KWA
TFC icon

Kingswood Wealth Advisors’s Truist Financial TFC Stock Holding History

Kingswood 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
Q2 		$1.45M Sell
29,046
-319
-1% -$15.7K 0.06% 325
2026
Q1 		$1.35M Sell
29,365
-1,535
-5% -$75.9K 0.06% 308
2025
Q4 		$1.52M Buy
30,900
+14,952
+94% +$689K 0.07% 265
2025
Q3 		$729K Sell
15,948
-237
-1% -$10.7K 0.04% 376
2025
Q2 		$696K Buy
16,185
+357
+2% +$14K 0.05% 337
2025
Q1 		$651K Buy
15,828
+1,238
+8% +$55.2K 0.06% 335
2024
Q4 		$633K Sell
14,590
-1,954
-12% -$87.2K 0.05% 373
2024
Q3 		$708K Sell
16,544
-4,032
-20% -$170K 0.05% 369
2024
Q2 		$799K Buy
20,576
+8,626
+72% +$326K 0.07% 279
2024
Q1 		$466K Sell
11,950
-108
-0.9% -$3.95K 0.05% 369
2023
Q4 		$445K Buy
+12,058
New +$379K 0.05% 374

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 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
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

Kingswood Wealth Advisors's TFC Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Truist Financial (TFC) stake by 1.1% in Q2 2026, selling an estimated $15.7K and leaving 29,046 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #325.

Kingswood Wealth Advisors first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.52M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Kingswood Wealth Advisors held 29,046 shares of Truist Financial worth $1.45M as of Q2 2026.
  • Kingswood Wealth Advisors sold 319 Truist Financial shares in Q2 2026, an estimated $15.7K.
  • Truist Financial made up 0.06% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #325 holding.
  • Kingswood Wealth Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Truist Financial position peaked at $1.52M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.