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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
Q2 		$719K Sell
14,435
-15,604
-52% -$768K 0.06% 240
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Wealth Alliance's TFC Position: Q2 2026 in Review

Wealth Alliance reduced its Truist Financial (TFC) stake by 52% in Q2 2026, selling an estimated $768K and leaving 14,435 shares worth $719K. The position accounts for 0.06% of the portfolio, ranked #240.

Wealth Alliance first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.03M in Q4 2025. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wealth Alliance held 14,435 shares of Truist Financial worth $719K as of Q2 2026.
  • Wealth Alliance sold 15,604 Truist Financial shares in Q2 2026, an estimated $768K.
  • Truist Financial made up 0.06% of Wealth Alliance's portfolio in Q2 2026, its #240 holding.
  • Wealth Alliance first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Wealth Alliance's Truist Financial position peaked at $2.03M in Q4 2025.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.