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Wealth Advisors of Tampa Bay’s Truist Financial TFC Stock Holding History

Wealth Advisors of Tampa Bay’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 		$1.98M Sell
43,127
-3,475
-7% -$172K 0.66% 47
2025
Q4 		$2.29M Sell
46,602
-2,800
-6% -$129K 0.79% 42
2025
Q3 		$2.26M Buy
49,402
+300
+0.6% +$13.5K 0.75% 47
2025
Q2 		$2.11M Buy
49,102
+15,865
+48% +$621K 0.8% 46
2025
Q1 		$1.37M Buy
33,237
+11,422
+52% +$509K 0.56% 54
2024
Q4 		$946K Sell
21,815
-440
-2% -$19.6K 0.41% 61
2024
Q3 		$952K Sell
22,255
-150
-0.7% -$6.33K 0.4% 66
2024
Q2 		$870K Buy
22,405
+490
+2% +$18.5K 0.41% 65
2024
Q1 		$854K Hold
21,915
– – 0.41% 65
2023
Q4 		$809K Sell
21,915
-69,395
-76% -$2.18M 0.41% 61
2023
Q3 		$2.61M Buy
91,310
+55,588
+156% +$1.71M 0.72% 49
2023
Q2 		$1.08M Buy
35,722
+6,015
+20% +$187K 0.59% 51
2023
Q1 		$1.01M Sell
29,707
-10,911
-27% -$476K 0.58% 51
2022
Q4 		$1.75M Buy
40,618
+240
+0.6% +$10.5K 1.08% 41
2022
Q3 		$1.76M Sell
40,378
-37,760
-48% -$1.82M 1.21% 36
2022
Q2 		$3.71M Buy
78,138
+190
+0.2% +$9.37K 1.14% 40
2022
Q1 		$4.42M Sell
77,948
-350
-0.4% -$21.6K 1.2% 37
2021
Q4 		$4.58M Buy
78,298
+39,229
+100% +$2.4M 1.12% 42
2021
Q3 		$2.29M Buy
39,069
+1,260
+3% +$70.4K 1.27% 41
2021
Q2 		$2.1M Sell
37,809
-1,236
-3% -$72.6K 1.17% 42
2021
Q1 		$2.28M Sell
39,045
-370
-0.9% -$20.3K 1.35% 35
2020
Q4 		$1.89M Sell
39,415
-350
-0.9% -$15.8K 1.32% 39
2020
Q3 		$1.51M Buy
39,765
+8,679
+28% +$327K 1.12% 41
2020
Q2 		$1.17M Buy
31,086
+1,052
+4% +$37.9K 0.97% 44
2020
Q1 		$926K Hold
30,034
– – 1.04% 38
2019
Q4 		$1.69M Buy
+30,034
New +$1.63M 1.56% 32

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

Wealth Advisors of Tampa Bay's TFC Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay reduced its Truist Financial (TFC) stake by 7.5% in Q1 2026, selling an estimated $172K and leaving 43,127 shares worth $1.98M. The position accounts for 0.66% of the portfolio, ranked #47.

Wealth Advisors of Tampa Bay first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.58M in Q4 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Wealth Advisors of Tampa Bay held 43,127 shares of Truist Financial worth $1.98M as of Q1 2026.
  • Wealth Advisors of Tampa Bay sold 3,475 Truist Financial shares in Q1 2026, an estimated $172K.
  • Truist Financial made up 0.66% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #47 holding.
  • Wealth Advisors of Tampa Bay first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Wealth Advisors of Tampa Bay's Truist Financial position peaked at $4.58M in Q4 2021.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.