U.S. Capital Wealth Advisors’s Truist Financial TFC Stock Holding History

U.S. Capital 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	$560K	Buy	12,174 +1,637	+16%	+$80.9K	0.01%	653
2025 Q4	$519K	Buy	10,537 +288	+3%	+$13.3K	0.01%	650
2025 Q3	$469K	Sell	10,249 -9,296	-48%	-$419K	0.01%	651
2025 Q2	$840K	Buy	19,545 +1,320	+7%	+$51.6K	0.02%	468
2025 Q1	$750K	Buy	18,225 +9,735	+115%	+$434K	0.02%	492
2024 Q4	$368K	Buy	8,490 +1,747	+26%	+$78K	0.01%	633
2024 Q3	$288K	Buy	6,743 +2	+0%	+$84	0.01%	599
2024 Q2	$262K	Buy	6,741 +51	+0.8%	+$1.93K	0.01%	591
2024 Q1	$261K	Sell	6,690 -138,205	-95%	-$5.06M	0.01%	596
2023 Q4	$5.35M	Buy	+144,895	New	+$4.55M	0.21%	111
2023 Q1	–	Sell	-29,415	Closed	-$1.27M	–	1436
2022 Q4	$1.27M	Sell	29,415 -454	-2%	-$19.9K	0.06%	287
2022 Q3	$1.3M	Sell	29,869 -69,607	-70%	-$3.35M	0.07%	278
2022 Q2	$4.72M	Sell	99,476 -2,261	-2%	-$112K	0.21%	97
2022 Q1	$5.77M	Buy	101,737 +22,883	+29%	+$1.41M	0.21%	102
2021 Q4	$4.62M	Sell	78,854 -496	-0.6%	-$30.3K	0.18%	125
2021 Q3	$4.65M	Buy	+79,350	New	+$4.43M	0.2%	122

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

U.S. Capital Wealth Advisors's TFC Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Truist Financial (TFC) stake by 16% in Q1 2026, buying an estimated $80.9K and bringing the position to 12,174 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #653.

U.S. Capital Wealth Advisors first reported a position in TFC in Q3 2021 and has held it in 16 quarters since. The position peaked at $5.77M in Q1 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

U.S. Capital Wealth Advisors held 12,174 shares of Truist Financial worth $560K as of Q1 2026.
U.S. Capital Wealth Advisors bought 1,637 Truist Financial shares in Q1 2026, an estimated $80.9K.
Truist Financial made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #653 holding.
U.S. Capital Wealth Advisors first reported a position in Truist Financial in Q3 2021 and has held it in 16 quarters since.
U.S. Capital Wealth Advisors's Truist Financial position peaked at $5.77M in Q1 2022.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.