Kingsview Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.9M | Buy |
171,821
+2,175
| +1% | +$107K | 0.11% | 174 |
|
|
2025
Q4 | $8.35M | Buy |
169,646
+3,311
| +2% | +$152K | 0.12% | 163 |
|
|
2025
Q3 | $7.6M | Buy |
166,335
+5,568
| +3% | +$251K | 0.12% | 184 |
|
|
2025
Q2 | $6.91M | Buy |
160,767
+6,226
| +4% | +$244K | 0.12% | 188 |
|
|
2025
Q1 | $6.36M | Sell |
154,541
-748
| -0.5% | -$33.3K | 0.12% | 179 |
|
|
2024
Q4 | $6.74M | Buy |
155,289
+947
| +0.6% | +$42.3K | 0.13% | 165 |
|
|
2024
Q3 | $6.6M | Buy |
154,342
+3,491
| +2% | +$147K | 0.14% | 159 |
|
|
2024
Q2 | $5.86M | Buy |
150,851
+76,005
| +102% | +$2.87M | 0.14% | 165 |
|
|
2024
Q1 | $2.92M | Buy |
74,846
+6,640
| +10% | +$243K | 0.07% | 252 |
|
|
2023
Q4 | $2.52M | Sell |
68,206
-7,926
| -10% | -$249K | 0.08% | 235 |
|
|
2023
Q3 | $2.18M | Sell |
76,132
-24,789
| -25% | -$762K | 0.08% | 263 |
|
|
2023
Q2 | $3.06M | Sell |
100,921
-63,066
| -38% | -$1.96M | 0.12% | 185 |
|
|
2023
Q1 | $5.59M | Buy |
163,987
+29,473
| +22% | +$1.29M | 0.23% | 94 |
|
|
2022
Q4 | $5.79M | Buy |
134,514
+155
| +0.1% | +$6.8K | 0.25% | 98 |
|
|
2022
Q3 | $5.85M | Buy |
134,359
+33,169
| +33% | +$1.6M | 0.28% | 89 |
|
|
2022
Q2 | $4.8M | Buy |
101,190
+21,615
| +27% | +$1.07M | 0.23% | 110 |
|
|
2022
Q1 | $4.51M | Sell |
79,575
-6,831
| -8% | -$422K | 0.2% | 119 |
|
|
2021
Q4 | $5.06M | Sell |
86,406
-18,987
| -18% | -$1.16M | 0.21% | 107 |
|
|
2021
Q3 | $6.18M | Sell |
105,393
-712
| -0.7% | -$39.8K | 0.29% | 77 |
|
|
2021
Q2 | $5.97M | Sell |
106,105
-1,172
| -1% | -$68.8K | 0.3% | 71 |
|
|
2021
Q1 | $6.33M | Buy |
107,277
+19,698
| +22% | +$1.08M | 0.36% | 62 |
|
|
2020
Q4 | $4.2M | Buy |
87,579
+621
| +0.7% | +$28.1K | 0.3% | 77 |
|
|
2020
Q3 | $3.31M | Sell |
86,958
-119
| -0.1% | -$4.48K | 0.3% | 84 |
|
|
2020
Q2 | $3.27M | Buy |
87,077
+816
| +0.9% | +$29.4K | 0.33% | 77 |
|
|
2020
Q1 | $2.66M | Buy |
86,261
+244
| +0.3% | +$11.5K | 0.36% | 81 |
|
|
2019
Q4 | $4.84M | Buy |
86,017
+4,794
| +6% | +$260K | 0.61% | 39 |
|
|
2019
Q3 | $4.33M | Buy |
81,223
+8,214
| +11% | +$407K | 0.68% | 39 |
|
|
2019
Q2 | $3.59M | Buy |
73,009
+7,176
| +11% | +$351K | 0.6% | 45 |
|
|
2019
Q1 | $3.06M | Buy |
65,833
+151
| +0.2% | +$7.37K | 0.47% | 54 |
|
|
2018
Q4 | $2.85M | Sell |
65,682
-51
| -0.1% | -$2.45K | 0.62% | 45 |
|
|
2018
Q3 | $3.19M | Hold |
65,733
| – | – | 0.65% | 39 |
|
|
2018
Q2 | $3.32M | Sell |
65,733
-80
| -0.1% | -$4.25K | 0.79% | 30 |
|
|
2018
Q1 | $3.42M | Buy |
+65,813
| New | +$3.54M | 0.85% | 27 |
|
Other funds holding TFC
VCM
VPM
Kingsview Wealth Management's TFC Position: Q1 2026 in Review
Kingsview Wealth Management increased its Truist Financial (TFC) stake by 1.3% in Q1 2026, buying an estimated $107K and bringing the position to 171,821 shares worth $7.9M. The position accounts for 0.11% of the portfolio, ranked #174.
Kingsview Wealth Management first reported a position in TFC in Q1 2018 and has held it in 33 quarters since. The position peaked at $8.35M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Kingsview Wealth Management held 171,821 shares of Truist Financial worth $7.9M as of Q1 2026.
- Kingsview Wealth Management bought 2,175 Truist Financial shares in Q1 2026, an estimated $107K.
- Truist Financial made up 0.11% of Kingsview Wealth Management's portfolio in Q1 2026, its #174 holding.
- Kingsview Wealth Management first reported a position in Truist Financial in Q1 2018 and has held it in 33 quarters since.
- Kingsview Wealth Management's Truist Financial position peaked at $8.35M in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.