Gratus Wealth Advisors
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Gratus Wealth Advisors’s Truist Financial TFC Stock Holding History

Gratus 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
Q3 		$515K Buy
11,126
+2
+0% +$102 0.07% 89
2026
Q2 		$554K Buy
11,124
+42
+0.4% +$2.07K 0.07% 86
2026
Q1 		$509K Buy
11,082
+122
+1% +$6.03K 0.07% 86
2025
Q4 		$539K Sell
10,960
-868
-7% -$40K 0.07% 86
2025
Q3 		$541K Sell
11,828
-7,112
-38% -$321K 0.08% 92
2025
Q2 		$814K Sell
18,940
-738
-4% -$28.9K 0.12% 67
2025
Q1 		$810K Buy
19,678
+149
+0.8% +$6.64K 0.13% 69
2024
Q4 		$847K Sell
19,529
-1,064
-5% -$47.5K 0.14% 67
2024
Q3 		$865K Sell
20,593
-137
-0.7% -$5.79K 0.14% 69
2024
Q2 		$879K Sell
20,730
-8,643
-29% -$326K 0.15% 66
2024
Q1 		$1.05M Buy
29,373
+577
+2% +$21.1K 0.19% 49
2023
Q4 		$1.06M Buy
+28,796
New +$904K 0.21% 51

Other funds holding TFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Gratus Wealth Advisors's TFC Position: Q3 2026 in Review

Gratus Wealth Advisors increased its Truist Financial (TFC) stake by 0.02% in Q3 2026, buying an estimated $102 and bringing the position to 11,126 shares worth $515K. The position accounts for 0.07% of the portfolio, ranked #89.

Gratus Wealth Advisors first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.06M in Q4 2023. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Gratus Wealth Advisors held 11,126 shares of Truist Financial worth $515K as of Q3 2026.
  • Gratus Wealth Advisors bought 2 Truist Financial shares in Q3 2026, an estimated $102.
  • Truist Financial made up 0.07% of Gratus Wealth Advisors's portfolio in Q3 2026, its #89 holding.
  • Gratus Wealth Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • Gratus Wealth Advisors's Truist Financial position peaked at $1.06M in Q4 2023.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Gratus Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.