Cannon Wealth Management Services’s Truist Financial TFC Stock Holding History

Cannon Wealth Management Services’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	–	Sell	-4,170	Closed	-$205K	–	89
2025 Q4	$205K	Buy	+4,170	New	+$192K	0.14%	80
2025 Q3	–	Sell	-5,559	Closed	-$239K	–	86
2025 Q2	$239K	Hold	5,559	–	–	0.2%	73
2025 Q1	$215K	Buy	5,559 +545	+11%	+$24.3K	0.19%	72
2024 Q4	$235K	Sell	5,014 -610	-11%	-$27.2K	0.2%	71
2024 Q3	$241K	Buy	+5,624	New	+$238K	0.22%	70

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cannon Wealth Management Services's TFC Position: Q1 2026 in Review

Cannon Wealth Management Services sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,170 shares — an estimated $205K sold.

Cannon Wealth Management Services first reported a position in TFC in Q3 2024 and held it in 5 quarters. The position peaked at $241K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Cannon Wealth Management Services reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Cannon Wealth Management Services sold 4,170 Truist Financial shares in Q1 2026, an estimated $205K.
Cannon Wealth Management Services first reported a position in Truist Financial in Q3 2024 and held it in 5 quarters.
Cannon Wealth Management Services's Truist Financial position peaked at $241K in Q3 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cannon Wealth Management Services's 13F filing for Q1 2026, filed 5 May 2026.