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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Chancellor Financial Group WB's TFC Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Truist Financial (TFC) stake by 1.5% in Q1 2026, buying an estimated $7.41K and bringing the position to 9,896 shares worth $455K. The position accounts for 0.32% of the portfolio, ranked #61.

Chancellor Financial Group WB first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $480K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Chancellor Financial Group WB held 9,896 shares of Truist Financial worth $455K as of Q1 2026.
  • Chancellor Financial Group WB bought 150 Truist Financial shares in Q1 2026, an estimated $7.41K.
  • Truist Financial made up 0.32% of Chancellor Financial Group WB's portfolio in Q1 2026, its #61 holding.
  • Chancellor Financial Group WB first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • Chancellor Financial Group WB's Truist Financial position peaked at $480K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.