Global Wealth Management Investment Advisory, Inc. / TFC
Global Wealth Management Investment Advisory, Inc.’s Truist Finl Corp Position
Does Global Wealth Management Investment Advisory, Inc. own Truist Finl Corp (TFC)? Yes — 140.0K shares worth $6M (+1.01% of its 13F portfolio) as of Q1 2026, up from 135.4K shares the prior filed quarter.
Position Value
$6M
Q1 2026
Shares
140.0K
% of Portfolio
+1.01%
Quarters Held
21
currently held
Position History TFC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 140.0K | $6M | +1.01% |
| Q4 2025 | 135.4K | $7M | +1.07% |
| Q3 2025 | 129.0K | $6M | +0.99% |
| Q2 2025 | 129.0K | $6M | +1.04% |
| Q1 2025 | 89.7K | $4M | +0.74% |
| Q4 2024 | 81.8K | $4M | +0.73% |
| Q3 2024 | 78.1K | $3M | +0.72% |
| Q4 2023 | 1.0K | $36,920 | +0.01% |
| Q3 2023 | 1.0K | $28,610 | +0.01% |
| Q2 2023 | 800 | $24,280 | +0.01% |
| Q2 2022 | 600 | $28,000 | +0.01% |
| Q1 2022 | 600 | $34,000 | +0.01% |
| Q4 2021 | 600 | $35,000 | +0.01% |
| Q3 2021 | 600 | $35,000 | +0.01% |
| Q2 2021 | 3.3K | $182,000 | +0.06% |
| Q1 2021 | 3.1K | $182,000 | +0.07% |
| Q4 2020 | 3.1K | $150,000 | +0.06% |
| Q3 2020 | 3.1K | $118,000 | +0.05% |
| Q2 2020 | 948 | $36,000 | +0.02% |
| Q1 2020 | 923 | $28,000 | +0.01% |
| Q4 2019 | 1.1K | $60,000 | +0.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Global Wealth Management Investment Advisory, Inc.’s full portfolio or all institutional holders of TFC.