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Wolff Wiese Magana’s Truist Financial TFC Stock Holding History

Wolff Wiese Magana’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 		$18.1K Buy
363
+168
+86% +$8.27K 0.01% 389
2026
Q1 		$8.96K Hold
195
– – ﹤0.01% 484
2025
Q4 		$9.6K Hold
195
– – 0.01% 445
2025
Q3 		$8.92K Hold
195
– – 0.01% 462
2025
Q2 		$8.38K Hold
195
– – 0.01% 454
2025
Q1 		$8.03K Hold
195
– – 0.01% 451
2024
Q4 		$8.46K Buy
195
+155
+388% +$6.92K 0.01% 453
2024
Q3 		$1.71K Hold
40
– – ﹤0.01% 767
2024
Q2 		$1.55K Hold
40
– – ﹤0.01% 577
2024
Q1 		$1.56K Hold
40
– – ﹤0.01% 529
2023
Q4 		$1.48K Buy
+40
New +$1.26K ﹤0.01% 516
2023
Q3 		– Sell
-35
Closed -$1.06K – 850
2023
Q2 		$1.06K Sell
35
-675
-95% -$21K ﹤0.01% 610
2023
Q1 		$24.2K Sell
710
-35
-5% -$1.53K 0.02% 251
2022
Q4 		$32.1K Buy
745
+15
+2% +$658 0.03% 219
2022
Q3 		$32K Sell
730
-135
-16% -$6.5K 0.03% 311
2022
Q2 		$41K Buy
865
+20
+2% +$986 0.03% 285
2022
Q1 		$48K Hold
845
– – 0.03% 280
2021
Q4 		$49K Hold
845
– – 0.03% 281
2021
Q3 		$50K Sell
845
-34
-4% -$1.9K 0.04% 279
2021
Q2 		$49K Sell
879
-366
-29% -$21.5K 0.04% 283
2021
Q1 		$73K Hold
1,245
– – 0.06% 226
2020
Q4 		$60K Buy
+1,245
New +$56.4K 0.05% 234

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Wolff Wiese Magana's TFC Position: Q2 2026 in Review

Wolff Wiese Magana increased its Truist Financial (TFC) stake by 86% in Q2 2026, buying an estimated $8.27K and bringing the position to 363 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #389.

Wolff Wiese Magana first reported a position in TFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $73K in Q1 2021. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Wolff Wiese Magana held 363 shares of Truist Financial worth $18.1K as of Q2 2026.
  • Wolff Wiese Magana bought 168 Truist Financial shares in Q2 2026, an estimated $8.27K.
  • Truist Financial made up 0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #389 holding.
  • Wolff Wiese Magana first reported a position in Truist Financial in Q4 2020 and has held it in 22 quarters since.
  • Wolff Wiese Magana's Truist Financial position peaked at $73K in Q1 2021.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.