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Midland Wealth Advisors’s Truist Financial TFC Stock Holding History

Midland 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 		– Sell
-4,851
Closed -$239K – 167
2025
Q4 		$239K Sell
4,851
-4,159
-46% -$192K 0.01% 152
2025
Q3 		$412K Sell
9,010
-2,965
-25% -$134K 0.02% 126
2025
Q2 		$515K Sell
11,975
-1,518
-11% -$59.4K 0.03% 118
2025
Q1 		$555K Sell
13,493
-2,530
-16% -$113K 0.03% 123
2024
Q4 		$695K Sell
16,023
-1,782
-10% -$79.5K 0.04% 109
2024
Q3 		$762K Sell
17,805
-2,278
-11% -$96.2K 0.04% 114
2024
Q2 		$780K Sell
20,083
-1,971
-9% -$74.5K 0.05% 107
2024
Q1 		$860K Sell
22,054
-1,036
-4% -$37.9K 0.05% 102
2023
Q4 		$852K Buy
+23,090
New +$725K 0.06% 97

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

Midland Wealth Advisors's TFC Position: Q1 2026 in Review

Midland Wealth Advisors sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,851 shares — an estimated $239K sold.

Midland Wealth Advisors first reported a position in TFC in Q4 2023 and held it in 9 quarters. The position peaked at $860K in Q1 2024. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Midland Wealth Advisors reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Midland Wealth Advisors sold 4,851 Truist Financial shares in Q1 2026, an estimated $239K.
  • Midland Wealth Advisors first reported a position in Truist Financial in Q4 2023 and held it in 9 quarters.
  • Midland Wealth Advisors's Truist Financial position peaked at $860K in Q1 2024.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.