Baltimore-Washington Financial Advisors’s Truist Financial TFC Stock Holding History

Baltimore-Washington Financial 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	$235K	Sell	4,716 -381	-7%	-$18.7K	0.01%	193
2026 Q1	$234K	Sell	5,097 -22	-0.4%	-$1.09K	0.01%	176
2025 Q4	$252K	Buy	5,119 +382	+8%	+$17.6K	0.01%	170
2025 Q3	$217K	Sell	4,737 -111	-2%	-$5K	0.01%	170
2025 Q2	$208K	Buy	+4,848	New	+$190K	0.01%	165
2022 Q1	–	Sell	-3,537	Closed	-$207K	–	157
2021 Q4	$207K	Buy	+3,537	New	+$216K	0.02%	132
2014 Q4	–	Sell	-250	Closed	-$9K	–	306
2014 Q3	$9K	Hold	250	–	–	﹤0.01%	228
2014 Q2	$10K	Buy	+250	New	+$9.59K	﹤0.01%	239

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Baltimore-Washington Financial Advisors's TFC Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors reduced its Truist Financial (TFC) stake by 7.5% in Q2 2026, selling an estimated $18.7K and leaving 4,716 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #193.

Baltimore-Washington Financial Advisors first reported a position in TFC in Q2 2014 and has held it in 8 quarters since. The position peaked at $252K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Baltimore-Washington Financial Advisors held 4,716 shares of Truist Financial worth $235K as of Q2 2026.
Baltimore-Washington Financial Advisors sold 381 Truist Financial shares in Q2 2026, an estimated $18.7K.
Truist Financial made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #193 holding.
Baltimore-Washington Financial Advisors first reported a position in Truist Financial in Q2 2014 and has held it in 8 quarters since.
Baltimore-Washington Financial Advisors's Truist Financial position peaked at $252K in Q4 2025.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.