WCG Wealth Advisors’s Truist Financial TFC Stock Holding History

WCG Wealth 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	$737K	Buy	16,024 +755	+5%	+$37.3K	0.02%	414
2025 Q4	$751K	Buy	+15,269	New	+$703K	0.02%	396
2024 Q1	–	Sell	-12,934	Closed	-$478K	–	306
2023 Q4	$478K	Sell	12,934 -1,074	-8%	-$33.7K	0.04%	255
2023 Q3	$406K	Buy	+14,008	New	+$431K	0.03%	252
2023 Q2	–	Sell	-33,420	Closed	-$1.14M	–	185
2023 Q1	$1.14M	Buy	33,420 +855	+3%	+$37.3K	0.15%	103
2022 Q4	$1.4M	Buy	32,565 +2,273	+8%	+$99.7K	0.19%	91
2022 Q3	$1.34M	Sell	30,292 -810	-3%	-$39K	0.18%	104
2022 Q2	$1.48M	Buy	+31,102	New	+$1.53M	0.2%	88

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

WCG Wealth Advisors's TFC Position: Q1 2026 in Review

WCG Wealth Advisors increased its Truist Financial (TFC) stake by 4.9% in Q1 2026, buying an estimated $37.3K and bringing the position to 16,024 shares worth $737K. The position accounts for 0.02% of the portfolio, ranked #414.

WCG Wealth Advisors first reported a position in TFC in Q2 2022 and has held it in 8 quarters since. The position peaked at $1.48M in Q2 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

WCG Wealth Advisors held 16,024 shares of Truist Financial worth $737K as of Q1 2026.
WCG Wealth Advisors bought 755 Truist Financial shares in Q1 2026, an estimated $37.3K.
Truist Financial made up 0.02% of WCG Wealth Advisors's portfolio in Q1 2026, its #414 holding.
WCG Wealth Advisors first reported a position in Truist Financial in Q2 2022 and has held it in 8 quarters since.
WCG Wealth Advisors's Truist Financial position peaked at $1.48M in Q2 2022.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.