WWM
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Western Wealth Management’s Truist Financial TFC Stock Holding History

Western Wealth Management’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
-4,262
Closed -$210K – 990
2025
Q4 		$210K Buy
+4,262
New +$196K 0.01% 792
2025
Q1 		– Sell
-4,910
Closed -$213K – 706
2024
Q4 		$213K Sell
4,910
-188
-4% -$8.39K 0.01% 628
2024
Q3 		$218K Buy
+5,098
New +$215K 0.01% 694
2023
Q2 		– Sell
-6,110
Closed -$208K – 672
2023
Q1 		$208K Buy
6,110
+11
+0.2% +$480 0.02% 596
2022
Q4 		$262K Sell
6,099
-7,037
-54% -$309K 0.03% 498
2022
Q3 		$571K Buy
13,136
+5,907
+82% +$284K 0.03% 440
2022
Q2 		$344K Sell
7,229
-5
-0.1% -$247 0.02% 573
2022
Q1 		$410K Sell
7,234
-625
-8% -$38.6K 0.02% 587
2021
Q4 		$458K Buy
+7,859
New +$480K 0.05% 350
2021
Q2 		$409K Buy
+7,352
New +$432K 0.04% 408

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

Western Wealth Management's TFC Position: Q1 2026 in Review

Western Wealth Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,262 shares — an estimated $210K sold.

Western Wealth Management first reported a position in TFC in Q2 2021 and held it in 10 quarters. The position peaked at $571K in Q3 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Western Wealth Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Western Wealth Management sold 4,262 Truist Financial shares in Q1 2026, an estimated $210K.
  • Western Wealth Management first reported a position in Truist Financial in Q2 2021 and held it in 10 quarters.
  • Western Wealth Management's Truist Financial position peaked at $571K in Q3 2022.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.