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Westover Capital Advisors’s Truist Financial TFC Stock Holding History

Westover Capital 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 		$635K Buy
13,818
+3,800
+38% +$188K 0.12% 124
2025
Q4 		$493K Hold
10,018
– – 0.09% 154
2025
Q3 		$458K Hold
10,018
– – 0.08% 152
2025
Q2 		$431K Sell
10,018
-448
-4% -$17.5K 0.09% 158
2025
Q1 		$431K Sell
10,466
-1,752
-14% -$78.1K 0.1% 159
2024
Q4 		$530K Hold
12,218
– – 0.12% 143
2024
Q3 		$523K Buy
12,218
+5,200
+74% +$220K 0.1% 144
2024
Q2 		$273K Sell
7,018
-45
-0.6% -$1.7K 0.07% 181
2024
Q1 		$275K Hold
7,063
– – 0.08% 151
2023
Q4 		$261K Buy
7,063
+4
+0.1% +$126 0.08% 151
2023
Q3 		$202K Sell
7,059
-12,348
-64% -$380K 0.07% 173
2023
Q2 		$589K Sell
19,407
-12,328
-39% -$383K 0.2% 93
2023
Q1 		$1.08M Buy
31,735
+4,506
+17% +$197K 0.4% 64
2022
Q4 		$1.17M Sell
27,229
-60,033
-69% -$2.63M 0.46% 61
2022
Q3 		$3.8M Sell
87,262
-2,022
-2% -$97.3K 1.45% 19
2022
Q2 		$4.24M Sell
89,284
-19,250
-18% -$949K 1.56% 17
2022
Q1 		$6.15M Sell
108,534
-1,180
-1% -$72.9K 1.92% 12
2021
Q4 		$6.42M Sell
109,714
-3,595
-3% -$220K 1.87% 13
2021
Q3 		$6.65M Buy
113,309
+2,933
+3% +$164K 2.08% 10
2021
Q2 		$6.13M Sell
110,376
-2,217
-2% -$130K 1.97% 13
2021
Q1 		$6.57M Buy
112,593
+2,177
+2% +$119K 2.26% 9
2020
Q4 		$5.29M Buy
110,416
+7,924
+8% +$359K 1.91% 14
2020
Q3 		$3.9M Buy
102,492
+2,759
+3% +$104K 1.6% 21
2020
Q2 		$3.75M Sell
99,733
-200
-0.2% -$7.2K 1.76% 19
2020
Q1 		$3.08M Buy
99,933
+26,110
+35% +$1.23M 1.67% 20
2019
Q4 		$4.16M Buy
73,823
+742
+1% +$40.2K 1.86% 17
2019
Q3 		$3.9M Buy
73,081
+2,945
+4% +$146K 1.84% 18
2019
Q2 		$3.45M Buy
70,136
+21,105
+43% +$1.03M 1.7% 20
2019
Q1 		$2.28M Buy
49,031
+38,420
+362% +$1.87M 1.18% 35
2018
Q4 		$460K Buy
10,611
+130
+1% +$6.24K 0.29% 70
2018
Q3 		$509K Sell
10,481
-83
-0.8% -$4.26K 0.26% 80
2018
Q2 		$533K Sell
10,564
-1,600
-13% -$85K 0.29% 74
2018
Q1 		$633K Sell
12,164
-2,561
-17% -$138K 0.34% 70
2017
Q4 		$732K Sell
14,725
-2,762
-16% -$133K 0.4% 74
2017
Q3 		$821K Sell
17,487
-41,524
-70% -$1.91M 0.48% 56
2017
Q2 		$2.68M Sell
59,011
-5,291
-8% -$230K 1.76% 20
2017
Q1 		$2.87M Buy
64,302
+19,979
+45% +$933K 1.92% 19
2016
Q4 		$2.08M Sell
44,323
-691
-2% -$29.4K 1.49% 26
2016
Q3 		$1.7M Buy
45,014
+20,433
+83% +$761K 1.26% 29
2016
Q2 		$875K Sell
24,581
-4,914
-17% -$172K 0.72% 46
2016
Q1 		$981K Buy
29,495
+16,891
+134% +$561K 0.83% 41
2015
Q4 		$477K Buy
12,604
+142
+1% +$5.34K 0.4% 63
2015
Q3 		$444K Buy
12,462
+253
+2% +$9.76K 0.38% 65
2015
Q2 		$492K Buy
+12,209
New +$483K 0.39% 63

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

Westover Capital Advisors's TFC Position: Q1 2026 in Review

Westover Capital Advisors increased its Truist Financial (TFC) stake by 38% in Q1 2026, buying an estimated $188K and bringing the position to 13,818 shares worth $635K. The position accounts for 0.12% of the portfolio, ranked #124.

Westover Capital Advisors first reported a position in TFC in Q2 2015 and has held it in 44 quarters since. The position peaked at $6.65M in Q3 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Westover Capital Advisors held 13,818 shares of Truist Financial worth $635K as of Q1 2026.
  • Westover Capital Advisors bought 3,800 Truist Financial shares in Q1 2026, an estimated $188K.
  • Truist Financial made up 0.12% of Westover Capital Advisors's portfolio in Q1 2026, its #124 holding.
  • Westover Capital Advisors first reported a position in Truist Financial in Q2 2015 and has held it in 44 quarters since.
  • Westover Capital Advisors's Truist Financial position peaked at $6.65M in Q3 2021.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.