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Eads & Heald Wealth Management’s Truist Financial TFC Stock Holding History

Eads & Heald 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 		$530K Buy
11,530
+261
+2% +$12.9K 0.26% 108
2025
Q4 		$555K Sell
11,269
-419
-4% -$19.3K 0.27% 107
2025
Q3 		$534K Buy
11,688
+322
+3% +$14.5K 0.25% 110
2025
Q2 		$489K Sell
11,366
-4,288
-27% -$168K 0.24% 115
2025
Q1 		$644K Sell
15,654
-2,285
-13% -$102K 0.33% 105
2024
Q4 		$778K Buy
17,939
+3,925
+28% +$175K 0.38% 95
2024
Q3 		$599K Buy
14,014
+6,042
+76% +$255K 0.28% 109
2024
Q2 		$310K Buy
7,972
+2,005
+34% +$75.7K 0.15% 122
2024
Q1 		$233K Buy
+5,967
New +$218K 0.11% 135
2023
Q2 		– Sell
-7,496
Closed -$256K – 150
2023
Q1 		$256K Sell
7,496
-6,144
-45% -$268K 0.13% 131
2022
Q4 		$587K Buy
13,640
+1,062
+8% +$46.6K 0.3% 106
2022
Q3 		$548K Buy
12,578
+2,604
+26% +$125K 0.31% 106
2022
Q2 		$473K Sell
9,974
-4,409
-31% -$217K 0.25% 112
2022
Q1 		$816K Buy
14,383
+2,581
+22% +$159K 0.38% 98
2021
Q4 		$691K Buy
11,802
+601
+5% +$36.7K 0.3% 106
2021
Q3 		$657K Buy
11,201
+685
+7% +$38.3K 0.32% 105
2021
Q2 		$584K Buy
10,516
+850
+9% +$49.9K 0.28% 108
2021
Q1 		$564K Sell
9,666
-386
-4% -$21.2K 0.29% 106
2020
Q4 		$482K Sell
10,052
-3,982
-28% -$180K 0.26% 106
2020
Q3 		$534K Sell
14,034
-2,195
-14% -$82.7K 0.32% 100
2020
Q2 		$609K Buy
16,229
+1,670
+11% +$60.1K 0.37% 93
2020
Q1 		$449K Sell
14,559
-18,227
-56% -$862K 0.32% 101
2019
Q4 		$1.85M Buy
32,786
+5
+0% +$271 0.98% 48
2019
Q3 		$1.75M Buy
32,781
+13,729
+72% +$680K 0.98% 51
2019
Q2 		$936K Sell
19,052
-307
-2% -$15K 0.53% 81
2019
Q1 		$901K Buy
19,359
+1,247
+7% +$60.8K 0.52% 83
2018
Q4 		$785K Buy
18,112
+1,235
+7% +$59.3K 0.52% 82
2018
Q3 		$819K Buy
16,877
+2,160
+15% +$111K 0.47% 86
2018
Q2 		$742K Buy
14,717
+385
+3% +$20.5K 0.46% 88
2018
Q1 		$746K Buy
14,332
+385
+3% +$20.7K 0.47% 90
2017
Q4 		$693K Sell
13,947
-600
-4% -$29K 0.41% 97
2017
Q3 		$683K Buy
14,547
+179
+1% +$8.23K 0.42% 95
2017
Q2 		$652K Buy
14,368
+665
+5% +$28.9K 0.42% 92
2017
Q1 		$613K Buy
13,703
+710
+5% +$33.2K 0.4% 92
2016
Q4 		$611K Buy
12,993
+3,423
+36% +$146K 0.42% 93
2016
Q3 		$361K Hold
9,570
– – 0.25% 110
2016
Q2 		$341K Sell
9,570
-3,620
-27% -$126K 0.23% 111
2016
Q1 		$439K Sell
13,190
-415
-3% -$13.8K 0.3% 107
2015
Q4 		$514K Sell
13,605
-2,750
-17% -$103K 0.36% 104
2015
Q3 		$582K Sell
16,355
-6,615
-29% -$255K 0.42% 96
2015
Q2 		$926K Sell
22,970
-350
-2% -$13.8K 0.61% 75
2015
Q1 		$909K Sell
23,320
-755
-3% -$28.5K 0.58% 77
2014
Q4 		$936K Buy
24,075
+140
+0.6% +$5.27K 0.6% 76
2014
Q3 		$891K Buy
23,935
+12,125
+103% +$458K 0.6% 76
2014
Q2 		$466K Sell
11,810
-50
-0.4% -$1.92K 0.31% 102
2014
Q1 		$476K Sell
11,860
-2,313
-16% -$88.5K 0.31% 99
2013
Q4 		$529K Buy
14,173
+478
+3% +$16.5K 0.35% 95
2013
Q3 		$462K Buy
13,695
+1,945
+17% +$67.9K 0.33% 97
2013
Q2 		$398K Buy
+11,750
New +$375K 0.28% 96

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

Eads & Heald Wealth Management's TFC Position: Q1 2026 in Review

Eads & Heald Wealth Management increased its Truist Financial (TFC) stake by 2.3% in Q1 2026, buying an estimated $12.9K and bringing the position to 11,530 shares worth $530K. The position accounts for 0.26% of the portfolio, ranked #108.

Eads & Heald Wealth Management first reported a position in TFC in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.85M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Eads & Heald Wealth Management held 11,530 shares of Truist Financial worth $530K as of Q1 2026.
  • Eads & Heald Wealth Management bought 261 Truist Financial shares in Q1 2026, an estimated $12.9K.
  • Truist Financial made up 0.26% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Eads & Heald Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 49 quarters since.
  • Eads & Heald Wealth Management's Truist Financial position peaked at $1.85M in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.