WA
TFC icon

WBH Advisory’s Truist Financial TFC Stock Holding History

WBH 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 		$366K Sell
7,338
-161
-2% -$7.92K 0.02% 293
2026
Q1 		$350K Buy
7,499
+452
+6% +$22.3K 0.03% 283
2025
Q4 		$347K Buy
7,047
+950
+16% +$43.8K 0.03% 277
2025
Q3 		$279K Buy
6,097
+187
+3% +$8.43K 0.02% 300
2025
Q2 		$254K Sell
5,910
-464
-7% -$18.2K 0.02% 304
2025
Q1 		$262K Sell
6,374
-21
-0.3% -$936 0.02% 285
2024
Q4 		$277K Sell
6,395
-729
-10% -$32.5K 0.03% 276
2024
Q3 		$305K Sell
7,124
-63
-0.9% -$2.66K 0.03% 265
2024
Q2 		$279K Sell
7,187
-340
-5% -$12.8K 0.03% 263
2024
Q1 		$293K Sell
7,527
-536
-7% -$19.6K 0.03% 264
2023
Q4 		$298K Sell
8,063
-46
-0.6% -$1.44K 0.03% 259
2023
Q3 		$232K Sell
8,109
-4,527
-36% -$139K 0.03% 275
2023
Q2 		$384K Buy
12,636
+391
+3% +$12.1K 0.05% 231
2023
Q1 		$418K Buy
+12,245
New +$535K 0.05% 219
2022
Q3 		$586K Buy
13,452
+102
+0.8% +$4.91K 0.08% 180
2022
Q2 		$633K Sell
13,350
-50
-0.4% -$2.47K 0.08% 181
2022
Q1 		$673K Buy
13,400
+372
+3% +$23K 0.08% 186
2021
Q4 		$763K Buy
13,028
+320
+3% +$19.6K 0.09% 177
2021
Q3 		$745K Buy
12,708
+4,291
+51% +$240K 0.1% 172
2021
Q2 		$462K Buy
8,417
+100
+1% +$5.87K 0.07% 190
2021
Q1 		$485K Sell
8,317
-121
-1% -$6.63K 0.08% 179
2020
Q4 		$436K Sell
8,438
-697
-8% -$31.6K 0.08% 182
2020
Q3 		$348K Buy
9,135
+290
+3% +$10.9K 0.07% 188
2020
Q2 		$332K Buy
8,845
+734
+9% +$26.4K 0.08% 187
2020
Q1 		$250K Sell
8,111
-310
-4% -$14.7K 0.06% 197
2019
Q4 		$474K Buy
+8,421
New +$456K 0.1% 159

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

WBH Advisory's TFC Position: Q2 2026 in Review

WBH Advisory reduced its Truist Financial (TFC) stake by 2.1% in Q2 2026, selling an estimated $7.92K and leaving 7,338 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #293.

WBH Advisory first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $763K in Q4 2021. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • WBH Advisory held 7,338 shares of Truist Financial worth $366K as of Q2 2026.
  • WBH Advisory sold 161 Truist Financial shares in Q2 2026, an estimated $7.92K.
  • Truist Financial made up 0.02% of WBH Advisory's portfolio in Q2 2026, its #293 holding.
  • WBH Advisory first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • WBH Advisory's Truist Financial position peaked at $763K in Q4 2021.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.