q3 		$9.62M Buy
210,429
+19,830
+10% +$894K 0.23% 93
2025
Q2 		$8.19M Buy
190,599
+15,436
+9% +$604K 0.24% 84
2025
Q1 		$7.21M Buy
175,163
+48,614
+38% +$2.17M 0.27% 74
2024
Q4 		$5.49M Buy
126,549
+15,501
+14% +$692K 0.3% 66
2024
Q3 		$4.75M Buy
111,048
+1,817
+2% +$76.7K 0.27% 81
2024
Q2 		$4.24M Buy
109,231
+1,774
+2% +$67K 0.29% 69
2024
Q1 		$4.19M Buy
107,457
+1,174
+1% +$42.9K 0.32% 66
2023
Q4 		$3.92M Buy
106,283
+2,860
+3% +$89.8K 0.33% 68
2023
Q3 		$2.96M Buy
103,423
+47,100
+84% +$1.45M 0.28% 89
2023
Q2 		$1.71M Buy
56,323
+3,661
+7% +$114K 0.2% 124
2023
Q1 		$1.8M Buy
52,662
+8,718
+20% +$381K 0.21% 123
2022
Q4 		$1.89M Buy
43,944
+7,697
+21% +$338K 0.25% 108
2022
Q3 		$1.58M Buy
36,247
+6,606
+22% +$318K 0.24% 115
2022
Q2 		$1.41M Buy
29,641
+9,070
+44% +$447K 0.21% 137
2022
Q1 		$1.17M Buy
20,571
+12,241
+147% +$756K 0.15% 163
2021
Q4 		$488K Buy
8,330
+2,411
+41% +$147K 0.06% 332
2021
Q3 		$347K Sell
5,919
-452
-7% -$25.3K 0.05% 369
2021
Q2 		$353K Buy
6,371
+3,191
+100% +$187K 0.04% 410
2021
Q1 		$185K Buy
3,180
+713
+29% +$39.1K 0.03% 428
2020
Q4 		$118K Buy
2,467
+540
+28% +$24.4K 0.02% 412
2020
Q3 		$80.3K Buy
1,927
+17
+0.9% +$640 0.04% 326
2020
Q2 		$67.2K Buy
1,910
+12
+0.6% +$432 0.04% 321
2020
Q1 		$58.5K Buy
1,898
+347
+22% +$16.4K 0.04% 311
2019
Q4 		$85.1K Buy
+1,551
New +$84K 0.05% 250

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arkadios Wealth Advisors's TFC Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Truist Financial (TFC) stake by 1.3% in Q1 2026, selling an estimated $59.3K and leaving 88,707 shares worth $4.08M. The position accounts for 0.07% of the portfolio, ranked #304.

Arkadios Wealth Advisors first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.62M in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Arkadios Wealth Advisors held 88,707 shares of Truist Financial worth $4.08M as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,201 Truist Financial shares in Q1 2026, an estimated $59.3K.
  • Truist Financial made up 0.07% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #304 holding.
  • Arkadios Wealth Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Arkadios Wealth Advisors's Truist Financial position peaked at $9.62M in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.