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Global Wealth Management Investment Advisory’s Truist Financial TFC Stock Holding History

Global Wealth Management Investment Advisory’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 		$7.45M Buy
149,572
+9,583
+7% +$471K 1.06% 26
2026
Q1 		$6.44M Buy
139,989
+4,581
+3% +$226K 1.01% 27
2025
Q4 		$6.66M Buy
135,408
+6,376
+5% +$294K 1.07% 24
2025
Q3 		$5.9M Buy
129,032
+64
+0% +$2.88K 0.99% 26
2025
Q2 		$5.54M Buy
128,968
+39,308
+44% +$1.54M 1.04% 25
2025
Q1 		$3.69M Buy
89,660
+7,837
+10% +$349K 0.74% 48
2024
Q4 		$3.55M Buy
81,823
+3,720
+5% +$166K 0.73% 46
2024
Q3 		$3.34M Buy
+78,103
New +$3.3M 0.72% 46
2024
Q1 		– Sell
-1,000
Closed -$36.9K – 401
2023
Q4 		$36.9K Hold
1,000
– – 0.01% 213
2023
Q3 		$28.6K Buy
1,000
+200
+25% +$6.15K 0.01% 226
2023
Q2 		$24.3K Buy
+800
New +$24.8K 0.01% 235
2022
Q3 		– Sell
-600
Closed -$28K – 433
2022
Q2 		$28K Hold
600
– – 0.01% 220
2022
Q1 		$34K Hold
600
– – 0.01% 216
2021
Q4 		$35K Hold
600
– – 0.01% 215
2021
Q3 		$35K Sell
600
-2,687
-82% -$150K 0.01% 222
2021
Q2 		$182K Buy
3,287
+160
+5% +$9.4K 0.06% 135
2021
Q1 		$182K Hold
3,127
– – 0.07% 121
2020
Q4 		$150K Buy
3,127
+20
+0.6% +$905 0.06% 119
2020
Q3 		$118K Buy
3,107
+2,159
+228% +$81.3K 0.05% 124
2020
Q2 		$36K Buy
948
+25
+3% +$900 0.02% 221
2020
Q1 		$28K Sell
923
-150
-14% -$7.09K 0.01% 221
2019
Q4 		$60K Buy
1,073
+285
+36% +$15.4K 0.03% 168
2019
Q3 		$42K Hold
788
– – 0.02% 181
2019
Q2 		$39K Hold
788
– – 0.02% 189
2019
Q1 		$37K Hold
788
– – 0.02% 237
2018
Q4 		$34K Buy
+788
New +$37.8K 0.02% 241

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

Global Wealth Management Investment Advisory's TFC Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Truist Financial (TFC) stake by 6.8% in Q2 2026, buying an estimated $471K and bringing the position to 149,572 shares worth $7.45M. The position accounts for 1.06% of the portfolio, ranked #26.

Global Wealth Management Investment Advisory first reported a position in TFC in Q4 2018 and has held it in 26 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Global Wealth Management Investment Advisory held 149,572 shares of Truist Financial worth $7.45M as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 9,583 Truist Financial shares in Q2 2026, an estimated $471K.
  • Truist Financial made up 1.06% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #26 holding.
  • Global Wealth Management Investment Advisory first reported a position in Truist Financial in Q4 2018 and has held it in 26 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.