WestEnd Advisors’s Truist Financial TFC Stock Holding History

WestEnd 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	$1.89K	Hold	41	–	–	﹤0.01%	162
2025 Q4	$2.02K	Buy	41 +12	+41%	+$553	﹤0.01%	161
2025 Q3	$1.33K	Hold	29	–	–	﹤0.01%	197
2025 Q2	$1.25K	Sell	29 -9	-24%	-$352	﹤0.01%	193
2025 Q1	$1.56K	Buy	38 +25	+192%	+$1.11K	﹤0.01%	171
2024 Q4	$564	Buy	13 +3	+30%	+$134	﹤0.01%	165
2024 Q3	$428	Buy	10 +3	+43%	+$127	﹤0.01%	197
2024 Q2	$272	Buy	7 +2	+40%	+$76	﹤0.01%	229
2024 Q1	$195	Buy	+5	New	+$183	﹤0.01%	250
2022 Q1	–	Sell	-16	Closed	-$988	–	116
2021 Q4	$936	Buy	+16	New	+$978	﹤0.01%	113
2021 Q3	–	Hold	0	–	–	–	100
2021 Q2	–	Hold	0	–	–	–	107
2019 Q4	–	Sell	-19	Closed	-$1.01K	–	76
2019 Q3	$1.01K	Buy	+19	New	+$942	﹤0.01%	76

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

WestEnd Advisors's TFC Position: Q1 2026 in Review

WestEnd Advisors held its Truist Financial (TFC) position steady in Q1 2026 at 41 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

WestEnd Advisors first reported a position in TFC in Q3 2019 and has held it in 11 quarters since. The position peaked at $2.02K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

WestEnd Advisors held 41 shares of Truist Financial worth $1.89K as of Q1 2026.
WestEnd Advisors left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2026, its #162 holding.
WestEnd Advisors first reported a position in Truist Financial in Q3 2019 and has held it in 11 quarters since.
WestEnd Advisors's Truist Financial position peaked at $2.02K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on WestEnd Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.