WI
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WBI Investments’s Truist Financial TFC Stock Holding History

WBI Investments’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 		$705K Sell
14,141
-2,244
-14% -$110K 0.17% 154
2026
Q1 		$753K Sell
16,385
-5,029
-23% -$249K 0.21% 140
2025
Q4 		$1.05M Buy
21,414
+3,270
+18% +$151K 0.27% 106
2025
Q3 		$830K Sell
18,144
-3,602
-17% -$162K 0.21% 132
2025
Q2 		$935K Buy
+21,746
New +$851K 0.24% 121
2024
Q2 		– Sell
-57,481
Closed -$2.24M – 227
2024
Q1 		$2.24M Buy
57,481
+40,828
+245% +$1.49M 0.47% 53
2023
Q4 		$615K Sell
16,653
-1,218
-7% -$38.2K 0.12% 136
2023
Q3 		$511K Buy
17,871
+2,360
+15% +$72.6K 0.1% 135
2023
Q2 		$471K Sell
15,511
-2,418
-13% -$75.1K 0.09% 145
2023
Q1 		$611K Sell
17,929
-4,245
-19% -$185K 0.12% 151
2022
Q4 		$954K Buy
+22,174
New +$973K 0.2% 101
2022
Q2 		– Sell
-15,147
Closed -$858K – 194
2022
Q1 		$858K Buy
+15,147
New +$936K 0.14% 124
2021
Q4 		– Sell
-58,319
Closed -$3.3M – 235
2021
Q3 		$3.3M Buy
+58,319
New +$3.26M 0.55% 44
2019
Q4 		– Sell
-69,677
Closed -$3.72M – 250
2019
Q3 		$3.72M Buy
+69,677
New +$3.45M 0.35% 62
2017
Q3 		– Sell
-239,665
Closed -$10.9M – 376
2017
Q2 		$10.9M Buy
+239,665
New +$10.4M 0.47% 44
2016
Q4 		– Sell
-51,153
Closed -$1.93M – 391
2016
Q3 		$1.93M Buy
+51,153
New +$1.91M 0.07% 166
2014
Q1 		– Sell
-230,805
Closed -$8.61M – 135
2013
Q4 		$8.61M Sell
230,805
-37,529
-14% -$1.3M 0.38% 66
2013
Q3 		$9.06M Buy
+268,334
New +$9.37M 0.43% 64

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

WBI Investments's TFC Position: Q2 2026 in Review

WBI Investments reduced its Truist Financial (TFC) stake by 14% in Q2 2026, selling an estimated $110K and leaving 14,141 shares worth $705K. The position accounts for 0.17% of the portfolio, ranked #154.

WBI Investments first reported a position in TFC in Q3 2013 and has held it in 18 quarters since. The position peaked at $10.9M in Q2 2017. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • WBI Investments held 14,141 shares of Truist Financial worth $705K as of Q2 2026.
  • WBI Investments sold 2,244 Truist Financial shares in Q2 2026, an estimated $110K.
  • Truist Financial made up 0.17% of WBI Investments's portfolio in Q2 2026, its #154 holding.
  • WBI Investments first reported a position in Truist Financial in Q3 2013 and has held it in 18 quarters since.
  • WBI Investments's Truist Financial position peaked at $10.9M in Q2 2017.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.