Washington Trust Advisors’s Truist Financial TFC Stock Holding History

Washington Trust 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	$54.1K	Buy	1,176 +82	+7%	+$4.05K	﹤0.01%	348
2025 Q4	$53.8K	Hold	1,094	–	–	﹤0.01%	353
2025 Q3	$50K	Hold	1,094	–	–	﹤0.01%	360
2025 Q2	$47K	Hold	1,094	–	–	﹤0.01%	326
2025 Q1	$45K	Hold	1,094	–	–	﹤0.01%	329
2024 Q4	$47.5K	Hold	1,094	–	–	﹤0.01%	332
2024 Q3	$46.8K	Hold	1,094	–	–	﹤0.01%	324
2024 Q2	$42.5K	Sell	1,094 -2,072	-65%	-$78.3K	﹤0.01%	331
2024 Q1	$123K	Hold	3,166	–	–	0.01%	229
2023 Q4	$117K	Hold	3,166	–	–	0.01%	235
2023 Q3	$90.6K	Hold	3,166	–	–	0.01%	249
2023 Q2	$96.1K	Hold	3,166	–	–	0.01%	240
2023 Q1	$108K	Hold	3,166	–	–	0.01%	234
2022 Q4	$136K	Hold	3,166	–	–	0.01%	209
2022 Q3	$138K	Hold	3,166	–	–	0.01%	237
2022 Q2	$150K	Sell	3,166 -93	-3%	-$4.59K	0.01%	235
2022 Q1	$185K	Sell	3,259 -200	-6%	-$12.4K	0.01%	251
2021 Q4	$203K	Buy	+3,459	New	+$211K	0.01%	245

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

Washington Trust Advisors's TFC Position: Q1 2026 in Review

Washington Trust Advisors increased its Truist Financial (TFC) stake by 7.5% in Q1 2026, buying an estimated $4.05K and bringing the position to 1,176 shares worth $54.1K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Washington Trust Advisors first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $203K in Q4 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Washington Trust Advisors held 1,176 shares of Truist Financial worth $54.1K as of Q1 2026.
Washington Trust Advisors bought 82 Truist Financial shares in Q1 2026, an estimated $4.05K.
Truist Financial made up ﹤0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #348 holding.
Washington Trust Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
Washington Trust Advisors's Truist Financial position peaked at $203K in Q4 2021.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.