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Visionary Wealth Advisors’s Truist Financial TFC Stock Holding History

Visionary 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
Q2 		$282K Hold
5,669
– – 0.01% 564
2026
Q1 		$261K Hold
5,669
– – 0.01% 553
2025
Q4 		$279K Buy
+5,669
New +$261K 0.01% 513
2022
Q3 		– Sell
-13,220
Closed -$627K – 445
2022
Q2 		$627K Buy
+13,220
New +$652K 0.06% 216
2021
Q2 		– Sell
-4,805
Closed -$280K – 355
2021
Q1 		$280K Sell
4,805
-663
-12% -$36.3K 0.03% 265
2020
Q4 		$262K Buy
+5,468
New +$248K 0.03% 251

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Visionary Wealth Advisors's TFC Position: Q2 2026 in Review

Visionary Wealth Advisors held its Truist Financial (TFC) position steady in Q2 2026 at 5,669 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #564.

Visionary Wealth Advisors first reported a position in TFC in Q4 2020 and has held it in 6 quarters since. The position peaked at $627K in Q2 2022. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Visionary Wealth Advisors held 5,669 shares of Truist Financial worth $282K as of Q2 2026.
  • Visionary Wealth Advisors left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Visionary Wealth Advisors's portfolio in Q2 2026, its #564 holding.
  • Visionary Wealth Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 6 quarters since.
  • Visionary Wealth Advisors's Truist Financial position peaked at $627K in Q2 2022.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.