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World Investment Advisors’s Truist Financial TFC Stock Holding History

World Investment 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 		$1.38M Sell
29,896
-5,551
-16% -$273K 0.02% 601
2026
Q1 		$1.63M Sell
35,447
-734
-2% -$36.3K 0.03% 545
2025
Q4 		$1.78M Buy
36,181
+8,639
+31% +$398K 0.03% 501
2025
Q3 		$1.26M Buy
27,542
+3,605
+15% +$163K 0.03% 508
2025
Q2 		$1.03M Buy
23,937
+351
+1% +$13.7K 0.02% 514
2025
Q1 		$971K Sell
23,586
-1,105
-4% -$49.2K 0.03% 519
2024
Q4 		$1.07M Buy
24,691
+10,205
+70% +$455K 0.03% 457
2024
Q3 		$620K Buy
14,486
+2,355
+19% +$99.5K 0.02% 536
2024
Q2 		$471K Buy
+12,131
New +$458K 0.03% 417

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

World Investment Advisors's TFC Position: Q2 2026 in Review

World Investment Advisors reduced its Truist Financial (TFC) stake by 16% in Q2 2026, selling an estimated $273K and leaving 29,896 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #601.

World Investment Advisors first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • World Investment Advisors held 29,896 shares of Truist Financial worth $1.38M as of Q2 2026.
  • World Investment Advisors sold 5,551 Truist Financial shares in Q2 2026, an estimated $273K.
  • Truist Financial made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #601 holding.
  • World Investment Advisors first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • World Investment Advisors's Truist Financial position peaked at $1.78M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.