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Exencial Wealth Advisors’s Truist Financial TFC Stock Holding History

Exencial 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
Q1 		$428K Sell
9,300
-858
-8% -$42.4K 0.01% 432
2025
Q4 		$500K Sell
10,158
-2,461
-20% -$113K 0.02% 390
2025
Q3 		$577K Sell
12,619
-1,438
-10% -$64.8K 0.02% 357
2025
Q2 		$604K Buy
14,057
+792
+6% +$31K 0.02% 345
2025
Q1 		$546K Buy
13,265
+475
+4% +$21.2K 0.02% 349
2024
Q4 		$555K Buy
12,790
+757
+6% +$33.8K 0.02% 349
2024
Q3 		$515K Buy
12,033
+76
+0.6% +$3.21K 0.02% 355
2024
Q2 		$465K Sell
11,957
-396
-3% -$15K 0.02% 368
2024
Q1 		$482K Sell
12,353
-108
-0.9% -$3.95K 0.02% 356
2023
Q4 		$460K Buy
12,461
+451
+4% +$14.2K 0.02% 352
2023
Q3 		$344K Sell
12,010
-437
-4% -$13.4K 0.02% 344
2023
Q2 		$378K Buy
12,447
+205
+2% +$6.37K 0.02% 338
2023
Q1 		$417K Sell
12,242
-688
-5% -$30K 0.02% 308
2022
Q4 		$556K Buy
12,930
+525
+4% +$23K 0.03% 273
2022
Q3 		$540K Sell
12,405
-102
-0.8% -$4.91K 0.03% 269
2022
Q2 		$593K Buy
12,507
+145
+1% +$7.15K 0.03% 267
2022
Q1 		$701K Sell
12,362
-5,287
-30% -$327K 0.04% 266
2021
Q4 		$1.03M Buy
17,649
+4,015
+29% +$245K 0.05% 227
2021
Q3 		$800K Buy
13,634
+998
+8% +$55.8K 0.03% 206
2021
Q2 		$701K Sell
12,636
-4,839
-28% -$284K 0.04% 272
2021
Q1 		$1.02M Sell
17,475
-8,123
-32% -$445K 0.06% 215
2020
Q4 		$1.23M Sell
25,598
-134,974
-84% -$6.11M 0.08% 177
2020
Q3 		$6.11M Buy
160,572
+30,026
+23% +$1.13M 0.32% 93
2020
Q2 		$4.9M Buy
130,546
+34,538
+36% +$1.24M 0.42% 80
2020
Q1 		$2.96M Sell
96,008
-558
-0.6% -$26.4K 0.53% 68
2019
Q4 		$5.44M Buy
+96,566
New +$5.23M 0.94% 28

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Exencial Wealth Advisors's TFC Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its Truist Financial (TFC) stake by 8.4% in Q1 2026, selling an estimated $42.4K and leaving 9,300 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #432.

Exencial Wealth Advisors first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.11M in Q3 2020. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Exencial Wealth Advisors held 9,300 shares of Truist Financial worth $428K as of Q1 2026.
  • Exencial Wealth Advisors sold 858 Truist Financial shares in Q1 2026, an estimated $42.4K.
  • Truist Financial made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #432 holding.
  • Exencial Wealth Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Exencial Wealth Advisors's Truist Financial position peaked at $6.11M in Q3 2020.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.