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 Q2	$205K	Buy	+4,123	New	+$203K	0.11%	96
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 $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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cannon Wealth Management Services's TFC Position: Q2 2026 in Review

Cannon Wealth Management Services opened a new position in Truist Financial (TFC) in Q2 2026: 4,123 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #96 among its holdings. This is a return to the name: Cannon Wealth Management Services previously reported a position in TFC as recently as Q4 2025.

Cannon Wealth Management Services first reported a position in TFC in Q3 2024 and has held it in 6 quarters since. The position peaked at $241K in Q3 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Cannon Wealth Management Services held 4,123 shares of Truist Financial worth $205K as of Q2 2026.
Truist Financial was a new Cannon Wealth Management Services position in Q2 2026.
Truist Financial made up 0.11% of Cannon Wealth Management Services's portfolio in Q2 2026, its #96 holding.
Cannon Wealth Management Services first reported a position in Truist Financial in Q3 2024 and has held it in 6 quarters since.
Cannon Wealth Management Services's Truist Financial position peaked at $241K in Q3 2024.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cannon Wealth Management Services's 13F filing for Q2 2026, filed 11 Aug 2026.