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 Q2	$2.14K	Buy	43 +2	+5%	+$98	﹤0.01%	182
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 $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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

WestEnd Advisors's TFC Position: Q2 2026 in Review

WestEnd Advisors increased its Truist Financial (TFC) stake by 4.9% in Q2 2026, buying an estimated $98 and bringing the position to 43 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

WestEnd Advisors first reported a position in TFC in Q3 2019 and has held it in 12 quarters since. 1,701 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

WestEnd Advisors held 43 shares of Truist Financial worth $2.14K as of Q2 2026.
WestEnd Advisors bought 2 Truist Financial shares in Q2 2026, an estimated $98.
Truist Financial made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #182 holding.
WestEnd Advisors first reported a position in Truist Financial in Q3 2019 and has held it in 12 quarters since.
1,701 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.