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Whipplewood Advisors’s Truist Financial TFC Stock Holding History

Whipplewood 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 		$55.9K Sell
1,122
-5,435
-83% -$267K 0.04% 135
2026
Q1 		$301K Sell
6,557
-52
-0.8% -$2.57K 0.16% 111
2025
Q4 		$325K Hold
6,609
– – 0.21% 100
2025
Q3 		$302K Sell
6,609
-131
-2% -$5.91K 0.2% 102
2025
Q2 		$290K Sell
6,740
-375
-5% -$14.7K 0.16% 131
2025
Q1 		$291K Sell
7,115
-336
-5% -$15K 0.17% 122
2024
Q4 		$323K Buy
+7,451
New +$333K 0.18% 114

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Whipplewood Advisors's TFC Position: Q2 2026 in Review

Whipplewood Advisors reduced its Truist Financial (TFC) stake by 83% in Q2 2026, selling an estimated $267K and leaving 1,122 shares worth $55.9K. The position accounts for 0.04% of the portfolio, ranked #135.

Whipplewood Advisors first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $325K in Q4 2025. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Whipplewood Advisors held 1,122 shares of Truist Financial worth $55.9K as of Q2 2026.
  • Whipplewood Advisors sold 5,435 Truist Financial shares in Q2 2026, an estimated $267K.
  • Truist Financial made up 0.04% of Whipplewood Advisors's portfolio in Q2 2026, its #135 holding.
  • Whipplewood Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Whipplewood Advisors's Truist Financial position peaked at $325K in Q4 2025.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.