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Accordant Advisory Group’s Truist Financial TFC Stock Holding History

Accordant Advisory Group’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 		$151K Sell
3,295
-168
-5% -$8.3K 0.09% 51
2025
Q4 		$170K Sell
3,463
-836
-19% -$38.5K 0.12% 55
2025
Q3 		$197K Hold
4,299
– – 0.13% 53
2025
Q2 		$185K Hold
4,299
– – 0.14% 56
2025
Q1 		$177K Hold
4,299
– – 0.17% 42
2024
Q4 		$186K Sell
4,299
-225
-5% -$10K 0.18% 45
2024
Q3 		$193K Buy
4,524
+3,488
+337% +$147K 0.15% 46
2024
Q2 		$40.2K Sell
1,036
-452
-30% -$17.1K 0.04% 82
2024
Q1 		$58K Buy
+1,488
New +$54.4K 0.04% 125

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

Accordant Advisory Group's TFC Position: Q1 2026 in Review

Accordant Advisory Group reduced its Truist Financial (TFC) stake by 4.9% in Q1 2026, selling an estimated $8.3K and leaving 3,295 shares worth $151K. The position accounts for 0.09% of the portfolio, ranked #51.

Accordant Advisory Group first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $197K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Accordant Advisory Group held 3,295 shares of Truist Financial worth $151K as of Q1 2026.
  • Accordant Advisory Group sold 168 Truist Financial shares in Q1 2026, an estimated $8.3K.
  • Truist Financial made up 0.09% of Accordant Advisory Group's portfolio in Q1 2026, its #51 holding.
  • Accordant Advisory Group first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
  • Accordant Advisory Group's Truist Financial position peaked at $197K in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Accordant Advisory Group's 13F filing for Q1 2026, filed 11 May 2026.