International Private Wealth Advisors’s Truist Financial TFC Stock Holding History

International Private 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	$403K	Buy	8,759 +822	+10%	+$40.6K	0.25%	94
2025 Q4	$391K	Sell	7,937 -247	-3%	-$11.4K	0.25%	87
2025 Q3	$374K	Sell	8,184 -1,354	-14%	-$61K	0.24%	96
2025 Q2	$410K	Sell	9,538 -258	-3%	-$10.1K	0.35%	78
2025 Q1	$403K	Buy	9,796 +1,035	+12%	+$46.1K	0.39%	69
2024 Q4	$380K	Buy	8,761 +154	+2%	+$6.87K	0.38%	70
2024 Q3	$368K	Sell	8,607 -443	-5%	-$18.7K	0.54%	53
2024 Q2	$352K	Buy	9,050 +578	+7%	+$21.8K	0.59%	50
2024 Q1	$330K	Buy	+8,472	New	+$310K	0.64%	57

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

International Private Wealth Advisors's TFC Position: Q1 2026 in Review

International Private Wealth Advisors increased its Truist Financial (TFC) stake by 10% in Q1 2026, buying an estimated $40.6K and bringing the position to 8,759 shares worth $403K. The position accounts for 0.25% of the portfolio, ranked #94.

International Private Wealth Advisors first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $410K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

International Private Wealth Advisors held 8,759 shares of Truist Financial worth $403K as of Q1 2026.
International Private Wealth Advisors bought 822 Truist Financial shares in Q1 2026, an estimated $40.6K.
Truist Financial made up 0.25% of International Private Wealth Advisors's portfolio in Q1 2026, its #94 holding.
International Private Wealth Advisors first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
International Private Wealth Advisors's Truist Financial position peaked at $410K in Q2 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on International Private Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.