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Chancellor Financial Group WB’s Truist Financial TFC Stock Holding History

Chancellor Financial Group WB’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 		$492K Sell
9,880
-16
-0.2% -$787 0.3% 69
2026
Q1 		$455K Buy
9,896
+150
+2% +$7.41K 0.32% 61
2025
Q4 		$480K Hold
9,746
– – 0.32% 58
2025
Q3 		$446K Sell
9,746
-200
-2% -$9.02K 0.31% 61
2025
Q2 		$428K Buy
9,946
+1,550
+18% +$60.6K 0.33% 65
2025
Q1 		$345K Buy
8,396
+819
+11% +$36.5K 0.29% 72
2024
Q4 		$329K Buy
+7,577
New +$338K 0.26% 75

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

Chancellor Financial Group WB's TFC Position: Q2 2026 in Review

Chancellor Financial Group WB reduced its Truist Financial (TFC) stake by 0.16% in Q2 2026, selling an estimated $787 and leaving 9,880 shares worth $492K. The position accounts for 0.3% of the portfolio, ranked #69.

Chancellor Financial Group WB first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Chancellor Financial Group WB held 9,880 shares of Truist Financial worth $492K as of Q2 2026.
  • Chancellor Financial Group WB sold 16 Truist Financial shares in Q2 2026, an estimated $787.
  • Truist Financial made up 0.3% of Chancellor Financial Group WB's portfolio in Q2 2026, its #69 holding.
  • Chancellor Financial Group WB first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.