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Wealth Alliance’s Truist Financial TFC Stock Holding History

Wealth Alliance’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 		$1.38M Sell
30,039
-11,115
-27% -$549K 0.14% 140
2025
Q4 		$2.03M Buy
41,154
+5,170
+14% +$238K 0.2% 89
2025
Q3 		$1.65M Sell
35,984
-289
-0.8% -$13K 0.17% 113
2025
Q2 		$1.56M Sell
36,273
-894
-2% -$35K 0.17% 118
2025
Q1 		$1.53M Buy
37,167
+454
+1% +$20.2K 0.19% 108
2024
Q4 		$1.59M Sell
36,713
-849
-2% -$37.9K 0.19% 107
2024
Q3 		$1.61M Sell
37,562
-280
-0.7% -$11.8K 0.19% 104
2024
Q2 		$1.47M Buy
37,842
+1,334
+4% +$50.4K 0.19% 103
2024
Q1 		$1.42M Buy
36,508
+411
+1% +$15K 0.19% 116
2023
Q4 		$1.33M Buy
36,097
+637
+2% +$20K 0.19% 112
2023
Q3 		$1.01M Sell
35,460
-5,396
-13% -$166K 0.16% 130
2023
Q2 		$1.24M Sell
40,856
-3,455
-8% -$107K 0.19% 116
2023
Q1 		$1.51M Buy
44,311
+11,114
+33% +$485K 0.24% 90
2022
Q4 		$1.43M Buy
33,197
+3,152
+10% +$138K 0.25% 90
2022
Q3 		$1.31M Buy
30,045
+3,314
+12% +$159K 0.26% 83
2022
Q2 		$1.27M Buy
26,731
+2,868
+12% +$141K 0.24% 92
2022
Q1 		$1.35M Buy
23,863
+477
+2% +$29.5K 0.28% 78
2021
Q4 		$1.37M Sell
23,386
-1,612
-6% -$98.5K 0.28% 80
2021
Q3 		$1.47M Buy
24,998
+4,228
+20% +$236K 0.33% 61
2021
Q2 		$1.15M Sell
20,770
-742
-3% -$43.6K 0.27% 85
2021
Q1 		$1.25M Buy
21,512
+4,186
+24% +$229K 0.35% 64
2020
Q4 		$831K Buy
17,326
+381
+2% +$17.2K 0.24% 105
2020
Q3 		$645K Buy
16,945
+834
+5% +$31.4K 0.23% 113
2020
Q2 		$605K Buy
16,111
+4,572
+40% +$165K 0.24% 107
2020
Q1 		$356K Buy
11,539
+564
+5% +$26.7K 0.19% 138
2019
Q4 		$618K Buy
+10,975
New +$594K 0.44% 58

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 Alliance's TFC Position: Q1 2026 in Review

Wealth Alliance reduced its Truist Financial (TFC) stake by 27% in Q1 2026, selling an estimated $549K and leaving 30,039 shares worth $1.38M. The position accounts for 0.14% of the portfolio, ranked #140.

Wealth Alliance first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.03M in Q4 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Wealth Alliance held 30,039 shares of Truist Financial worth $1.38M as of Q1 2026.
  • Wealth Alliance sold 11,115 Truist Financial shares in Q1 2026, an estimated $549K.
  • Truist Financial made up 0.14% of Wealth Alliance's portfolio in Q1 2026, its #140 holding.
  • Wealth Alliance first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Wealth Alliance's Truist Financial position peaked at $2.03M in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.