WPA
TFC icon

Wealth Preservation Advisors’s Truist Financial TFC Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-329
Closed -$15.1K – 855
2026
Q1 		$15.1K Sell
329
-323
-50% -$16K 0.01% 350
2025
Q4 		$32.1K Buy
652
+16
+3% +$737 0.02% 228
2025
Q3 		$29.1K Sell
636
-5
-0.8% -$225 0.02% 227
2025
Q2 		$27.6K Buy
641
+32
+5% +$1.25K 0.02% 225
2025
Q1 		$25.1K Buy
+609
New +$27.1K 0.02% 240

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 Preservation Advisors's TFC Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 329 shares — an estimated $15.1K sold.

Wealth Preservation Advisors first reported a position in TFC in Q1 2025 and held it in 5 quarters. The position peaked at $32.1K in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 329 Truist Financial shares in Q2 2026, an estimated $15.1K.
  • Wealth Preservation Advisors first reported a position in Truist Financial in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Truist Financial position peaked at $32.1K in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.