Wealthspire Advisors (New York)’s Truist Financial TFC Stock Holding History

Wealthspire Advisors (New York)’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	$1.06M	Sell	23,056 -9,281	-29%	-$459K	0.01%	402
2025 Q4	$1.59M	Buy	32,337 +6,870	+27%	+$316K	0.01%	337
2025 Q3	$1.16M	Sell	25,467 -2,206	-8%	-$99.5K	0.01%	361
2025 Q2	$1.19M	Sell	27,673 -2,960	-10%	-$116K	0.01%	354
2025 Q1	$1.26M	Sell	30,633 -2,970	-9%	-$132K	0.01%	342
2024 Q4	$1.46M	Buy	33,603 +7,507	+29%	+$335K	0.01%	297
2024 Q3	$1.12M	Buy	26,096 +1,354	+5%	+$57.2K	0.01%	355
2024 Q2	$961K	Sell	24,742 -1,506	-6%	-$56.9K	0.01%	317
2024 Q1	$1.02M	Sell	26,248 -1,292	-5%	-$47.3K	0.01%	310
2023 Q4	$1.02M	Sell	27,540 -3,856	-12%	-$121K	0.01%	306
2023 Q3	$898K	Buy	31,396 +9,379	+43%	+$288K	0.01%	294
2023 Q2	$668K	Sell	22,017 -924	-4%	-$28.7K	0.01%	317
2023 Q1	$782K	Sell	22,941 -1,412	-6%	-$61.6K	0.01%	290
2022 Q4	$1.05M	Buy	24,353 +4,277	+21%	+$188K	0.02%	254
2022 Q3	$874K	Sell	20,076 -2,774	-12%	-$133K	0.02%	243
2022 Q2	$1.08M	Sell	22,850 -649	-3%	-$32K	0.02%	206
2022 Q1	$1.33M	Sell	23,499 -6,560	-22%	-$405K	0.03%	161
2021 Q4	$1.76M	Sell	30,059 -5,919	-16%	-$362K	0.04%	158
2021 Q3	$2.11M	Buy	35,978 +18,536	+106%	+$1.04M	0.04%	162
2021 Q2	$968K	Sell	17,442 -20,240	-54%	-$1.19M	0.03%	163
2021 Q1	$2.2M	Buy	37,682 +7,454	+25%	+$409K	0.05%	167
2020 Q4	$1.45M	Buy	30,228 +20,309	+205%	+$919K	0.04%	166
2020 Q3	$377K	Buy	9,919 +1,469	+17%	+$55.3K	0.02%	209
2020 Q2	$317K	Sell	8,450 -27,764	-77%	-$1,000K	0.02%	202
2020 Q1	$1.12M	Buy	36,214 +30,868	+577%	+$1.46M	0.05%	178
2019 Q4	$301K	Buy	+5,346	New	+$289K	0.02%	148
2019 Q1	–	Sell	-641	Closed	-$28K	–	707
2018 Q4	$28K	Buy	+641	New	+$30.8K	﹤0.01%	274

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wealthspire Advisors (New York)'s TFC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Truist Financial (TFC) stake by 29% in Q1 2026, selling an estimated $459K and leaving 23,056 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #402.

Wealthspire Advisors (New York) first reported a position in TFC in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.2M in Q1 2021. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Wealthspire Advisors (New York) held 23,056 shares of Truist Financial worth $1.06M as of Q1 2026.
Wealthspire Advisors (New York) sold 9,281 Truist Financial shares in Q1 2026, an estimated $459K.
Truist Financial made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #402 holding.
Wealthspire Advisors (New York) first reported a position in Truist Financial in Q4 2018 and has held it in 27 quarters since.
Wealthspire Advisors (New York)'s Truist Financial position peaked at $2.2M in Q1 2021.
1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.