WealthTrust Axiom’s Truist Financial TFC Stock Holding History

WealthTrust Axiom’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	$261K	Sell	5,242 -59	-1%	-$2.9K	0.06%	243
2026 Q1	$244K	Hold	5,301	–	–	0.06%	235
2025 Q4	$261K	Hold	5,301	–	–	0.07%	214
2025 Q3	$242K	Hold	5,301	–	–	0.06%	225
2025 Q2	$228K	Sell	5,301 -4,510	-46%	-$176K	0.07%	221
2025 Q1	$404K	Hold	9,811	–	–	0.12%	151
2024 Q4	$426K	Sell	9,811 -133	-1%	-$5.93K	0.13%	147
2024 Q3	$425K	Hold	9,944	–	–	0.13%	150
2024 Q2	$386K	Hold	9,944	–	–	0.13%	156
2024 Q1	$388K	Hold	9,944	–	–	0.12%	156
2023 Q4	$367K	Sell	9,944 -980	-9%	-$30.8K	0.12%	156
2023 Q3	$313K	Hold	10,924	–	–	0.11%	164
2023 Q2	$332K	Hold	10,924	–	–	0.11%	169
2023 Q1	$373K	Hold	10,924	–	–	0.13%	157
2022 Q4	$470K	Sell	10,924 -1	-0%	-$44	0.16%	127
2022 Q3	$475K	Buy	10,925 +314	+3%	+$15.1K	0.18%	112
2022 Q2	$503K	Hold	10,611	–	–	0.18%	116
2022 Q1	$601K	Hold	10,611	–	–	0.19%	109
2021 Q4	$621K	Buy	10,611 +120	+1%	+$7.33K	0.2%	103
2021 Q3	$615K	Buy	10,491 +70	+0.7%	+$3.91K	0.21%	103
2021 Q2	$578K	Buy	10,421 +159	+2%	+$9.34K	0.19%	113
2021 Q1	$598K	Hold	10,262	–	–	0.2%	103
2020 Q4	$491K	Buy	10,262 +1	+0%	+$45	0.18%	113
2020 Q3	$390K	Buy	10,261 +1,937	+23%	+$73K	0.17%	112
2020 Q2	$312K	Buy	8,324 +1	+0%	+$36	0.14%	130
2020 Q1	$256K	Buy	8,323 +1	+0%	+$47	0.13%	139
2019 Q4	$468K	Buy	8,322 +1,244	+18%	+$67.4K	0.16%	109
2019 Q3	$377K	Hold	7,078	–	–	0.13%	125
2019 Q2	$347K	Hold	7,078	–	–	0.12%	139
2019 Q1	$329K	Hold	7,078	–	–	0.12%	147
2018 Q4	$306K	Hold	7,078	–	–	0.13%	138
2018 Q3	$343K	Buy	7,078 +229	+3%	+$11.8K	0.12%	140
2018 Q2	$345K	Hold	6,849	–	–	0.12%	140
2018 Q1	$356K	Hold	6,849	–	–	0.13%	140
2017 Q4	$340K	Hold	6,849	–	–	0.13%	142
2017 Q3	$321K	Hold	6,849	–	–	0.12%	151
2017 Q2	$311K	Hold	6,849	–	–	0.12%	153
2017 Q1	$306K	Buy	6,849 +85	+1%	+$3.97K	0.11%	155
2016 Q4	$318K	Buy	6,764 +4	+0.1%	+$170	0.12%	148
2016 Q3	$254K	Buy	6,760 +4	+0.1%	+$149	0.09%	167
2016 Q2	$240K	Buy	6,756 +4	+0.1%	+$140	0.09%	171
2016 Q1	$224K	Buy	6,752 +4	+0.1%	+$133	0.09%	174
2015 Q4	$255K	Buy	6,748 +4	+0.1%	+$150	0.1%	160
2015 Q3	$240K	Buy	+6,744	New	+$260K	0.1%	158

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WealthTrust Axiom's TFC Position: Q2 2026 in Review

WealthTrust Axiom reduced its Truist Financial (TFC) stake by 1.1% in Q2 2026, selling an estimated $2.9K and leaving 5,242 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #243.

WealthTrust Axiom first reported a position in TFC in Q3 2015 and has held it in 44 quarters since. The position peaked at $621K in Q4 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

WealthTrust Axiom held 5,242 shares of Truist Financial worth $261K as of Q2 2026.
WealthTrust Axiom sold 59 Truist Financial shares in Q2 2026, an estimated $2.9K.
Truist Financial made up 0.06% of WealthTrust Axiom's portfolio in Q2 2026, its #243 holding.
WealthTrust Axiom first reported a position in Truist Financial in Q3 2015 and has held it in 44 quarters since.
WealthTrust Axiom's Truist Financial position peaked at $621K in Q4 2021.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.