JWWM
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Johnson & White Wealth Management’s Truist Financial TFC Stock Holding History

Johnson & White Wealth Management’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 		– Sell
-4,073
Closed -$200K – 111
2025
Q4 		$200K Buy
+4,073
New +$188K 0.09% 109

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Johnson & White Wealth Management's TFC Position: Q1 2026 in Review

Johnson & White Wealth Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,073 shares — an estimated $200K sold.

Johnson & White Wealth Management first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $200K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Johnson & White Wealth Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Johnson & White Wealth Management sold 4,073 Truist Financial shares in Q1 2026, an estimated $200K.
  • Johnson & White Wealth Management first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
  • Johnson & White Wealth Management's Truist Financial position peaked at $200K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Johnson & White Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.