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WPG Advisers’s Truist Financial TFC Stock Holding History

WPG Advisers’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 		$57.2K Buy
1,148
+238
+26% +$11.7K 0.03% 278
2026
Q1 		$41.8K Sell
910
-111
-11% -$5.49K 0.03% 310
2025
Q4 		$50.2K Buy
1,021
+633
+163% +$29.2K 0.04% 297
2025
Q3 		$17.7K Hold
388
– – 0.01% 531
2025
Q2 		$16.7K Buy
388
+135
+53% +$5.28K 0.01% 525
2025
Q1 		$10.4K Buy
253
+91
+56% +$4.05K 0.01% 633
2024
Q4 		$7.03K Buy
+162
New +$7.23K 0.01% 733

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

WPG Advisers's TFC Position: Q2 2026 in Review

WPG Advisers increased its Truist Financial (TFC) stake by 26% in Q2 2026, buying an estimated $11.7K and bringing the position to 1,148 shares worth $57.2K. The position accounts for 0.03% of the portfolio, ranked #278.

WPG Advisers first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • WPG Advisers held 1,148 shares of Truist Financial worth $57.2K as of Q2 2026.
  • WPG Advisers bought 238 Truist Financial shares in Q2 2026, an estimated $11.7K.
  • Truist Financial made up 0.03% of WPG Advisers's portfolio in Q2 2026, its #278 holding.
  • WPG Advisers first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.