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1834 Investment Advisors’s Truist Financial TFC Stock Holding History

1834 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
Q1 		$8.6M Buy
187,020
+2,992
+2% +$148K 1.07% 28
2025
Q4 		$9.06M Sell
184,028
-4,145
-2% -$191K 1.14% 21
2025
Q3 		$8.6M Buy
188,173
+50
+0% +$2.25K 1.06% 23
2025
Q2 		$8.09M Sell
188,123
-74
-0% -$2.9K 1.02% 26
2025
Q1 		$7.74M Sell
188,197
-7,700
-4% -$343K 1% 27
2024
Q4 		$8.5M Sell
195,897
-11,801
-6% -$527K 1.08% 22
2024
Q3 		$8.88M Sell
207,698
-1,483
-0.7% -$62.6K 1.03% 24
2024
Q2 		$8.13M Buy
209,181
+7,145
+4% +$270K 0.98% 25
2024
Q1 		$7.88M Buy
202,036
+16,214
+9% +$593K 0.94% 28
2023
Q4 		$6.86M Sell
185,822
-16,585
-8% -$521K 0.82% 37
2023
Q3 		$5.79M Buy
202,407
+4,453
+2% +$137K 0.72% 38
2023
Q2 		$6.01M Buy
197,954
+59,759
+43% +$1.86M 0.72% 38
2023
Q1 		$4.71M Buy
138,195
+75,984
+122% +$3.32M 0.56% 52
2022
Q4 		$2.68M Buy
62,211
+55,154
+782% +$2.42M 0.38% 64
2022
Q3 		$307K Buy
7,057
+7,025
+21,953% +$338K 0.05% 159
2022
Q2 		$2K Buy
+32
New +$1.58K ﹤0.01% 445
2022
Q1 		– Sell
-151
Closed -$9K – 475
2021
Q4 		$9K Buy
+151
New +$9.22K ﹤0.01% 387
2019
Q2 		– Sell
-253
Closed -$12K – 459
2019
Q1 		$12K Hold
253
– – ﹤0.01% 348
2018
Q4 		$11K Hold
253
– – ﹤0.01% 352
2018
Q3 		$12K Buy
+253
New +$13K ﹤0.01% 350
2016
Q4 		– Sell
-70,263
Closed -$2.65M – 177
2016
Q3 		$2.65M Buy
70,263
+61
+0.1% +$2.27K 0.58% 55
2016
Q2 		$2.5M Sell
70,202
-17,842
-20% -$623K 0.54% 57
2016
Q1 		$2.93M Buy
88,044
+12,926
+17% +$429K 0.67% 53
2015
Q4 		$2.84M Buy
+75,118
New +$2.83M 0.67% 53

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

1834 Investment Advisors's TFC Position: Q1 2026 in Review

1834 Investment Advisors increased its Truist Financial (TFC) stake by 1.6% in Q1 2026, buying an estimated $148K and bringing the position to 187,020 shares worth $8.6M. The position accounts for 1.07% of the portfolio, ranked #28.

1834 Investment Advisors first reported a position in TFC in Q4 2015 and has held it in 24 quarters since. The position peaked at $9.06M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • 1834 Investment Advisors held 187,020 shares of Truist Financial worth $8.6M as of Q1 2026.
  • 1834 Investment Advisors bought 2,992 Truist Financial shares in Q1 2026, an estimated $148K.
  • Truist Financial made up 1.07% of 1834 Investment Advisors's portfolio in Q1 2026, its #28 holding.
  • 1834 Investment Advisors first reported a position in Truist Financial in Q4 2015 and has held it in 24 quarters since.
  • 1834 Investment Advisors's Truist Financial position peaked at $9.06M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.