Alaethes Wealth’s Truist Financial TFC Stock Holding History

Alaethes Wealth’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	$216K	Hold	4,694	–	–	0.06%	119
2025 Q4	$231K	Hold	4,694	–	–	0.07%	111
2025 Q3	$215K	Hold	4,694	–	–	0.06%	109
2025 Q2	$202K	Buy	+4,694	New	+$184K	0.06%	107
2025 Q1	–	Sell	-4,694	Closed	-$204K	–	115
2024 Q4	$204K	Hold	4,694	–	–	0.07%	107
2024 Q3	$201K	Buy	+4,694	New	+$198K	0.07%	112
2023 Q1	–	Sell	-4,700	Closed	-$202K	–	111
2022 Q4	$202K	Hold	4,700	–	–	0.14%	102
2022 Q3	$205K	Hold	4,700	–	–	0.15%	98
2022 Q2	$223K	Sell	4,700 -243	-5%	-$12K	0.17%	97
2022 Q1	$280K	Hold	4,943	–	–	0.18%	94
2021 Q4	$289K	Hold	4,943	–	–	0.18%	88
2021 Q3	$290K	Hold	4,943	–	–	0.21%	85
2021 Q2	$274K	Hold	4,943	–	–	0.21%	83
2021 Q1	$288K	Buy	+4,943	New	+$271K	0.27%	81

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

Alaethes Wealth's TFC Position: Q1 2026 in Review

Alaethes Wealth held its Truist Financial (TFC) position steady in Q1 2026 at 4,694 shares worth $216K. The position accounts for 0.06% of the portfolio, ranked #119.

Alaethes Wealth first reported a position in TFC in Q1 2021 and has held it in 14 quarters since. The position peaked at $290K in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Alaethes Wealth held 4,694 shares of Truist Financial worth $216K as of Q1 2026.
Alaethes Wealth left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.06% of Alaethes Wealth's portfolio in Q1 2026, its #119 holding.
Alaethes Wealth first reported a position in Truist Financial in Q1 2021 and has held it in 14 quarters since.
Alaethes Wealth's Truist Financial position peaked at $290K in Q3 2021.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Alaethes Wealth's 13F filing for Q1 2026, filed 12 May 2026.