AWM
TFC icon

AE Wealth Management’s Truist Financial TFC Stock Holding History

AE 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 		$28.3M Buy
616,520
+102,314
+20% +$5.06M 0.15% 149
2025
Q4 		$25.3M Sell
514,206
-209
-0% -$9.63K 0.15% 159
2025
Q3 		$23.5M Buy
514,415
+20,135
+4% +$908K 0.15% 157
2025
Q2 		$21.2M Buy
494,280
+10,891
+2% +$426K 0.16% 151
2025
Q1 		$19.9M Buy
483,389
+54,008
+13% +$2.41M 0.17% 149
2024
Q4 		$18.6M Buy
429,381
+19,040
+5% +$850K 0.16% 150
2024
Q3 		$17.6M Sell
410,341
-3,920
-0.9% -$166K 0.16% 149
2024
Q2 		$16.1M Buy
414,261
+31,689
+8% +$1.2M 0.16% 150
2024
Q1 		$14.9M Sell
382,572
-143,939
-27% -$5.27M 0.17% 166
2023
Q4 		$19.9M Sell
526,511
-9,715
-2% -$305K 0.1% 226
2023
Q3 		$15.3M Sell
536,226
-36,102
-6% -$1.11M 0.09% 255
2023
Q2 		$17.4M Buy
572,328
+122,751
+27% +$3.81M 0.1% 233
2023
Q1 		$15.3M Buy
449,577
+379,301
+540% +$16.6M 0.1% 245
2022
Q4 		$3.02M Sell
70,276
-1,299
-2% -$57K 0.02% 613
2022
Q3 		$3.12M Sell
71,575
-168,240
-70% -$8.09M 0.02% 557
2022
Q2 		$11.4M Buy
239,815
+77,748
+48% +$3.83M 0.09% 248
2022
Q1 		$9.19M Buy
162,067
+29,186
+22% +$1.8M 0.06% 300
2021
Q4 		$7.78M Buy
132,881
+19,705
+17% +$1.2M 0.05% 320
2021
Q3 		$6.64M Buy
113,176
+16,859
+18% +$942K 0.05% 316
2021
Q2 		$5.35M Buy
96,317
+23,285
+32% +$1.37M 0.05% 349
2021
Q1 		$4.26M Buy
73,032
+10,645
+17% +$583K 0.04% 357
2020
Q4 		$2.99M Sell
62,387
-4,627
-7% -$209K 0.03% 379
2020
Q3 		$2.55M Sell
67,014
-12,577
-16% -$474K 0.04% 369
2020
Q2 		$2.99M Buy
79,591
+11,451
+17% +$412K 0.05% 309
2020
Q1 		$2.1M Buy
68,140
+31,840
+88% +$1.51M 0.05% 299
2019
Q4 		$2.04M Buy
36,300
+20,339
+127% +$1.1M 0.04% 338
2019
Q3 		$852K Buy
15,961
+531
+3% +$26.3K 0.02% 488
2019
Q2 		$758K Buy
15,430
+5,400
+54% +$265K 0.02% 475
2019
Q1 		$467K Buy
+10,030
New +$489K 0.03% 355

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

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

AE Wealth Management increased its Truist Financial (TFC) stake by 20% in Q1 2026, buying an estimated $5.06M and bringing the position to 616,520 shares worth $28.3M. The position accounts for 0.15% of the portfolio, ranked #149.

AE Wealth Management first reported a position in TFC in Q1 2019 and has held it in 29 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • AE Wealth Management held 616,520 shares of Truist Financial worth $28.3M as of Q1 2026.
  • AE Wealth Management bought 102,314 Truist Financial shares in Q1 2026, an estimated $5.06M.
  • Truist Financial made up 0.15% of AE Wealth Management's portfolio in Q1 2026, its #149 holding.
  • AE Wealth Management first reported a position in Truist Financial in Q1 2019 and has held it in 29 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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