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McKinley Carter Wealth Services’s Truist Financial TFC Stock Holding History

McKinley Carter Wealth Services’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 		$417K Buy
8,375
+109
+1% +$5.36K 0.02% 245
2026
Q1 		$380K Buy
8,266
+19
+0.2% +$939 0.02% 238
2025
Q4 		$406K Sell
8,247
-4,291
-34% -$198K 0.02% 238
2025
Q3 		$573K Buy
12,538
+45
+0.4% +$2.03K 0.03% 210
2025
Q2 		$537K Sell
12,493
-7,164
-36% -$280K 0.03% 209
2025
Q1 		$809K Buy
19,657
+305
+2% +$13.6K 0.05% 171
2024
Q4 		$840K Sell
19,352
-1,058
-5% -$47.2K 0.05% 167
2024
Q3 		$873K Sell
20,410
-6
-0% -$253 0.05% 171
2024
Q2 		$793K Sell
20,416
-2,322
-10% -$87.7K 0.05% 173
2024
Q1 		$886K Buy
22,738
+14,836
+188% +$543K 0.06% 161
2023
Q4 		$292K Sell
7,902
-2,176
-22% -$68.3K 0.02% 252
2023
Q3 		$288K Buy
10,078
+7
+0.1% +$215 0.02% 249
2023
Q2 		$306K Buy
10,071
+7
+0.1% +$217 0.02% 248
2023
Q1 		$343K Sell
10,064
-3,511
-26% -$153K 0.03% 241
2022
Q4 		$584K Buy
13,575
+4,205
+45% +$184K 0.05% 186
2022
Q3 		$408K Sell
9,370
-1,688
-15% -$81.2K 0.04% 206
2022
Q2 		$524K Buy
11,058
+6,941
+169% +$342K 0.05% 192
2022
Q1 		$233K Sell
4,117
-2,913
-41% -$180K 0.02% 267
2021
Q4 		$412K Buy
+7,030
New +$429K 0.03% 211
2020
Q1 		– Sell
-4,843
Closed -$273K – 176
2019
Q4 		$273K Buy
+4,843
New +$262K 0.06% 141
2018
Q2 		– Sell
-960
Closed -$50K – 353
2018
Q1 		$50K Buy
+960
New +$51.7K 0.02% 260

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

McKinley Carter Wealth Services's TFC Position: Q2 2026 in Review

McKinley Carter Wealth Services increased its Truist Financial (TFC) stake by 1.3% in Q2 2026, buying an estimated $5.36K and bringing the position to 8,375 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #245.

McKinley Carter Wealth Services first reported a position in TFC in Q1 2018 and has held it in 21 quarters since. The position peaked at $886K in Q1 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • McKinley Carter Wealth Services held 8,375 shares of Truist Financial worth $417K as of Q2 2026.
  • McKinley Carter Wealth Services bought 109 Truist Financial shares in Q2 2026, an estimated $5.36K.
  • Truist Financial made up 0.02% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #245 holding.
  • McKinley Carter Wealth Services first reported a position in Truist Financial in Q1 2018 and has held it in 21 quarters since.
  • McKinley Carter Wealth Services's Truist Financial position peaked at $886K in Q1 2024.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.