Carolina Wealth Advisors’s Truist Financial TFC Stock Holding History

Carolina 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	–	Sell	-333	Closed	-$16.4K	–	329
2025 Q4	$16.4K	Buy	+333	New	+$15.3K	0.01%	160
2022 Q4	–	Sell	-6	Closed	–	–	261
2022 Q3	$0	Hold	6	–	–	﹤0.01%	276
2022 Q2	$0	Sell	6 -453	-99%	-$22.3K	﹤0.01%	293
2022 Q1	$26K	Buy	+459	New	+$28.4K	0.02%	145
2021 Q3	–	Sell	-518	Closed	-$29K	–	303
2021 Q2	$29K	Buy	+518	New	+$30.4K	0.02%	151
2020 Q4	–	Sell	-54	Closed	-$2.44K	–	257
2020 Q3	$2K	Buy	+54	New	+$2.03K	﹤0.01%	200

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Carolina Wealth Advisors sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 333 shares — an estimated $16.4K sold.

Carolina Wealth Advisors first reported a position in TFC in Q3 2020 and held it in 6 quarters. The position peaked at $29K in Q2 2021. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Carolina Wealth Advisors reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Carolina Wealth Advisors sold 333 Truist Financial shares in Q1 2026, an estimated $16.4K.
Carolina Wealth Advisors first reported a position in Truist Financial in Q3 2020 and held it in 6 quarters.
Carolina Wealth Advisors's Truist Financial position peaked at $29K in Q2 2021.
1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.