Cerro Pacific Wealth Advisors’s Truist Financial TFC Stock Holding History

Cerro Pacific 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 Q2	$772K	Buy	15,503 +405	+3%	+$19.9K	0.17%	85
2026 Q1	$694K	Sell	15,098 -511	-3%	-$25.3K	0.18%	89
2025 Q4	$768K	Buy	15,609 +482	+3%	+$22.2K	0.21%	77
2025 Q3	$692K	Sell	15,127 -4,410	-23%	-$199K	0.19%	90
2025 Q2	$840K	Buy	19,537 +647	+3%	+$25.3K	0.23%	78
2025 Q1	$819K	Sell	18,890 -92	-0.5%	-$4.1K	0.27%	77
2024 Q4	$812K	Buy	18,982 +927	+5%	+$41.4K	0.27%	76
2024 Q3	$701K	Hold	18,055	–	–	0.27%	79
2024 Q2	$701K	Buy	+18,055	New	+$682K	0.27%	80
2023 Q1	$361K	Buy	10,582 +5,165	+95%	+$225K	0.2%	108
2022 Q4	$233K	Buy	+5,417	New	+$238K	0.12%	144

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

Cerro Pacific Wealth Advisors's TFC Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors increased its Truist Financial (TFC) stake by 2.7% in Q2 2026, buying an estimated $19.9K and bringing the position to 15,503 shares worth $772K. The position accounts for 0.17% of the portfolio, ranked #85.

Cerro Pacific Wealth Advisors first reported a position in TFC in Q4 2022 and has held it in 11 quarters since. The position peaked at $840K in Q2 2025. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Cerro Pacific Wealth Advisors held 15,503 shares of Truist Financial worth $772K as of Q2 2026.
Cerro Pacific Wealth Advisors bought 405 Truist Financial shares in Q2 2026, an estimated $19.9K.
Truist Financial made up 0.17% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #85 holding.
Cerro Pacific Wealth Advisors first reported a position in Truist Financial in Q4 2022 and has held it in 11 quarters since.
Cerro Pacific Wealth Advisors's Truist Financial position peaked at $840K in Q2 2025.
1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.