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Winch Advisory Services’s Truist Financial TFC Stock Holding History

Winch Advisory 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 		$36.3K Buy
728
+8
+1% +$394 0.01% 220
2026
Q1 		$33.1K Buy
720
+8
+1% +$395 0.01% 208
2025
Q4 		$35.1K Buy
712
+8
+1% +$368 0.01% 199
2025
Q3 		$32.2K Buy
704
+7
+1% +$316 0.01% 200
2025
Q2 		$29.9K Buy
697
+10
+1% +$391 0.01% 200
2025
Q1 		$28.3K Buy
687
+7
+1% +$312 0.01% 195
2024
Q4 		$29.5K Sell
680
-593
-47% -$26.5K 0.01% 199
2024
Q3 		$54.4K Buy
1,273
+8
+0.6% +$338 0.02% 146
2024
Q2 		$49.1K Sell
1,265
-161
-11% -$6.08K 0.01% 148
2024
Q1 		$55.6K Buy
1,426
+12
+0.8% +$439 0.02% 144
2023
Q4 		$52.2K Buy
1,414
+13
+0.9% +$408 0.02% 140
2023
Q3 		$40K Sell
1,401
-63
-4% -$1.94K 0.01% 152
2023
Q2 		$44K Buy
1,464
+689
+89% +$21.4K 0.02% 137
2023
Q1 		$26K Buy
+775
New +$33.8K 0.01% 175
2019
Q3 		– Sell
-39
Closed -$2K – 424
2019
Q2 		$2K Sell
39
-24
-38% -$1.18K ﹤0.01% 383
2019
Q1 		$3K Buy
+63
New +$3.07K ﹤0.01% 300
2017
Q3 		– Sell
-91
Closed -$4K – 316
2017
Q2 		$4K Sell
91
-29,627
-100% -$1.29M ﹤0.01% 232
2017
Q1 		$1.33M Buy
29,718
+3,289
+12% +$154K 0.84% 38
2016
Q4 		$1.24M Buy
+26,429
New +$1.12M 0.86% 33

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

Winch Advisory Services's TFC Position: Q2 2026 in Review

Winch Advisory Services increased its Truist Financial (TFC) stake by 1.1% in Q2 2026, buying an estimated $394 and bringing the position to 728 shares worth $36.3K. The position accounts for 0.01% of the portfolio, ranked #220.

Winch Advisory Services first reported a position in TFC in Q4 2016 and has held it in 19 quarters since. The position peaked at $1.33M in Q1 2017. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Winch Advisory Services held 728 shares of Truist Financial worth $36.3K as of Q2 2026.
  • Winch Advisory Services bought 8 Truist Financial shares in Q2 2026, an estimated $394.
  • Truist Financial made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #220 holding.
  • Winch Advisory Services first reported a position in Truist Financial in Q4 2016 and has held it in 19 quarters since.
  • Winch Advisory Services's Truist Financial position peaked at $1.33M in Q1 2017.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.