Adapt Wealth Advisors’s Truist Financial TFC Stock Holding History

Adapt Wealth 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	$763K	Hold	16,598	–	–	0.28%	51
2025 Q4	$817K	Sell	16,598 -2,494	-13%	-$115K	0.28%	50
2025 Q3	$873K	Sell	19,092 -614	-3%	-$27.7K	0.32%	48
2025 Q2	$847K	Sell	19,706 -750	-4%	-$29.3K	0.38%	32
2025 Q1	$842K	Buy	20,456 +9,021	+79%	+$402K	0.41%	33
2024 Q4	$496K	Buy	11,435 +3,385	+42%	+$151K	0.24%	46
2024 Q3	$344K	Hold	8,050	–	–	0.18%	51
2024 Q2	$313K	Buy	8,050 +1,700	+27%	+$64.2K	0.2%	51
2024 Q1	$248K	Buy	+6,350	New	+$232K	0.18%	47

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Adapt Wealth Advisors's TFC Position: Q1 2026 in Review

Adapt Wealth Advisors held its Truist Financial (TFC) position steady in Q1 2026 at 16,598 shares worth $763K. The position accounts for 0.28% of the portfolio, ranked #51.

Adapt Wealth Advisors first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $873K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Adapt Wealth Advisors held 16,598 shares of Truist Financial worth $763K as of Q1 2026.
Adapt Wealth Advisors left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.28% of Adapt Wealth Advisors's portfolio in Q1 2026, its #51 holding.
Adapt Wealth Advisors first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
Adapt Wealth Advisors's Truist Financial position peaked at $873K in Q3 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Adapt Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.