4WM
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44 Wealth Management’s Truist Financial TFC Stock Holding History

44 Wealth Management’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 		$294K Sell
6,395
-61
-0.9% -$3.01K 0.1% 161
2025
Q4 		$318K Buy
6,456
+107
+2% +$4.93K 0.11% 169
2025
Q3 		$290K Sell
6,349
-7
-0.1% -$316 0.1% 175
2025
Q2 		$273K Buy
+6,356
New +$249K 0.1% 178
2021
Q1 		– Sell
-9,160
Closed -$439K – 184
2020
Q4 		$439K Buy
+9,160
New +$415K 0.2% 103

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

44 Wealth Management's TFC Position: Q1 2026 in Review

44 Wealth Management reduced its Truist Financial (TFC) stake by 0.94% in Q1 2026, selling an estimated $3.01K and leaving 6,395 shares worth $294K. The position accounts for 0.1% of the portfolio, ranked #161.

44 Wealth Management first reported a position in TFC in Q4 2020 and has held it in 5 quarters since. The position peaked at $439K in Q4 2020. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • 44 Wealth Management held 6,395 shares of Truist Financial worth $294K as of Q1 2026.
  • 44 Wealth Management sold 61 Truist Financial shares in Q1 2026, an estimated $3.01K.
  • Truist Financial made up 0.1% of 44 Wealth Management's portfolio in Q1 2026, its #161 holding.
  • 44 Wealth Management first reported a position in Truist Financial in Q4 2020 and has held it in 5 quarters since.
  • 44 Wealth Management's Truist Financial position peaked at $439K in Q4 2020.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.