NWAM LLC’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 | $443K | Buy |
9,640
+1,680
| +21% | +$83K | 0.03% | 430 |
|
|
2025
Q4 | $399K | Sell |
7,960
-3
| -0% | -$138 | 0.02% | 444 |
|
|
2025
Q3 | $346K | Buy |
7,963
+22
| +0.3% | +$992 | 0.02% | 483 |
|
|
2025
Q2 | $347K | Sell |
7,941
-146
| -2% | -$5.71K | 0.02% | 477 |
|
|
2025
Q1 | $333K | Sell |
8,087
-308
| -4% | -$13.7K | 0.03% | 389 |
|
|
2024
Q4 | $364K | Buy |
8,395
+263
| +3% | +$11.7K | 0.02% | 443 |
|
|
2024
Q3 | $348K | Buy |
+8,132
| New | +$343K | 0.02% | 453 |
|
|
2024
Q2 | – | Sell |
-8,049
| Closed | -$315K | – | 491 |
|
|
2024
Q1 | $315K | Sell |
8,049
-1,233
| -13% | -$45.1K | 0.03% | 421 |
|
|
2023
Q4 | $343K | Buy |
9,282
+667
| +8% | +$20.9K | 0.03% | 404 |
|
|
2023
Q3 | $246K | Buy |
8,615
+55
| +0.6% | +$1.69K | 0.03% | 427 |
|
|
2023
Q2 | $260K | Buy |
8,560
+183
| +2% | +$5.68K | 0.02% | 450 |
|
|
2023
Q1 | $286K | Sell |
8,377
-707
| -8% | -$30.9K | 0.03% | 376 |
|
|
2022
Q4 | $391K | Buy |
9,084
+203
| +2% | +$8.9K | 0.03% | 360 |
|
|
2022
Q3 | $387K | Sell |
8,881
-323
| -4% | -$15.5K | 0.04% | 345 |
|
|
2022
Q2 | $447K | Buy |
9,204
+379
| +4% | +$18.7K | 0.04% | 325 |
|
|
2022
Q1 | $500K | Buy |
8,825
+1,621
| +23% | +$100K | 0.04% | 332 |
|
|
2021
Q4 | $422K | Buy |
7,204
+445
| +7% | +$27.2K | 0.03% | 359 |
|
|
2021
Q3 | $396K | Buy |
6,759
+429
| +7% | +$24K | 0.04% | 360 |
|
|
2021
Q2 | $351K | Sell |
6,330
-20
| -0.3% | -$1.18K | 0.03% | 358 |
|
|
2021
Q1 | $370K | Sell |
6,350
-29
| -0.5% | -$1.59K | 0.04% | 348 |
|
|
2020
Q4 | $306K | Buy |
+6,379
| New | +$289K | 0.03% | 345 |
|
|
2020
Q3 | – | Sell |
-6,284
| Closed | -$236K | – | 408 |
|
|
2020
Q2 | $236K | Buy |
+6,284
| New | +$226K | 0.03% | 358 |
|
|
2020
Q1 | – | Sell |
-6,284
| Closed | -$354K | – | 415 |
|
|
2019
Q4 | $354K | Buy |
6,284
+1,780
| +40% | +$96.4K | 0.06% | 269 |
|
|
2019
Q3 | $240K | Hold |
4,504
| – | – | 0.04% | 322 |
|
|
2019
Q2 | $221K | Hold |
4,504
| – | – | 0.04% | 329 |
|
|
2019
Q1 | $210K | Buy |
+4,504
| New | +$220K | 0.05% | 318 |
|
|
2018
Q4 | – | Sell |
-4,504
| Closed | -$219K | – | 353 |
|
|
2018
Q3 | $219K | Buy |
+4,504
| New | +$231K | 0.05% | 309 |
|
Other funds holding TFC
VCM
VPM
NWAM LLC's TFC Position: Q1 2026 in Review
NWAM LLC increased its Truist Financial (TFC) stake by 21% in Q1 2026, buying an estimated $83K and bringing the position to 9,640 shares worth $443K. The position accounts for 0.03% of the portfolio, ranked #430.
NWAM LLC first reported a position in TFC in Q3 2018 and has held it in 27 quarters since. The position peaked at $500K in Q1 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- NWAM LLC held 9,640 shares of Truist Financial worth $443K as of Q1 2026.
- NWAM LLC bought 1,680 Truist Financial shares in Q1 2026, an estimated $83K.
- Truist Financial made up 0.03% of NWAM LLC's portfolio in Q1 2026, its #430 holding.
- NWAM LLC first reported a position in Truist Financial in Q3 2018 and has held it in 27 quarters since.
- NWAM LLC's Truist Financial position peaked at $500K in Q1 2022.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.