Carson Wealth (CWM LLC)’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.66M | Buy |
123,198
+1,007
| +0.8% | +$49.8K | 0.01% | 753 |
|
|
2025
Q4 | $6.01M | Sell |
122,191
-32,468
| -21% | -$1.5M | 0.02% | 708 |
|
|
2025
Q3 | $7.07M | Buy |
154,659
+78,382
| +103% | +$3.53M | 0.02% | 591 |
|
|
2025
Q2 | $3.28M | Buy |
76,277
+19,560
| +34% | +$765K | 0.01% | 743 |
|
|
2025
Q1 | $2.33M | Buy |
56,717
+5,933
| +12% | +$264K | 0.01% | 777 |
|
|
2024
Q4 | $2.2M | Buy |
50,784
+3,250
| +7% | +$145K | 0.01% | 753 |
|
|
2024
Q3 | $2.03M | Buy |
47,534
+9,769
| +26% | +$413K | 0.01% | 699 |
|
|
2024
Q2 | $1.47M | Sell |
37,765
-3,529
| -9% | -$133K | 0.01% | 730 |
|
|
2024
Q1 | $1.61M | Buy |
41,294
+12,158
| +42% | +$445K | 0.01% | 682 |
|
|
2023
Q4 | $1.08M | Buy |
29,136
+3,264
| +13% | +$102K | 0.01% | 776 |
|
|
2023
Q3 | $740K | Sell |
25,872
-13,637
| -35% | -$419K | ﹤0.01% | 851 |
|
|
2023
Q2 | $1.2M | Buy |
39,509
+6,352
| +19% | +$197K | 0.01% | 641 |
|
|
2023
Q1 | $1.13M | Sell |
33,157
-181
| -0.5% | -$7.9K | 0.01% | 633 |
|
|
2022
Q4 | $1.44M | Sell |
33,338
-1,101
| -3% | -$48.3K | 0.01% | 513 |
|
|
2022
Q3 | $1.5M | Sell |
34,439
-791
| -2% | -$38.1K | 0.01% | 457 |
|
|
2022
Q2 | $1.67M | Buy |
35,230
+22,225
| +171% | +$1.1M | 0.01% | 432 |
|
|
2022
Q1 | $737K | Buy |
13,005
+2,867
| +28% | +$177K | 0.01% | 633 |
|
|
2021
Q4 | $594K | Buy |
+10,138
| New | +$619K | ﹤0.01% | 683 |
|
|
2021
Q2 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2021
Q1 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2020
Q4 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2020
Q2 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2020
Q1 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2019
Q4 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2019
Q3 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2019
Q2 | $443K | Hold |
7,987
| – | – | ﹤0.01% | 700 |
|
|
2019
Q1 | $443K | Buy |
7,987
+7,504
| +1,554% | +$366K | ﹤0.01% | 700 |
|
|
2018
Q4 | $21K | Buy |
483
+372
| +335% | +$17.9K | ﹤0.01% | 1127 |
|
|
2018
Q3 | $5K | Buy |
111
+48
| +76% | +$2.46K | ﹤0.01% | 1358 |
|
|
2018
Q2 | $3K | Buy |
+63
| New | +$3.35K | ﹤0.01% | 1314 |
|
|
2017
Q4 | – | Sell |
-314
| Closed | -$15K | – | 1581 |
|
|
2017
Q3 | $15K | Sell |
314
-3,086
| -91% | -$142K | ﹤0.01% | 793 |
|
|
2017
Q2 | $154K | Sell |
3,400
-600
| -15% | -$26.1K | 0.01% | 337 |
|
|
2017
Q1 | $179K | Sell |
4,000
-64,335
| -94% | -$3.01M | 0.01% | 303 |
|
|
2016
Q4 | $3.21M | Buy |
68,335
+1,182
| +2% | +$50.3K | 0.2% | 115 |
|
|
2016
Q3 | $2.53M | Buy |
67,153
+4,116
| +7% | +$153K | 0.17% | 136 |
|
|
2016
Q2 | $2.25M | Sell |
63,037
-2,194
| -3% | -$76.7K | 0.16% | 146 |
|
|
2016
Q1 | $2.17M | Buy |
65,231
+4,207
| +7% | +$140K | 0.19% | 131 |
|
|
2015
Q4 | $2.31M | Buy |
61,024
+27,006
| +79% | +$1.02M | 0.23% | 123 |
|
|
2015
Q3 | $1.21M | Buy |
34,018
+11,506
| +51% | +$444K | 0.12% | 135 |
|
|
2015
Q2 | $907K | Buy |
22,512
+606
| +3% | +$24K | 0.09% | 133 |
|
|
2015
Q1 | $854K | Sell |
21,906
-113,995
| -84% | -$4.3M | 0.09% | 139 |
|
|
2014
Q4 | $5.29M | Buy |
135,901
+22,705
| +20% | +$855K | 0.64% | 44 |
|
|
2014
Q3 | $4.21M | Buy |
113,196
+100,505
| +792% | +$3.79M | 0.61% | 51 |
|
|
2014
Q2 | $500K | Buy |
+12,691
| New | +$487K | 0.09% | 118 |
|
|
2014
Q1 | – | Sell |
-781
| Closed | -$29K | – | 451 |
|
|
2013
Q4 | $29K | Buy |
+781
| New | +$27K | ﹤0.01% | 331 |
|
Other funds holding TFC
VCM
VPM
Carson Wealth (CWM LLC)'s TFC Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Truist Financial (TFC) stake by 0.82% in Q1 2026, buying an estimated $49.8K and bringing the position to 123,198 shares worth $5.66M. The position accounts for 0.01% of the portfolio, ranked #753.
Carson Wealth (CWM LLC) first reported a position in TFC in Q4 2013 and has held it in 46 quarters since. The position peaked at $7.07M in Q3 2025. 1,646 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Carson Wealth (CWM LLC) held 123,198 shares of Truist Financial worth $5.66M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,007 Truist Financial shares in Q1 2026, an estimated $49.8K.
- Truist Financial made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #753 holding.
- Carson Wealth (CWM LLC) first reported a position in Truist Financial in Q4 2013 and has held it in 46 quarters since.
- Carson Wealth (CWM LLC)'s Truist Financial position peaked at $7.07M in Q3 2025.
- 1,646 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.