GWANC
TFC icon

Guardian Wealth Advisors (North Carolina)’s Truist Financial TFC Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$3.44M Sell
74,911
-1,358
-2% -$67.1K 0.22% 69
2025
Q4 		$3.75M Buy
76,269
+31,860
+72% +$1.47M 0.23% 59
2025
Q3 		$2.03M Buy
44,409
+30,889
+228% +$1.39M 0.13% 101
2025
Q2 		$581K Sell
13,520
-257
-2% -$10.1K 0.04% 180
2025
Q1 		$567K Sell
13,777
-47
-0.3% -$2.09K 0.05% 169
2024
Q4 		$600K Sell
13,824
-1,067
-7% -$47.6K 0.05% 170
2024
Q3 		$637K Buy
14,891
+1,093
+8% +$46.2K 0.07% 138
2024
Q2 		$536K Sell
13,798
-31,583
-70% -$1.19M 0.06% 146
2024
Q1 		$1.77M Buy
45,381
+384
+0.9% +$14K 0.22% 67
2023
Q4 		$1.66M Sell
44,997
-3,086
-6% -$96.9K 0.25% 60
2023
Q3 		$1.38M Sell
48,083
-3,193
-6% -$98.2K 0.23% 65
2023
Q2 		$1.56M Sell
51,276
-5,026
-9% -$156K 0.27% 51
2023
Q1 		$1.92M Sell
56,302
-5,391
-9% -$235K 0.34% 33
2022
Q4 		$2.65M Sell
61,693
-240
-0.4% -$10.5K 0.51% 22
2022
Q3 		$2.7M Buy
61,933
+3,654
+6% +$176K 0.5% 22
2022
Q2 		$2.76M Buy
+58,279
New +$2.87M 0.5% 20

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

Guardian Wealth Advisors (North Carolina)'s TFC Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Truist Financial (TFC) stake by 1.8% in Q1 2026, selling an estimated $67.1K and leaving 74,911 shares worth $3.44M. The position accounts for 0.22% of the portfolio, ranked #69.

Guardian Wealth Advisors (North Carolina) first reported a position in TFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.75M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 74,911 shares of Truist Financial worth $3.44M as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 1,358 Truist Financial shares in Q1 2026, an estimated $67.1K.
  • Truist Financial made up 0.22% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #69 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Truist Financial in Q2 2022 and has held it in 16 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Truist Financial position peaked at $3.75M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.