Wealth Advisory Solutions’s Truist Financial TFC Stock Holding History

Wealth Advisory Solutions’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	$256K	Buy	+5,130	New	+$252K	0.05%	128
2022 Q4	–	Sell	-152,910	Closed	-$6.66M	–	137
2022 Q3	$6.66M	Sell	152,910 -23,787	-13%	-$1.14M	1.84%	13
2022 Q2	$8.38M	Buy	176,697 +9,700	+6%	+$478K	2.06%	12
2022 Q1	$9.47M	Buy	+166,997	New	+$10.3M	1.97%	11
2021 Q3	$291K	Buy	+4,967	New	+$278K	0.06%	137

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 $3.37T AUM 44.26% 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

Wealth Advisory Solutions's TFC Position: Q2 2026 in Review

Wealth Advisory Solutions opened a new position in Truist Financial (TFC) in Q2 2026: 5,130 shares worth $256K. The stake represents 0.05% of the portfolio and ranks #128 among its holdings. This is a return to the name: Wealth Advisory Solutions previously reported a position in TFC as recently as Q3 2022.

Wealth Advisory Solutions first reported a position in TFC in Q3 2021 and has held it in 5 quarters since. The position peaked at $9.47M in Q1 2022. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Wealth Advisory Solutions held 5,130 shares of Truist Financial worth $256K as of Q2 2026.
Truist Financial was a new Wealth Advisory Solutions position in Q2 2026.
Truist Financial made up 0.05% of Wealth Advisory Solutions's portfolio in Q2 2026, its #128 holding.
Wealth Advisory Solutions first reported a position in Truist Financial in Q3 2021 and has held it in 5 quarters since.
Wealth Advisory Solutions's Truist Financial position peaked at $9.47M in Q1 2022.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.