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Woodard & Company Asset Management Group’s Truist Financial TFC Stock Holding History

Woodard & Company Asset Management Group’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 		$787K Sell
17,126
-131
-0.8% -$6.47K 0.13% 75
2025
Q4 		$849K Sell
17,257
-240
-1% -$11.1K 0.13% 71
2025
Q3 		$800K Buy
17,497
+1,795
+11% +$80.9K 0.13% 66
2025
Q2 		$675K Hold
15,702
– – 0.12% 68
2025
Q1 		$646K Sell
15,702
-586
-4% -$26.1K 0.13% 67
2024
Q4 		$707K Sell
16,288
-300
-2% -$13.4K 0.15% 63
2024
Q3 		$709K Sell
16,588
-200
-1% -$8.45K 0.16% 58
2024
Q2 		$652K Hold
16,788
– – 0.16% 56
2024
Q1 		$654K Hold
16,788
– – 0.17% 52
2023
Q4 		$620K Hold
16,788
– – 0.18% 52
2023
Q3 		$480K Hold
16,788
– – 0.16% 50
2023
Q2 		$510K Hold
16,788
– – 0.17% 57
2023
Q1 		$572K Hold
16,788
– – 0.2% 52
2022
Q4 		$722K Hold
16,788
– – 0.26% 52
2022
Q3 		$731K Buy
16,788
+3,792
+29% +$182K 0.34% 47
2022
Q2 		$616K Buy
12,996
+216
+2% +$10.7K 0.25% 49
2022
Q1 		$725K Hold
12,780
– – 0.3% 48
2021
Q4 		$748K Hold
12,780
– – 0.35% 46
2021
Q3 		$750K Buy
12,780
+786
+7% +$43.9K 0.46% 41
2021
Q2 		$666K Hold
11,994
– – 0.4% 44
2021
Q1 		$699K Sell
11,994
-1
-0% -$55 0.44% 42
2020
Q4 		$575K Sell
11,995
-67
-0.6% -$3.03K 0.35% 40
2020
Q3 		$459K Sell
12,062
-945
-7% -$35.6K 0.3% 42
2020
Q2 		$488K Hold
13,007
– – 0.33% 42
2020
Q1 		$401K Sell
13,007
-62
-0.5% -$2.93K 0.29% 42
2019
Q4 		$736K Sell
13,069
-15,552
-54% -$842K 0.44% 34
2019
Q3 		$1.53M Buy
28,621
+22,691
+383% +$1.12M 0.97% 13
2019
Q2 		$291K Hold
5,930
– – 2.25% 14
2019
Q1 		$276K Hold
5,930
– – 2.32% 16
2018
Q4 		$257K Sell
5,930
-20,386
-77% -$979K 2.6% 16
2018
Q3 		$1.28M Buy
26,316
+1,106
+4% +$56.8K 1.16% 6
2018
Q2 		$1.27M Buy
25,210
+360
+1% +$19.1K 1.23% 6
2018
Q1 		$1.29M Buy
24,850
+175
+0.7% +$9.43K 1.27% 7
2017
Q4 		$1.23M Buy
+24,675
New +$1.19M 1.06% 9

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

Woodard & Company Asset Management Group's TFC Position: Q1 2026 in Review

Woodard & Company Asset Management Group reduced its Truist Financial (TFC) stake by 0.76% in Q1 2026, selling an estimated $6.47K and leaving 17,126 shares worth $787K. The position accounts for 0.13% of the portfolio, ranked #75.

Woodard & Company Asset Management Group first reported a position in TFC in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.53M in Q3 2019. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Woodard & Company Asset Management Group held 17,126 shares of Truist Financial worth $787K as of Q1 2026.
  • Woodard & Company Asset Management Group sold 131 Truist Financial shares in Q1 2026, an estimated $6.47K.
  • Truist Financial made up 0.13% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #75 holding.
  • Woodard & Company Asset Management Group first reported a position in Truist Financial in Q4 2017 and has held it in 34 quarters since.
  • Woodard & Company Asset Management Group's Truist Financial position peaked at $1.53M in Q3 2019.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.