HWA
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Heritage Wealth Advisors’s Truist Financial TFC Stock Holding History

Heritage 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
Q1 		$1.66M Sell
36,076
-2,154
-6% -$106K 0.06% 61
2025
Q4 		$1.88M Sell
38,230
-1,177
-3% -$54.2K 0.07% 72
2025
Q3 		$1.8M Buy
39,407
+208
+0.5% +$9.38K 0.08% 59
2025
Q2 		$1.69M Sell
39,199
-981
-2% -$38.4K 0.08% 60
2025
Q1 		$1.65M Sell
40,180
-79
-0.2% -$3.52K 0.08% 60
2024
Q4 		$1.75M Sell
40,259
-642
-2% -$28.6K 0.09% 61
2024
Q3 		$1.75M Sell
40,901
-929
-2% -$39.2K 0.08% 64
2024
Q2 		$1.63M Sell
41,830
-955
-2% -$36.1K 0.07% 65
2024
Q1 		$1.67M Buy
42,785
+144
+0.3% +$5.27K 0.08% 67
2023
Q4 		$1.57M Sell
42,641
-744
-2% -$23.4K 0.08% 64
2023
Q3 		$1.24M Buy
43,385
+31
+0.1% +$953 0.07% 68
2023
Q2 		$1.32M Sell
43,354
-1,751
-4% -$54.4K 0.07% 68
2023
Q1 		$1.54M Sell
45,105
-1,736
-4% -$75.8K 0.09% 59
2022
Q4 		$2.02M Sell
46,841
-1,140
-2% -$50K 0.12% 56
2022
Q3 		$2.09M Buy
47,981
+19
+0% +$914 0.15% 47
2022
Q2 		$2.27M Sell
47,962
-261,421
-84% -$12.9M 0.16% 46
2022
Q1 		$17.5M Buy
309,383
+33,124
+12% +$2.05M 0.97% 28
2021
Q4 		$16.2M Buy
276,259
+25,706
+10% +$1.57M 0.89% 29
2021
Q3 		$14.7M Buy
250,553
+14,571
+6% +$814K 0.9% 28
2021
Q2 		$13.1M Buy
235,982
+9,727
+4% +$571K 0.81% 30
2021
Q1 		$13.2M Buy
226,255
+11,511
+5% +$631K 0.8% 25
2020
Q4 		$10.3M Buy
214,744
+6,152
+3% +$279K 0.64% 29
2020
Q3 		$7.94M Buy
208,592
+156,942
+304% +$5.91M 1.02% 27
2020
Q2 		$1.94M Sell
51,650
-1,463
-3% -$52.7K 0.27% 40
2020
Q1 		$1.64M Buy
53,113
+5,423
+11% +$256K 0.29% 42
2019
Q4 		$2.69M Buy
47,690
+37,998
+392% +$2.06M 0.35% 35
2019
Q3 		$517K Sell
9,692
-467
-5% -$23.1K 0.08% 95
2019
Q2 		$499K Buy
10,159
+494
+5% +$24.2K 0.08% 91
2019
Q1 		$450K Sell
9,665
-167
-2% -$8.15K 0.07% 86
2018
Q4 		$425K Buy
9,832
+2,512
+34% +$121K 0.08% 85
2018
Q3 		$355K Sell
7,320
-40
-0.5% -$2.05K 0.07% 95
2018
Q2 		$372K Buy
7,360
+11
+0.1% +$584 0.14% 86
2018
Q1 		$382K Sell
7,349
-14
-0.2% -$754 0.16% 83
2017
Q4 		$366K Buy
7,363
+274
+4% +$13.2K 0.16% 85
2017
Q3 		$333K Buy
7,089
+559
+9% +$25.7K 0.17% 81
2017
Q2 		$296K Buy
6,530
+10
+0.2% +$434 0.15% 79
2017
Q1 		$291K Buy
6,520
+9
+0.1% +$421 0.16% 78
2016
Q4 		$306K Sell
6,511
-2,425
-27% -$103K 0.2% 66
2016
Q3 		$335K Sell
8,936
-3,039
-25% -$113K 0.23% 62
2016
Q2 		$427K Buy
11,975
+85
+0.7% +$2.97K 0.29% 47
2016
Q1 		$397K Sell
11,890
-8
-0.1% -$266 0.31% 45
2015
Q4 		$449K Sell
11,898
-272
-2% -$10.2K 0.38% 40
2015
Q3 		$433K Buy
12,170
+178
+1% +$6.87K 0.37% 37
2015
Q2 		$484K Sell
11,992
-899
-7% -$35.6K 0.4% 48
2015
Q1 		$504K Buy
12,891
+44
+0.3% +$1.66K 0.42% 47
2014
Q4 		$500K Buy
12,847
+5,150
+67% +$194K 0.45% 46
2014
Q3 		$287K Buy
7,697
+337
+5% +$12.7K 0.3% 59
2014
Q2 		$290K Hold
7,360
– – 0.31% 56
2014
Q1 		$295K Sell
7,360
-360
-5% -$13.8K 0.34% 51
2013
Q4 		$288K Buy
+7,720
New +$267K 0.36% 51

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

Heritage Wealth Advisors's TFC Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Truist Financial (TFC) stake by 5.6% in Q1 2026, selling an estimated $106K and leaving 36,076 shares worth $1.66M. The position accounts for 0.06% of the portfolio, ranked #61.

Heritage Wealth Advisors first reported a position in TFC in Q4 2013 and has held it in 50 quarters since. The position peaked at $17.5M in Q1 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Heritage Wealth Advisors held 36,076 shares of Truist Financial worth $1.66M as of Q1 2026.
  • Heritage Wealth Advisors sold 2,154 Truist Financial shares in Q1 2026, an estimated $106K.
  • Truist Financial made up 0.06% of Heritage Wealth Advisors's portfolio in Q1 2026, its #61 holding.
  • Heritage Wealth Advisors first reported a position in Truist Financial in Q4 2013 and has held it in 50 quarters since.
  • Heritage Wealth Advisors's Truist Financial position peaked at $17.5M in Q1 2022.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.