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West Financial Advisors’s Truist Financial TFC Stock Holding History

West Financial 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
Q1 		– Sell
-102
Closed -$5.02K – 234
2025
Q4 		$5.02K Buy
+102
New +$4.7K ﹤0.01% 174
2023
Q4 		– Sell
-139
Closed -$3.98K – 201
2023
Q3 		$3.98K Buy
+139
New +$4.27K ﹤0.01% 161
2022
Q2 		– Sell
-140
Closed -$8K – 195
2022
Q1 		$8K Buy
+140
New +$8.65K ﹤0.01% 147

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

West Financial Advisors's TFC Position: Q1 2026 in Review

West Financial Advisors sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 102 shares — an estimated $5.02K sold.

West Financial Advisors first reported a position in TFC in Q1 2022 and held it in 3 quarters. The position peaked at $8K in Q1 2022. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • West Financial Advisors reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • West Financial Advisors sold 102 Truist Financial shares in Q1 2026, an estimated $5.02K.
  • West Financial Advisors first reported a position in Truist Financial in Q1 2022 and held it in 3 quarters.
  • West Financial Advisors's Truist Financial position peaked at $8K in Q1 2022.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.