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Weaver C. Barksdale & Associates’s Truist Financial TFC Stock Holding History

Weaver C. Barksdale & Associates’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 		– Sell
-18,822
Closed -$927K – 64
2025
Q4 		$927K Sell
18,822
-1,977
-10% -$91.1K 0.97% 55
2025
Q3 		$951K Sell
20,799
-1,364
-6% -$61.5K 0.91% 57
2025
Q2 		$953K Sell
22,163
-230
-1% -$9K 0.91% 59
2025
Q1 		$921K Sell
22,393
-540
-2% -$24.1K 0.88% 57
2024
Q4 		$996K Sell
22,933
-586
-2% -$26.2K 0.95% 57
2024
Q3 		$1.01M Sell
23,519
-903
-4% -$38.1K 0.91% 57
2024
Q2 		$949K Sell
24,422
-491
-2% -$18.5K 0.9% 58
2024
Q1 		$972K Sell
24,913
-205
-0.8% -$7.5K 0.89% 59
2023
Q4 		$927K Sell
25,118
-6,548
-21% -$206K 0.91% 59
2023
Q3 		$906K Buy
31,666
+5,043
+19% +$155K 0.77% 60
2023
Q2 		$810K Sell
26,623
-1,702
-6% -$52.9K 0.8% 58
2023
Q1 		$966K Sell
28,325
-1,181
-4% -$51.6K 0.9% 59
2022
Q4 		$1.27M Buy
29,506
+463
+2% +$20.3K 1.12% 56
2022
Q3 		$1.26M Sell
29,043
-1,043
-3% -$50.2K 1.27% 52
2022
Q2 		$1.43M Buy
30,086
+1,794
+6% +$88.5K 1.33% 52
2022
Q1 		$1.6M Buy
28,292
+379
+1% +$23.4K 1.43% 47
2021
Q4 		$1.63M Buy
+27,913
New +$1.71M 1.48% 46

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Weaver C. Barksdale & Associates's TFC Position: Q1 2026 in Review

Weaver C. Barksdale & Associates sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 18,822 shares — an estimated $927K sold.

Weaver C. Barksdale & Associates first reported a position in TFC in Q4 2021 and held it in 17 quarters. The position peaked at $1.63M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Weaver C. Barksdale & Associates reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 18,822 Truist Financial shares in Q1 2026, an estimated $927K.
  • Weaver C. Barksdale & Associates first reported a position in Truist Financial in Q4 2021 and held it in 17 quarters.
  • Weaver C. Barksdale & Associates's Truist Financial position peaked at $1.63M in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q1 2026, filed 14 May 2026.