Aldebaran Financial’s Truist Financial TFC Stock Holding History

Aldebaran Financial’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	$340K	Sell	7,403 -325	-4%	-$16.1K	0.32%	56
2025 Q4	$383K	Hold	7,728	–	–	0.35%	54
2025 Q3	$353K	Sell	7,728 -483	-6%	-$21.8K	0.35%	58
2025 Q2	$353K	Buy	8,211 +500	+6%	+$19.6K	0.39%	54
2025 Q1	$317K	Hold	7,711	–	–	0.39%	54
2024 Q4	$334K	Buy	7,711 +623	+9%	+$27.8K	0.39%	58
2024 Q3	$303K	Sell	7,088 -227	-3%	-$9.59K	0.36%	56
2024 Q2	$284K	Buy	7,315 +171	+2%	+$6.46K	0.37%	53
2024 Q1	$278K	Sell	7,144 -500	-7%	-$18.3K	0.39%	53
2023 Q4	$282K	Sell	7,644 -115	-1%	-$3.61K	0.42%	51
2023 Q3	$222K	Buy	+7,759	New	+$239K	0.35%	61
2023 Q2	–	Sell	-6,780	Closed	-$231K	–	73
2023 Q1	$231K	Buy	+6,780	New	+$296K	0.3%	66

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

Aldebaran Financial's TFC Position: Q1 2026 in Review

Aldebaran Financial reduced its Truist Financial (TFC) stake by 4.2% in Q1 2026, selling an estimated $16.1K and leaving 7,403 shares worth $340K. The position accounts for 0.32% of the portfolio, ranked #56.

Aldebaran Financial first reported a position in TFC in Q1 2023 and has held it in 12 quarters since. The position peaked at $383K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Aldebaran Financial held 7,403 shares of Truist Financial worth $340K as of Q1 2026.
Aldebaran Financial sold 325 Truist Financial shares in Q1 2026, an estimated $16.1K.
Truist Financial made up 0.32% of Aldebaran Financial's portfolio in Q1 2026, its #56 holding.
Aldebaran Financial first reported a position in Truist Financial in Q1 2023 and has held it in 12 quarters since.
Aldebaran Financial's Truist Financial position peaked at $383K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Aldebaran Financial's 13F filing for Q1 2026, filed 14 May 2026.