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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
Q2 		$3.74M Buy
75,001
+90
+0.1% +$4.43K 0.21% 68
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 $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

Guardian Wealth Advisors (North Carolina)'s TFC Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its Truist Financial (TFC) stake by 0.12% in Q2 2026, buying an estimated $4.43K and bringing the position to 75,001 shares worth $3.74M. The position accounts for 0.21% of the portfolio, ranked #68.

Guardian Wealth Advisors (North Carolina) first reported a position in TFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.75M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 75,001 shares of Truist Financial worth $3.74M as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 90 Truist Financial shares in Q2 2026, an estimated $4.43K.
  • Truist Financial made up 0.21% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #68 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Truist Financial in Q2 2022 and has held it in 17 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Truist Financial position peaked at $3.75M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.