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 Q2	$797K	Sell	15,994 -30	-0.2%	-$1.48K	0.02%	436
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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WCG Wealth Advisors's TFC Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Truist Financial (TFC) stake by 0.19% in Q2 2026, selling an estimated $1.48K and leaving 15,994 shares worth $797K. The position accounts for 0.02% of the portfolio, ranked #436.

WCG Wealth Advisors first reported a position in TFC in Q2 2022 and has held it in 9 quarters since. The position peaked at $1.48M in Q2 2022. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

WCG Wealth Advisors held 15,994 shares of Truist Financial worth $797K as of Q2 2026.
WCG Wealth Advisors sold 30 Truist Financial shares in Q2 2026, an estimated $1.48K.
Truist Financial made up 0.02% of WCG Wealth Advisors's portfolio in Q2 2026, its #436 holding.
WCG Wealth Advisors first reported a position in Truist Financial in Q2 2022 and has held it in 9 quarters since.
WCG Wealth Advisors's Truist Financial position peaked at $1.48M in Q2 2022.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.