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VSM Wealth Advisory’s Truist Financial TFC Stock Holding History

VSM Wealth Advisory’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 		$186K Hold
3,730
– – 0.05% 116
2026
Q1 		$171K Hold
3,730
– – 0.05% 119
2025
Q4 		$184K Hold
3,730
– – 0.06% 112
2025
Q3 		$171K Sell
3,730
-2,315
-38% -$104K 0.05% 97
2025
Q2 		$260K Buy
6,045
+1,115
+23% +$43.6K 0.09% 79
2025
Q1 		$203K Hold
4,930
– – 0.07% 90
2024
Q4 		$214K Buy
+4,930
New +$220K 0.08% 85

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

VSM Wealth Advisory's TFC Position: Q2 2026 in Review

VSM Wealth Advisory held its Truist Financial (TFC) position steady in Q2 2026 at 3,730 shares worth $186K. The position accounts for 0.05% of the portfolio, ranked #116.

VSM Wealth Advisory first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $260K in Q2 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • VSM Wealth Advisory held 3,730 shares of Truist Financial worth $186K as of Q2 2026.
  • VSM Wealth Advisory left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.05% of VSM Wealth Advisory's portfolio in Q2 2026, its #116 holding.
  • VSM Wealth Advisory first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Truist Financial position peaked at $260K in Q2 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.