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Wagner Wealth Management (South Carolina)’s Truist Financial TFC Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$262K Sell
5,264
-11
-0.2% -$541 0.05% 127
2026
Q1 		$242K Sell
5,275
-8
-0.2% -$395 0.05% 124
2025
Q4 		$260K Sell
5,283
-1,218
-19% -$56.1K 0.06% 114
2025
Q3 		$297K Sell
6,501
-122
-2% -$5.5K 0.07% 100
2025
Q2 		$285K Sell
6,623
-7
-0.1% -$274 0.06% 103
2025
Q1 		$273K Sell
6,630
-28
-0.4% -$1.25K 0.07% 95
2024
Q4 		$289K Sell
6,658
-45
-0.7% -$2.01K 0.07% 90
2024
Q3 		$287K Sell
6,703
-1,157
-15% -$48.9K 0.08% 91
2024
Q2 		$305K Buy
7,860
+69
+0.9% +$2.61K 0.09% 100
2024
Q1 		$304K Buy
7,791
+23
+0.3% +$841 0.09% 97
2023
Q4 		$287K Sell
7,768
-77
-1% -$2.42K 0.1% 98
2023
Q3 		$224K Sell
7,845
-200
-2% -$6.15K 0.08% 103
2023
Q2 		$244K Buy
8,045
+26
+0.3% +$807 0.09% 101
2023
Q1 		$273K Buy
8,019
+18
+0.2% +$786 0.12% 95
2022
Q4 		$344K Buy
8,001
+343
+4% +$15K 0.21% 82
2022
Q3 		$333K Sell
7,658
-95
-1% -$4.57K 0.25% 73
2022
Q2 		$368K Buy
7,753
+26
+0.3% +$1.28K 0.29% 65
2022
Q1 		$438K Buy
7,727
+12
+0.2% +$741 0.31% 78
2021
Q4 		$452K Buy
7,715
+11
+0.1% +$672 0.35% 61
2021
Q3 		$489K Sell
7,704
-99
-1% -$5.53K 0.39% 60
2021
Q2 		$433K Buy
7,803
+739
+10% +$43.4K 0.31% 66
2021
Q1 		$412K Buy
7,064
+284
+4% +$15.6K 0.32% 65
2020
Q4 		$325K Buy
+6,780
New +$307K 0.31% 77
2018
Q3 		$456K Buy
9,392
+1,340
+17% +$68.8K 0.3% 73
2018
Q2 		$406K Sell
8,052
-388
-5% -$20.6K 0.29% 78
2018
Q1 		$439K Buy
8,440
+851
+11% +$45.8K 0.33% 69
2017
Q4 		$403K Buy
+7,589
New +$366K 0.3% 77

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

Wagner Wealth Management (South Carolina)'s TFC Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) reduced its Truist Financial (TFC) stake by 0.21% in Q2 2026, selling an estimated $541 and leaving 5,264 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #127.

Wagner Wealth Management (South Carolina) first reported a position in TFC in Q4 2017 and has held it in 27 quarters since. The position peaked at $489K in Q3 2021. 1,691 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 5,264 shares of Truist Financial worth $262K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) sold 11 Truist Financial shares in Q2 2026, an estimated $541.
  • Truist Financial made up 0.05% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #127 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Truist Financial in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s Truist Financial position peaked at $489K in Q3 2021.
  • 1,691 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.