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Foster Victor Wealth Advisors’s Truist Financial TFC Stock Holding History

Foster Victor 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 		$3.05M Sell
58,762
-1,005
-2% -$49.4K 0.16% 117
2026
Q1 		$2.96M Sell
59,767
-127
-0.2% -$6.28K 0.17% 109
2025
Q4 		$2.99M Sell
59,894
-5,072
-8% -$234K 0.17% 109
2025
Q3 		$2.96M Buy
64,966
+2,879
+5% +$130K 0.18% 103
2025
Q2 		$2.8M Buy
62,087
+242
+0.4% +$9.47K 0.19% 103
2025
Q1 		$2.19M Sell
61,845
-128
-0.2% -$5.7K 0.18% 99
2024
Q4 		$2.95M Buy
61,973
+23
+0% +$1.03K 0.23% 97
2024
Q3 		$2.64M Buy
61,950
+6
+0% +$253 0.21% 98
2024
Q2 		$2.63M Sell
61,944
-84
-0.1% -$3.17K 0.22% 97
2024
Q1 		$2.31M Buy
62,028
+2,494
+4% +$91.2K 0.21% 84
2023
Q4 		$2.26M Buy
59,534
+33,185
+126% +$1.04M 0.23% 85
2023
Q3 		$720K Sell
26,349
-295,252
-92% -$9.08M 0.08% 100
2023
Q2 		$9.97M Buy
321,601
+57,170
+22% +$1.78M 1.11% 38
2023
Q1 		$8.45M Buy
264,431
+79,582
+43% +$3.47M 1.02% 40
2022
Q4 		$8.48M Buy
184,849
+17,367
+10% +$762K 1.08% 40
2022
Q3 		$7.52M Buy
167,482
+11,946
+8% +$575K 1.1% 41
2022
Q2 		$7.41M Buy
155,536
+32,181
+26% +$1.59M 1.1% 41
2022
Q1 		$6.75M Buy
123,355
+14,977
+14% +$925K 0.92% 46
2021
Q4 		$7.19M Buy
108,378
+14,721
+16% +$899K 0.98% 39
2021
Q3 		$5.49M Buy
93,657
+15,846
+20% +$885K 0.88% 42
2021
Q2 		$4.32M Buy
77,811
+8,513
+12% +$500K 0.72% 46
2021
Q1 		$4.09M Buy
69,298
+2,078
+3% +$114K 0.76% 40
2020
Q4 		$3.22M Sell
67,220
-16,801
-20% -$761K 0.73% 40
2020
Q3 		$3.2M Buy
84,021
+4,382
+6% +$165K 0.87% 39
2020
Q2 		$2.99M Buy
79,639
+2,879
+4% +$104K 0.99% 38
2020
Q1 		$2.61M Buy
76,760
+36,969
+93% +$1.75M 1.15% 35
2019
Q4 		$2.21M Buy
39,791
+7,647
+24% +$414K 0.96% 37
2019
Q3 		$1.66M Buy
32,144
+16,405
+104% +$813K 0.92% 34
2019
Q2 		$777K Sell
15,739
-143
-0.9% -$7K 0.57% 39
2019
Q1 		$739K Buy
15,882
+2,238
+16% +$109K 0.58% 37
2018
Q4 		$591K Buy
+13,644
New +$655K 0.56% 31

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
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

Foster Victor Wealth Advisors's TFC Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Truist Financial (TFC) stake by 1.7% in Q2 2026, selling an estimated $49.4K and leaving 58,762 shares worth $3.05M. The position accounts for 0.16% of the portfolio, ranked #117.

Foster Victor Wealth Advisors first reported a position in TFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.97M in Q2 2023. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Foster Victor Wealth Advisors held 58,762 shares of Truist Financial worth $3.05M as of Q2 2026.
  • Foster Victor Wealth Advisors sold 1,005 Truist Financial shares in Q2 2026, an estimated $49.4K.
  • Truist Financial made up 0.16% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Foster Victor Wealth Advisors first reported a position in Truist Financial in Q4 2018 and has held it in 31 quarters since.
  • Foster Victor Wealth Advisors's Truist Financial position peaked at $9.97M in Q2 2023.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.