AF
TFC icon

Allworth Financial’s Truist Financial TFC Stock Holding History

Allworth 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 		$10.8M Sell
235,318
-6,217
-3% -$307K 0.04% 244
2025
Q4 		$11.9M Sell
241,535
-898
-0.4% -$41.4K 0.05% 210
2025
Q3 		$11.1M Buy
242,433
+3,668
+2% +$165K 0.05% 196
2025
Q2 		$10.3M Buy
238,765
+199,784
+513% +$7.82M 0.05% 196
2025
Q1 		$1.48M Sell
38,981
-2,945
-7% -$131K 0.01% 460
2024
Q4 		$1.97M Sell
41,926
-4,235
-9% -$189K 0.01% 404
2024
Q3 		$1.97M Buy
46,161
+1,970
+4% +$83.2K 0.01% 345
2024
Q2 		$1.87M Buy
44,191
+3,418
+8% +$129K 0.01% 342
2024
Q1 		$1.59M Buy
40,773
+3,277
+9% +$120K 0.01% 344
2023
Q4 		$1.38M Buy
37,496
+19,717
+111% +$619K 0.01% 362
2023
Q3 		$509K Sell
17,779
-6,245
-26% -$192K ﹤0.01% 487
2023
Q2 		$729K Buy
24,024
+2,771
+13% +$86.1K 0.01% 428
2023
Q1 		$725K Sell
21,253
-1,694
-7% -$73.9K 0.01% 397
2022
Q4 		$987K Buy
22,947
+1,161
+5% +$50.9K 0.01% 345
2022
Q3 		$949K Sell
21,786
-511
-2% -$24.6K 0.01% 335
2022
Q2 		$1.06M Buy
22,297
+19,447
+682% +$959K 0.01% 299
2022
Q1 		$162K Sell
2,850
-728
-20% -$45K ﹤0.01% 595
2021
Q4 		$209K Buy
3,578
+526
+17% +$32.1K ﹤0.01% 525
2021
Q3 		$179K Buy
3,052
+1,257
+70% +$70.2K ﹤0.01% 504
2021
Q2 		$100K Buy
1,795
+48
+3% +$2.82K ﹤0.01% 475
2021
Q1 		$102K Sell
1,747
-49
-3% -$2.69K ﹤0.01% 446
2020
Q4 		$86K Buy
1,796
+51
+3% +$2.31K ﹤0.01% 392
2020
Q3 		$66K Sell
1,745
-141
-7% -$5.31K ﹤0.01% 383
2020
Q2 		$71K Sell
1,886
-107
-5% -$3.85K ﹤0.01% 366
2020
Q1 		$61K Buy
1,993
+113
+6% +$5.34K ﹤0.01% 375
2019
Q4 		$106K Hold
1,880
– – ﹤0.01% 273
2019
Q3 		$100K Buy
1,880
+250
+15% +$12.4K ﹤0.01% 236
2019
Q2 		$80K Hold
1,630
– – ﹤0.01% 259
2019
Q1 		$76K Sell
1,630
-190
-10% -$9.27K ﹤0.01% 261
2018
Q4 		$79K Buy
1,820
+190
+12% +$9.12K ﹤0.01% 239
2018
Q3 		$79K Hold
1,630
– – ﹤0.01% 236
2018
Q2 		$82K Hold
1,630
– – ﹤0.01% 222
2018
Q1 		$85K Hold
1,630
– – 0.01% 188
2017
Q4 		$81K Hold
1,630
– – 0.01% 189
2017
Q3 		$77K Hold
1,630
– – 0.01% 188
2017
Q2 		$74K Sell
1,630
-38
-2% -$1.65K 0.01% 205
2017
Q1 		$75K Buy
1,668
+38
+2% +$1.77K 0.01% 192
2016
Q4 		$77K Hold
1,630
– – 0.01% 174
2016
Q3 		$61K Hold
1,630
– – 0.01% 197
2016
Q2 		$58K Hold
1,630
– – 0.01% 196
2016
Q1 		$54K Hold
1,630
– – 0.01% 207
2015
Q4 		$62K Hold
1,630
– – 0.01% 190
2015
Q3 		$58K Hold
1,630
– – 0.02% 196
2015
Q2 		$66K Hold
1,630
– – 0.02% 182
2015
Q1 		$64K Buy
+1,630
New +$61.4K 0.02% 184

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

Allworth Financial's TFC Position: Q1 2026 in Review

Allworth Financial reduced its Truist Financial (TFC) stake by 2.6% in Q1 2026, selling an estimated $307K and leaving 235,318 shares worth $10.8M. The position accounts for 0.04% of the portfolio, ranked #244.

Allworth Financial first reported a position in TFC in Q1 2015 and has held it in 45 quarters since. The position peaked at $11.9M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Allworth Financial held 235,318 shares of Truist Financial worth $10.8M as of Q1 2026.
  • Allworth Financial sold 6,217 Truist Financial shares in Q1 2026, an estimated $307K.
  • Truist Financial made up 0.04% of Allworth Financial's portfolio in Q1 2026, its #244 holding.
  • Allworth Financial first reported a position in Truist Financial in Q1 2015 and has held it in 45 quarters since.
  • Allworth Financial's Truist Financial position peaked at $11.9M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.