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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
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 $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

Tradewinds LLC's TFC Position: Q1 2026 in Review

Tradewinds LLC increased its Truist Financial (TFC) stake by 2.1% in Q1 2026, buying an estimated $42.1K and bringing the position to 40,618 shares worth $2.07M. The position accounts for 0.67% of the portfolio, ranked #33.

Tradewinds LLC first reported a position in TFC in Q4 2021 and has held it in 14 quarters since. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Tradewinds LLC held 40,618 shares of Truist Financial worth $2.07M as of Q1 2026.
  • Tradewinds LLC bought 851 Truist Financial shares in Q1 2026, an estimated $42.1K.
  • Truist Financial made up 0.67% of Tradewinds LLC's portfolio in Q1 2026, its #33 holding.
  • Tradewinds LLC first reported a position in Truist Financial in Q4 2021 and has held it in 14 quarters since.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Tradewinds LLC's 13F filing for Q1 2026, filed 4 May 2026.