Ameritas Advisory Services’s Truist Financial TFC Stock Holding History

Ameritas Advisory Services’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	$439K	Sell	9,554 -977	-9%	-$48.3K	0.02%	623
2025 Q4	$518K	Buy	10,531 +7,613	+261%	+$351K	0.02%	554
2025 Q3	$133K	Sell	2,918 -1,304	-31%	-$58.8K	0.01%	746
2025 Q2	$182K	Buy	+4,222	New	+$165K	0.01%	775
2025 Q1	–	Sell	-5,795	Closed	-$251K	–	906
2024 Q4	$251K	Buy	+5,795	New	+$259K	0.01%	767
2023 Q2	–	Sell	-6,461	Closed	-$218K	–	2328
2023 Q1	$218K	Sell	6,461 -1,754	-21%	-$76.6K	0.01%	739
2022 Q4	$353K	Buy	8,215 +1,810	+28%	+$79.4K	0.02%	655
2022 Q3	$279K	Buy	6,405 +281	+5%	+$13.5K	0.02%	609
2022 Q2	$290K	Buy	6,124 +345	+6%	+$17K	0.02%	632
2022 Q1	$328K	Sell	5,779 -48	-0.8%	-$2.96K	0.01%	636
2021 Q4	$341K	Buy	+5,827	New	+$356K	0.01%	609

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

Ameritas Advisory Services's TFC Position: Q1 2026 in Review

Ameritas Advisory Services reduced its Truist Financial (TFC) stake by 9.3% in Q1 2026, selling an estimated $48.3K and leaving 9,554 shares worth $439K. The position accounts for 0.02% of the portfolio, ranked #623.

Ameritas Advisory Services first reported a position in TFC in Q4 2021 and has held it in 11 quarters since. The position peaked at $518K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Ameritas Advisory Services held 9,554 shares of Truist Financial worth $439K as of Q1 2026.
Ameritas Advisory Services sold 977 Truist Financial shares in Q1 2026, an estimated $48.3K.
Truist Financial made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #623 holding.
Ameritas Advisory Services first reported a position in Truist Financial in Q4 2021 and has held it in 11 quarters since.
Ameritas Advisory Services's Truist Financial position peaked at $518K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.