Wealth Advisory Solutions
TFC icon

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
Q3 		$263K Buy
5,675
+545
+11% +$27.7K 0.05% 124
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

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Wealth Advisory Solutions's TFC Position: Q3 2026 in Review

Wealth Advisory Solutions increased its Truist Financial (TFC) stake by 11% in Q3 2026, buying an estimated $27.7K and bringing the position to 5,675 shares worth $263K. The position accounts for 0.05% of the portfolio, ranked #124.

Wealth Advisory Solutions first reported a position in TFC in Q3 2021 and has held it in 6 quarters since. The position peaked at $9.47M in Q1 2022. 394 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Wealth Advisory Solutions held 5,675 shares of Truist Financial worth $263K as of Q3 2026.
  • Wealth Advisory Solutions bought 545 Truist Financial shares in Q3 2026, an estimated $27.7K.
  • Truist Financial made up 0.05% of Wealth Advisory Solutions's portfolio in Q3 2026, its #124 holding.
  • Wealth Advisory Solutions first reported a position in Truist Financial in Q3 2021 and has held it in 6 quarters since.
  • Wealth Advisory Solutions's Truist Financial position peaked at $9.47M in Q1 2022.
  • 394 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Wealth Advisory Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.