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Tradewinds LLC’s Truist Financial TFC Stock Holding History

Tradewinds LLC’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 		– Sell
-40,618
Closed -$2.07M – 261
2026
Q1 		$2.07M Buy
40,618
+851
+2% +$42.1K 0.67% 33
2025
Q4 		$1.96M Sell
39,767
-362
-0.9% -$16.7K 0.47% 44
2025
Q3 		$1.83M Buy
+40,129
New +$1.81M 0.45% 49
2025
Q2 		– Sell
-41,053
Closed -$1.69M – 230
2025
Q1 		$1.69M Sell
41,053
-471
-1% -$21K 0.48% 47
2024
Q4 		$1.96M Sell
41,524
-2,989
-7% -$133K 0.55% 39
2024
Q3 		$1.9M Buy
44,513
+222
+0.5% +$9.38K 0.59% 43
2024
Q2 		$1.72M Buy
44,291
+32,688
+282% +$1.23M 0.53% 47
2024
Q1 		$452K Buy
+11,603
New +$424K 0.22% 40
2023
Q3 		$342K Buy
11,957
+8
+0.1% +$246 0.2% 81
2023
Q2 		$363K Sell
11,949
-313
-3% -$9.72K 0.21% 72
2023
Q1 		$418K Buy
+12,262
New +$535K 0.25% 72
2022
Q4 		– Sell
-12,395
Closed -$540K – 196
2022
Q3 		$540K Buy
12,395
+149
+1% +$7.17K 0.39% 50
2022
Q2 		$581K Buy
+12,246
New +$604K 0.4% 49
2021
Q4 		$436K Buy
+11,800
New +$721K 0.51% 28

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Tradewinds LLC's TFC Position: Q2 2026 in Review

Tradewinds LLC sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 40,618 shares — an estimated $2.07M sold.

Tradewinds LLC first reported a position in TFC in Q4 2021 and held it in 14 quarters. The position peaked at $2.07M in Q1 2026. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Tradewinds LLC reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Tradewinds LLC sold 40,618 Truist Financial shares in Q2 2026, an estimated $2.07M.
  • Tradewinds LLC first reported a position in Truist Financial in Q4 2021 and held it in 14 quarters.
  • Tradewinds LLC's Truist Financial position peaked at $2.07M in Q1 2026.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Tradewinds LLC's 13F filing for Q2 2026, filed 14 Aug 2026.