BlueChip Wealth Advisors’s Truist Financial TFC Stock Holding History

BlueChip 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	$2.06M	Sell	41,280 -7,500	-15%	-$369K	0.78%	29
2026 Q1	$2.24M	Sell	48,780 -2,466	-5%	-$122K	0.98%	28
2025 Q4	$2.52M	Buy	51,246 +927	+2%	+$42.7K	1.06%	25
2025 Q3	$2.3M	Sell	50,319 -1,877	-4%	-$84.6K	0.98%	27
2025 Q2	$2.24M	Sell	52,196 -839	-2%	-$32.8K	1%	26
2025 Q1	$2.18M	Sell	53,035 -3,259	-6%	-$145K	1.07%	23
2024 Q4	$2.44M	Sell	56,294 -3,657	-6%	-$163K	1.35%	18
2024 Q3	$2.56M	Sell	59,951 -10,950	-15%	-$462K	1.34%	19
2024 Q2	$2.75M	Sell	70,901 -9,050	-11%	-$342K	1.62%	16
2024 Q1	$3.12M	Sell	79,951 -25,106	-24%	-$918K	2.01%	14
2023 Q4	$3.88M	Buy	+105,057	New	+$3.3M	2.72%	10

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

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

BlueChip Wealth Advisors reduced its Truist Financial (TFC) stake by 15% in Q2 2026, selling an estimated $369K and leaving 41,280 shares worth $2.06M. The position accounts for 0.78% of the portfolio, ranked #29.

BlueChip Wealth Advisors first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.88M in Q4 2023. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

BlueChip Wealth Advisors held 41,280 shares of Truist Financial worth $2.06M as of Q2 2026.
BlueChip Wealth Advisors sold 7,500 Truist Financial shares in Q2 2026, an estimated $369K.
Truist Financial made up 0.78% of BlueChip Wealth Advisors's portfolio in Q2 2026, its #29 holding.
BlueChip Wealth Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
BlueChip Wealth Advisors's Truist Financial position peaked at $3.88M in Q4 2023.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on BlueChip Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.