WealthShield Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Sell |
23,138
-2,985
| -11% | -$148K | 0.12% | 177 |
|
|
2025
Q4 | $1.29M | Buy |
26,123
+22
| +0.1% | +$1.01K | 0.14% | 149 |
|
|
2025
Q3 | $1.19M | Sell |
26,101
-159
| -0.6% | -$7.17K | 0.14% | 159 |
|
|
2025
Q2 | $1.13M | Sell |
26,260
-64
| -0.2% | -$2.5K | 0.14% | 163 |
|
|
2025
Q1 | $1.08M | Buy |
26,324
+715
| +3% | +$31.9K | 0.14% | 155 |
|
|
2024
Q4 | $1.11M | Sell |
25,609
-1,131
| -4% | -$50.5K | 0.16% | 140 |
|
|
2024
Q3 | $1.14M | Hold |
26,740
| – | – | 0.15% | 141 |
|
|
2024
Q2 | $1.04M | Sell |
26,740
-3,911
| -13% | -$148K | 0.16% | 143 |
|
|
2024
Q1 | $1.19M | Sell |
30,651
-196
| -0.6% | -$7.17K | 0.19% | 129 |
|
|
2023
Q4 | $1.14M | Buy |
30,847
+36
| +0.1% | +$1.13K | 0.19% | 131 |
|
|
2023
Q3 | $882K | Buy |
30,811
+23,442
| +318% | +$721K | 0.13% | 158 |
|
|
2023
Q2 | $224K | Buy |
+7,369
| New | +$229K | 0.03% | 281 |
|
|
2022
Q4 | – | Sell |
-6,145
| Closed | -$268K | – | 308 |
|
|
2022
Q3 | $268K | Sell |
6,145
-170
| -3% | -$8.18K | 0.05% | 255 |
|
|
2022
Q2 | $300K | Sell |
6,315
-94
| -1% | -$4.64K | 0.06% | 249 |
|
|
2022
Q1 | $363K | Sell |
6,409
-24,541
| -79% | -$1.52M | 0.06% | 266 |
|
|
2021
Q4 | $1.81M | Buy |
30,950
+163
| +0.5% | +$9.96K | 0.3% | 72 |
|
|
2021
Q3 | $1.81M | Sell |
30,787
-519
| -2% | -$29K | 0.48% | 53 |
|
|
2021
Q2 | $1.74M | Sell |
31,306
-88
| -0.3% | -$5.17K | 0.27% | 73 |
|
|
2021
Q1 | $1.83M | Sell |
31,394
-7,147
| -19% | -$392K | 0.33% | 73 |
|
|
2020
Q4 | $1.85M | Buy |
38,541
+4,767
| +14% | +$216K | 0.34% | 67 |
|
|
2020
Q3 | $1.28M | Sell |
33,774
-367
| -1% | -$13.8K | 0.45% | 60 |
|
|
2020
Q2 | $1.28M | Buy |
34,141
+225
| +0.7% | +$8.1K | 0.59% | 42 |
|
|
2020
Q1 | $1.05M | Buy |
33,916
+231
| +0.7% | +$10.9K | 0.64% | 35 |
|
|
2019
Q4 | $1.9M | Buy |
33,685
+8,489
| +34% | +$460K | 0.92% | 25 |
|
|
2019
Q3 | $1.34M | Hold |
25,196
| – | – | 0.71% | 27 |
|
|
2019
Q2 | $1.24M | Hold |
25,196
| – | – | 0.72% | 27 |
|
|
2019
Q1 | $1.17M | Hold |
25,196
| – | – | 0.66% | 31 |
|
|
2018
Q4 | $1.09M | Buy |
25,196
+1,014
| +4% | +$48.7K | 0.74% | 27 |
|
|
2018
Q3 | $1.17M | Sell |
24,182
-930
| -4% | -$47.7K | 0.67% | 29 |
|
|
2018
Q2 | $1.25M | Buy |
25,112
+930
| +4% | +$49.4K | 0.76% | 25 |
|
|
2018
Q1 | $1.26M | Sell |
24,182
-1,110
| -4% | -$59.8K | 0.8% | 25 |
|
|
2017
Q4 | $1.26M | Buy |
+25,292
| New | +$1.22M | 0.77% | 28 |
|
Other funds holding TFC
VCM
VPM
WealthShield Partners's TFC Position: Q1 2026 in Review
WealthShield Partners reduced its Truist Financial (TFC) stake by 11% in Q1 2026, selling an estimated $148K and leaving 23,138 shares worth $1.06M. The position accounts for 0.12% of the portfolio, ranked #177.
WealthShield Partners first reported a position in TFC in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.9M in Q4 2019. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- WealthShield Partners held 23,138 shares of Truist Financial worth $1.06M as of Q1 2026.
- WealthShield Partners sold 2,985 Truist Financial shares in Q1 2026, an estimated $148K.
- Truist Financial made up 0.12% of WealthShield Partners's portfolio in Q1 2026, its #177 holding.
- WealthShield Partners first reported a position in Truist Financial in Q4 2017 and has held it in 32 quarters since.
- WealthShield Partners's Truist Financial position peaked at $1.9M in Q4 2019.
- 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.