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Abundance Wealth Counselors’s Truist Financial TFC Stock Holding History

Abundance Wealth Counselors’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 		$223K Buy
+4,858
New +$240K 0.03% 221
2025
Q4 		– Sell
-46,134
Closed -$2.11M – 181
2025
Q3 		$2.11M Buy
46,134
+248
+0.5% +$11.2K 0.36% 42
2025
Q2 		$1.97M Buy
45,886
+723
+2% +$28.3K 0.37% 45
2025
Q1 		$1.86M Buy
45,163
+3,776
+9% +$168K 0.39% 44
2024
Q4 		$1.79M Buy
41,387
+673
+2% +$30K 0.39% 42
2024
Q3 		$1.74M Buy
40,714
+14,719
+57% +$622K 0.36% 45
2024
Q2 		$1.01M Buy
+25,995
New +$982K 0.46% 40
2023
Q2 		– Sell
-17,094
Closed -$583K – 133
2023
Q1 		$583K Buy
17,094
+2,120
+14% +$92.5K 0.15% 94
2022
Q4 		$644K Buy
14,974
+1,136
+8% +$49.8K 0.18% 83
2022
Q3 		$603K Buy
13,838
+305
+2% +$14.7K 0.17% 78
2022
Q2 		$642K Buy
13,533
+941
+7% +$46.4K 0.17% 81
2022
Q1 		$714K Buy
12,592
+5,970
+90% +$369K 0.19% 74
2021
Q4 		$388K Buy
+6,622
New +$405K 0.1% 88
2021
Q2 		– Sell
-3,108
Closed -$181K – 309
2021
Q1 		$181K Buy
+3,108
New +$170K 0.05% 81
2019
Q3 		– Sell
-5,294
Closed -$260K – 35
2019
Q2 		$260K Buy
5,294
+921
+21% +$45.1K 0.08% 24
2019
Q1 		$203K Buy
+4,373
New +$213K 0.07% 26

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

Abundance Wealth Counselors's TFC Position: Q1 2026 in Review

Abundance Wealth Counselors opened a new position in Truist Financial (TFC) in Q1 2026: 4,858 shares worth $223K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings. This is a return to the name: Abundance Wealth Counselors previously reported a position in TFC as recently as Q3 2025.

Abundance Wealth Counselors first reported a position in TFC in Q1 2019 and has held it in 16 quarters since. The position peaked at $2.11M in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Abundance Wealth Counselors held 4,858 shares of Truist Financial worth $223K as of Q1 2026.
  • Truist Financial was a new Abundance Wealth Counselors position in Q1 2026.
  • Truist Financial made up 0.03% of Abundance Wealth Counselors's portfolio in Q1 2026, its #221 holding.
  • Abundance Wealth Counselors first reported a position in Truist Financial in Q1 2019 and has held it in 16 quarters since.
  • Abundance Wealth Counselors's Truist Financial position peaked at $2.11M in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.