Westfuller Advisors’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$23.5K Buy
511
+29
+6% +$1.43K 0.01% 338
2025
Q4
$23.7K Buy
482
+101
+27% +$4.65K 0.01% 360
2025
Q3
$17.4K Buy
+381
New +$17.2K 0.01% 384

Other funds holding TFC

Westfuller Advisors's TFC Position: Q1 2026 in Review

Westfuller Advisors increased its Truist Financial (TFC) stake by 6% in Q1 2026, buying an estimated $1.43K and bringing the position to 511 shares worth $23.5K. The position accounts for 0.01% of the portfolio, ranked #338.

Westfuller Advisors first reported a position in TFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $23.7K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Westfuller Advisors held 511 shares of Truist Financial worth $23.5K as of Q1 2026.
  • Westfuller Advisors bought 29 Truist Financial shares in Q1 2026, an estimated $1.43K.
  • Truist Financial made up 0.01% of Westfuller Advisors's portfolio in Q1 2026, its #338 holding.
  • Westfuller Advisors first reported a position in Truist Financial in Q3 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Truist Financial position peaked at $23.7K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.