Cassaday & Co Wealth Management’s Truist Financial TFC Stock Holding History

Cassaday & Co Wealth Management’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	$460K	Sell	10,017 -361	-3%	-$17.8K	0.01%	230
2025 Q4	$511K	Buy	10,378 +265	+3%	+$12.2K	0.01%	216
2025 Q3	$462K	Hold	10,113	–	–	0.01%	221
2025 Q2	$435K	Buy	10,113 +118	+1%	+$4.62K	0.01%	222
2025 Q1	$411K	Sell	9,995 -908	-8%	-$40.5K	0.01%	219
2024 Q4	$473K	Sell	10,903 -2,627	-19%	-$117K	0.01%	196
2024 Q3	$579K	Buy	13,530 +2,617	+24%	+$111K	0.02%	171
2024 Q2	$424K	Sell	10,913 -33	-0.3%	-$1.25K	0.01%	189
2024 Q1	$427K	Buy	10,946 +77	+0.7%	+$2.82K	0.01%	184
2023 Q4	$401K	Sell	10,869 -295	-3%	-$9.26K	0.01%	178
2023 Q3	$319K	Buy	11,164 +616	+6%	+$18.9K	0.01%	185
2023 Q2	$320K	Hold	10,548	–	–	0.01%	191
2023 Q1	$360K	Buy	10,548 +4,653	+79%	+$203K	0.02%	184
2022 Q4	$254K	Buy	+5,895	New	+$259K	0.01%	213

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

Cassaday & Co Wealth Management's TFC Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Truist Financial (TFC) stake by 3.5% in Q1 2026, selling an estimated $17.8K and leaving 10,017 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #230.

Cassaday & Co Wealth Management first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $579K in Q3 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Cassaday & Co Wealth Management held 10,017 shares of Truist Financial worth $460K as of Q1 2026.
Cassaday & Co Wealth Management sold 361 Truist Financial shares in Q1 2026, an estimated $17.8K.
Truist Financial made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #230 holding.
Cassaday & Co Wealth Management first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's Truist Financial position peaked at $579K in Q3 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.