AIP
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Ameritas Investment Partners’s Truist Financial TFC Stock Holding History

Ameritas Investment Partners’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 		$520K Sell
11,321
-128
-1% -$6.33K 0.02% 828
2025
Q4 		$563K Sell
11,449
-304
-3% -$14K 0.02% 801
2025
Q3 		$537K Sell
11,753
-607
-5% -$27.4K 0.02% 801
2025
Q2 		$531K Sell
12,360
-177
-1% -$6.92K 0.02% 821
2025
Q1 		$516K Sell
12,537
-398
-3% -$17.7K 0.02% 804
2024
Q4 		$561K Sell
12,935
-629
-5% -$28.1K 0.02% 790
2024
Q3 		$580K Sell
13,564
-517
-4% -$21.8K 0.02% 789
2024
Q2 		$547K Sell
14,081
-346
-2% -$13.1K 0.02% 777
2024
Q1 		$562K Sell
14,427
-452
-3% -$16.5K 0.02% 775
2023
Q4 		$549K Sell
14,879
-919
-6% -$28.9K 0.02% 771
2023
Q3 		$452K Hold
15,798
– – 0.02% 804
2023
Q2 		$479K Sell
15,798
-526
-3% -$16.3K 0.02% 779
2023
Q1 		$557K Hold
16,324
– – 0.02% 734
2022
Q4 		$797K Hold
16,324
– – 0.03% 659
2022
Q3 		$710K Sell
16,324
-336
-2% -$16.2K 0.03% 643
2022
Q2 		$790K Sell
16,660
-369
-2% -$18.2K 0.03% 628
2022
Q1 		$966K Sell
17,029
-1,095
-6% -$67.6K 0.03% 634
2021
Q4 		$1.06M Sell
18,124
-471
-3% -$28.8K 0.04% 615
2021
Q3 		$1.09M Sell
18,595
-390
-2% -$21.8K 0.04% 575
2021
Q2 		$1.05M Sell
18,985
-268
-1% -$15.7K 0.04% 604
2021
Q1 		$1.12M Sell
19,253
-967
-5% -$53K 0.04% 554
2020
Q4 		$968K Sell
20,220
-991
-5% -$44.9K 0.04% 554
2020
Q3 		$806K Sell
21,211
-1,080
-5% -$40.7K 0.04% 555
2020
Q2 		$837K Sell
22,291
-174
-0.8% -$6.27K 0.04% 528
2020
Q1 		$693K Sell
22,465
-704
-3% -$33.3K 0.04% 516
2019
Q4 		$1.3M Buy
23,169
+9,689
+72% +$525K 0.06% 410
2019
Q3 		$719K Sell
13,480
-343
-2% -$17K 0.03% 632
2019
Q2 		$679K Buy
13,823
+156
+1% +$7.64K 0.03% 663
2019
Q1 		$636K Hold
13,667
– – 0.03% 666
2018
Q4 		$592K Sell
13,667
-531
-4% -$25.5K 0.03% 650
2018
Q3 		$689K Sell
14,198
-599
-4% -$30.7K 0.03% 658
2018
Q2 		$746K Sell
14,797
-1,517
-9% -$80.6K 0.04% 635
2018
Q1 		$849K Sell
16,314
-763
-4% -$41.1K 0.04% 577
2017
Q4 		$849K Sell
17,077
-1,519
-8% -$73.3K 0.04% 602
2017
Q3 		$857K Hold
18,596
– – 0.04% 581
2017
Q2 		$844K Hold
18,596
– – 0.04% 592
2017
Q1 		$831K Sell
18,596
-876
-4% -$40.9K 0.04% 582
2016
Q4 		$916K Hold
19,472
– – 0.05% 547
2016
Q3 		$734K Buy
19,472
+3,244
+20% +$121K 0.04% 622
2016
Q2 		$578K Buy
16,228
+1,793
+12% +$62.7K 0.04% 527
2016
Q1 		$480K Hold
14,435
– – 0.03% 595
2015
Q4 		$546K Sell
14,435
-1,059
-7% -$39.8K 0.04% 508
2015
Q3 		$552K Buy
15,494
+1,808
+13% +$69.8K 0.04% 491
2015
Q2 		$552K Buy
13,686
+431
+3% +$17.1K 0.04% 545
2015
Q1 		$517K Sell
13,255
-66,600
-83% -$2.51M 0.03% 587
2014
Q4 		$3.1M Hold
79,855
– – 0.21% 101
2014
Q3 		$2.97M Sell
79,855
-981
-1% -$37K 0.21% 100
2014
Q2 		$3.19M Hold
80,836
– – 0.23% 91
2014
Q1 		$3.25M Buy
80,836
+12,815
+19% +$490K 0.26% 82
2013
Q4 		$2.54M Buy
68,021
+53,100
+356% +$1.84M 0.2% 118
2013
Q3 		$504K Buy
+14,921
New +$521K 0.05% 511

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

Ameritas Investment Partners's TFC Position: Q1 2026 in Review

Ameritas Investment Partners reduced its Truist Financial (TFC) stake by 1.1% in Q1 2026, selling an estimated $6.33K and leaving 11,321 shares worth $520K. The position accounts for 0.02% of the portfolio, ranked #828.

Ameritas Investment Partners first reported a position in TFC in Q3 2013 and has held it in 51 quarters since. The position peaked at $3.25M in Q1 2014. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Ameritas Investment Partners held 11,321 shares of Truist Financial worth $520K as of Q1 2026.
  • Ameritas Investment Partners sold 128 Truist Financial shares in Q1 2026, an estimated $6.33K.
  • Truist Financial made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #828 holding.
  • Ameritas Investment Partners first reported a position in Truist Financial in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's Truist Financial position peaked at $3.25M in Q1 2014.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.