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Stratos Wealth Partners’s Truist Financial TFC Stock Holding History

Stratos Wealth Partners’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 		$2.86M Sell
62,205
-895
-1% -$44.2K 0.03% 464
2025
Q4 		$3.11M Sell
63,100
-1,324
-2% -$61K 0.04% 433
2025
Q3 		$2.95M Buy
64,424
+8,363
+15% +$377K 0.03% 434
2025
Q2 		$2.41M Sell
56,061
-1,225
-2% -$47.9K 0.03% 446
2025
Q1 		$2.36M Sell
57,286
-3,212
-5% -$143K 0.04% 404
2024
Q4 		$2.62M Sell
60,498
-938
-2% -$41.9K 0.04% 407
2024
Q3 		$2.63M Buy
61,436
+557
+0.9% +$23.5K 0.04% 397
2024
Q2 		$2.37M Sell
60,879
-3,812
-6% -$144K 0.04% 409
2024
Q1 		$2.52M Sell
64,691
-1,029
-2% -$37.6K 0.04% 388
2023
Q4 		$2.43M Buy
65,720
+4,566
+7% +$143K 0.05% 373
2023
Q3 		$1.75M Buy
61,154
+2,781
+5% +$85.5K 0.04% 403
2023
Q2 		$1.77M Sell
58,373
-9,653
-14% -$300K 0.04% 371
2023
Q1 		$2.32M Buy
68,026
+23,570
+53% +$1.03M 0.06% 282
2022
Q4 		$1.91M Sell
44,456
-2,411
-5% -$106K 0.05% 354
2022
Q3 		$2.04M Buy
46,867
+15,259
+48% +$734K 0.06% 313
2022
Q2 		$1.5M Sell
31,608
-3,509
-10% -$173K 0.04% 383
2022
Q1 		$1.99M Buy
35,117
+3,753
+12% +$232K 0.04% 359
2021
Q4 		$1.84M Buy
31,364
+5,273
+20% +$322K 0.04% 375
2021
Q3 		$1.53M Buy
26,091
+2,550
+11% +$142K 0.04% 385
2021
Q2 		$1.31M Sell
23,541
-3,195
-12% -$188K 0.03% 462
2021
Q1 		$1.56M Sell
26,736
-1,008
-4% -$55.2K 0.04% 373
2020
Q4 		$1.33M Sell
27,744
-45,852
-62% -$2.08M 0.04% 379
2020
Q3 		$2.8M Sell
73,596
-2,918
-4% -$110K 0.09% 221
2020
Q2 		$2.87M Sell
76,514
-1,106
-1% -$39.8K 0.1% 206
2020
Q1 		$2.39M Buy
+77,620
New +$3.67M 0.11% 192
2019
Q4 		– Sell
-69,663
Closed -$3.72M – 1008
2019
Q3 		$3.72M Sell
69,663
-1,587
-2% -$78.6K 0.16% 143
2019
Q2 		$3.5M Sell
71,250
-218
-0.3% -$10.7K 0.15% 148
2019
Q1 		$3.33M Buy
71,468
+13,288
+23% +$648K 0.15% 156
2018
Q4 		$2.52M Buy
+58,180
New +$2.79M 0.13% 171
2018
Q3 		– Sell
-66,423
Closed -$3.35M – 3044
2018
Q2 		$3.35M Buy
66,423
+617
+0.9% +$32.8K 0.15% 144
2018
Q1 		$3.42M Buy
65,806
+115
+0.2% +$6.19K 0.14% 145
2017
Q4 		$3.27M Buy
65,691
+459
+0.7% +$22.2K 0.15% 147
2017
Q3 		$3.06M Buy
+65,232
New +$3M 0.14% 150
2017
Q1 		– Sell
-72,313
Closed -$3.4M – 856
2016
Q4 		$3.4M Sell
72,313
-6,238
-8% -$265K 0.21% 105
2016
Q3 		$2.96M Buy
78,551
+71,311
+985% +$2.66M 0.2% 102
2016
Q2 		$258K Buy
+7,240
New +$253K 0.02% 493
2016
Q1 		– Sell
-8,710
Closed -$329K – 636
2015
Q4 		$329K Buy
+8,710
New +$328K 0.03% 402
2014
Q3 		– Sell
-10,775
Closed -$423K – 354
2014
Q2 		$423K Buy
+10,775
New +$413K 0.14% 180

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stratos Wealth Partners's TFC Position: Q1 2026 in Review

Stratos Wealth Partners reduced its Truist Financial (TFC) stake by 1.4% in Q1 2026, selling an estimated $44.2K and leaving 62,205 shares worth $2.86M. The position accounts for 0.03% of the portfolio, ranked #464.

Stratos Wealth Partners first reported a position in TFC in Q2 2014 and has held it in 38 quarters since. The position peaked at $3.72M in Q3 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Stratos Wealth Partners held 62,205 shares of Truist Financial worth $2.86M as of Q1 2026.
  • Stratos Wealth Partners sold 895 Truist Financial shares in Q1 2026, an estimated $44.2K.
  • Truist Financial made up 0.03% of Stratos Wealth Partners's portfolio in Q1 2026, its #464 holding.
  • Stratos Wealth Partners first reported a position in Truist Financial in Q2 2014 and has held it in 38 quarters since.
  • Stratos Wealth Partners's Truist Financial position peaked at $3.72M in Q3 2019.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.