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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
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 		$250 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 $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

WBH Advisory's TFC Position: Q1 2026 in Review

WBH Advisory increased its Truist Financial (TFC) stake by 6.4% in Q1 2026, buying an estimated $22.3K and bringing the position to 7,499 shares worth $350K. The position accounts for 0.03% of the portfolio, ranked #283.

WBH Advisory first reported a position in TFC in Q4 2019 and has held it in 25 quarters since. The position peaked at $763K in Q4 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • WBH Advisory held 7,499 shares of Truist Financial worth $350K as of Q1 2026.
  • WBH Advisory bought 452 Truist Financial shares in Q1 2026, an estimated $22.3K.
  • Truist Financial made up 0.03% of WBH Advisory's portfolio in Q1 2026, its #283 holding.
  • WBH Advisory first reported a position in Truist Financial in Q4 2019 and has held it in 25 quarters since.
  • WBH Advisory's Truist Financial position peaked at $763K in Q4 2021.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.