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Waverly Advisors’s Truist Financial TFC Stock Holding History

Waverly 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 		$9.03M Buy
196,487
+3,928
+2% +$194K 0.07% 283
2025
Q4 		$9.48M Buy
192,559
+105,373
+121% +$4.85M 0.08% 251
2025
Q3 		$3.99M Buy
87,186
+649
+0.7% +$29.3K 0.04% 361
2025
Q2 		$3.72M Buy
86,537
+7,924
+10% +$310K 0.04% 364
2025
Q1 		$3.23M Buy
78,613
+419
+0.5% +$18.7K 0.04% 375
2024
Q4 		$3.39M Buy
78,194
+6,546
+9% +$292K 0.05% 278
2024
Q3 		$3.06M Buy
71,648
+20,679
+41% +$873K 0.06% 263
2024
Q2 		$1.98M Sell
50,969
-7,265
-12% -$274K 0.04% 319
2024
Q1 		$2.27M Buy
58,234
+1,112
+2% +$40.7K 0.05% 238
2023
Q4 		$2.11M Sell
57,122
-8,826
-13% -$277K 0.08% 142
2023
Q3 		$1.89M Buy
65,948
+21,660
+49% +$666K 0.08% 141
2023
Q2 		$1.34M Buy
44,288
+4,723
+12% +$147K 0.06% 159
2023
Q1 		$1.35M Buy
39,565
+1,263
+3% +$55.1K 0.07% 122
2022
Q4 		$1.65M Buy
38,302
+24,460
+177% +$1.07M 0.09% 100
2022
Q3 		$603K Buy
+13,842
New +$666K 0.04% 141
2022
Q2 		– Sell
-4,413
Closed -$250K – 223
2022
Q1 		$250K Buy
4,413
+10
+0.2% +$618 0.02% 175
2021
Q4 		$280K Buy
4,403
+68
+2% +$4.15K 0.02% 168
2021
Q3 		$275K Buy
4,335
+637
+17% +$35.6K 0.02% 179
2021
Q2 		$212K Buy
+3,698
New +$217K 0.02% 182
2015
Q4 		– Sell
-800
Closed -$28K – 364
2015
Q3 		$28K Hold
800
– – 0.02% 211
2015
Q2 		$32K Hold
800
– – 0.02% 181
2015
Q1 		$31K Hold
800
– – 0.02% 158
2014
Q4 		$31K Buy
+800
New +$30.1K 0.02% 171
2014
Q1 		– Sell
-266
Closed -$10K – 822
2013
Q4 		$10K Sell
266
-258
-49% -$8.92K ﹤0.01% 560
2013
Q3 		$18K Buy
+524
New +$18.3K 0.01% 368

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Waverly Advisors's TFC Position: Q1 2026 in Review

Waverly Advisors increased its Truist Financial (TFC) stake by 2% in Q1 2026, buying an estimated $194K and bringing the position to 196,487 shares worth $9.03M. The position accounts for 0.07% of the portfolio, ranked #283.

Waverly Advisors first reported a position in TFC in Q3 2013 and has held it in 25 quarters since. The position peaked at $9.48M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Waverly Advisors held 196,487 shares of Truist Financial worth $9.03M as of Q1 2026.
  • Waverly Advisors bought 3,928 Truist Financial shares in Q1 2026, an estimated $194K.
  • Truist Financial made up 0.07% of Waverly Advisors's portfolio in Q1 2026, its #283 holding.
  • Waverly Advisors first reported a position in Truist Financial in Q3 2013 and has held it in 25 quarters since.
  • Waverly Advisors's Truist Financial position peaked at $9.48M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.