Wealth Enhancement Advisory Services
TFC icon

Wealth Enhancement Advisory Services’s Truist Financial TFC Stock Holding History

Wealth Enhancement Advisory Services’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 		$27.6M Sell
601,694
-4,598
-0.8% -$234K 0.04% 388
2026
Q2 		$31.3M Buy
606,292
+8,297
+1% +$408K 0.05% 312
2026
Q1 		$28.2M Sell
597,995
-214,393
-26% -$10.6M 0.06% 298
2025
Q4 		$41.6M Buy
812,388
+9,573
+1% +$441K 0.06% 296
2025
Q3 		$36.3M Buy
802,815
+43,638
+6% +$1.97M 0.05% 301
2025
Q2 		$34.6M Buy
759,177
+49,275
+7% +$1.93M 0.06% 297
2025
Q1 		$29.2M Sell
709,902
-143,111
-17% -$6.38M 0.06% 307
2024
Q4 		$37M Buy
853,013
+360,227
+73% +$16.1M 0.07% 259
2024
Q3 		$21.1M Sell
492,786
-18,346
-4% -$775K 0.05% 340
2024
Q2 		$19.9M Buy
511,132
+16,553
+3% +$625K 0.05% 334
2024
Q1 		$19.3M Buy
494,579
+43,746
+10% +$1.6M 0.05% 331
2023
Q4 		$16.6M Buy
450,833
+44,668
+11% +$1.4M 0.05% 336
2023
Q3 		$11.6M Buy
+406,165
New +$12.5M 0.04% 375
2018
Q4 		– Sell
-28,569
Closed -$1.32M – 205
2018
Q3 		$1.32M Sell
28,569
-26,676
-48% -$1.37M 0.08% 92
2018
Q2 		$2.92M Buy
+55,245
New +$2.93M 0.18% 47
2018
Q1 		– Sell
-13,166
Closed -$700K – 179
2017
Q4 		$700K Buy
+13,166
New +$636K 0.05% 122

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Wealth Enhancement Advisory Services's TFC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Truist Financial (TFC) stake by 0.76% in Q3 2026, selling an estimated $234K and leaving 601,694 shares worth $27.6M. The position accounts for 0.04% of the portfolio, ranked #388.

Wealth Enhancement Advisory Services first reported a position in TFC in Q4 2017 and has held it in 16 quarters since. The position peaked at $41.6M in Q4 2025. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 601,694 shares of Truist Financial worth $27.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 4,598 Truist Financial shares in Q3 2026, an estimated $234K.
  • Truist Financial made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #388 holding.
  • Wealth Enhancement Advisory Services first reported a position in Truist Financial in Q4 2017 and has held it in 16 quarters since.
  • Wealth Enhancement Advisory Services's Truist Financial position peaked at $41.6M in Q4 2025.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

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