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Widmann Financial Services’s Truist Financial TFC Stock Holding History

Widmann Financial Services’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 		$1.03M Sell
20,708
-75
-0.4% -$3.69K 0.55% 53
2026
Q1 		$955K Buy
20,783
+1
+0% +$49 0.57% 50
2025
Q4 		$1.02M Sell
20,782
-1,397
-6% -$64.3K 0.63% 46
2025
Q3 		$1.01M Buy
22,179
+1
+0% +$45 0.64% 43
2025
Q2 		$953K Sell
22,178
-689
-3% -$27K 0.66% 45
2025
Q1 		$941K Sell
22,867
-84
-0.4% -$3.74K 0.73% 44
2024
Q4 		$996K Sell
22,951
-79
-0.3% -$3.52K 0.77% 42
2024
Q3 		$985K Sell
23,030
-153
-0.7% -$6.46K 0.75% 42
2024
Q2 		$901K Sell
23,183
-220
-0.9% -$8.31K 0.73% 44
2024
Q1 		$912K Sell
23,403
-331
-1% -$12.1K 0.77% 44
2023
Q4 		$876K Sell
23,734
-25
-0.1% -$785 0.79% 44
2023
Q3 		$680K Buy
23,759
+937
+4% +$28.8K 0.68% 46
2023
Q2 		$693K Buy
22,822
+202
+0.9% +$6.27K 0.66% 47
2023
Q1 		$771K Buy
22,620
+101
+0.4% +$4.41K 0.78% 44
2022
Q4 		$969K Sell
22,519
-9
-0% -$395 1.01% 35
2022
Q3 		$981K Sell
22,528
-97
-0.4% -$4.67K 1.09% 33
2022
Q2 		$1.07M Buy
22,625
+453
+2% +$22.3K 1.11% 32
2022
Q1 		$1.26M Buy
22,172
+472
+2% +$29.2K 1.11% 30
2021
Q4 		$1.27M Buy
+21,700
New +$1.33M 1.05% 30

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

Widmann Financial Services's TFC Position: Q2 2026 in Review

Widmann Financial Services reduced its Truist Financial (TFC) stake by 0.36% in Q2 2026, selling an estimated $3.69K and leaving 20,708 shares worth $1.03M. The position accounts for 0.55% of the portfolio, ranked #53.

Widmann Financial Services first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.27M in Q4 2021. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Widmann Financial Services held 20,708 shares of Truist Financial worth $1.03M as of Q2 2026.
  • Widmann Financial Services sold 75 Truist Financial shares in Q2 2026, an estimated $3.69K.
  • Truist Financial made up 0.55% of Widmann Financial Services's portfolio in Q2 2026, its #53 holding.
  • Widmann Financial Services first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • Widmann Financial Services's Truist Financial position peaked at $1.27M in Q4 2021.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.