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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
Q2 		$547K Buy
10,984
+967
+10% +$47.6K 0.01% 221
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cassaday & Co Wealth Management's TFC Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Truist Financial (TFC) stake by 9.7% in Q2 2026, buying an estimated $47.6K and bringing the position to 10,984 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #221.

Cassaday & Co Wealth Management first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $579K in Q3 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cassaday & Co Wealth Management held 10,984 shares of Truist Financial worth $547K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 967 Truist Financial shares in Q2 2026, an estimated $47.6K.
  • Truist Financial made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #221 holding.
  • Cassaday & Co Wealth Management first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's Truist Financial position peaked at $579K in Q3 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.