AIM
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Anchor Investment Management’s Truist Financial TFC Stock Holding History

Anchor Investment Management’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 		$2.89M Sell
62,873
-1,142
-2% -$56.4K 0.24% 111
2025
Q4 		$3.15M Sell
64,015
-5,491
-8% -$253K 0.26% 105
2025
Q3 		$3.18M Sell
69,506
-457
-0.7% -$20.6K 0.26% 100
2025
Q2 		$3.01M Sell
69,963
-3,424
-5% -$134K 0.26% 99
2025
Q1 		$3.02M Sell
73,387
-2,636
-3% -$117K 0.28% 96
2024
Q4 		$3.3M Sell
76,023
-1,050
-1% -$46.9K 0.31% 87
2024
Q3 		$3.3M Sell
77,073
-4,415
-5% -$186K 0.31% 86
2024
Q2 		$3.17M Buy
81,488
+217
+0.3% +$8.2K 0.33% 83
2024
Q1 		$3.17M Sell
81,271
-1,753
-2% -$64.1K 0.33% 85
2023
Q4 		$3.07M Buy
83,024
+2,890
+4% +$90.7K 0.35% 77
2023
Q3 		$2.29M Buy
80,134
+2,899
+4% +$89.1K 0.3% 92
2023
Q2 		$2.34M Buy
77,235
+1,780
+2% +$55.3K 0.3% 97
2023
Q1 		$2.57M Buy
75,455
+2,093
+3% +$91.4K 0.35% 77
2022
Q4 		$3.16M Buy
73,362
+8,254
+13% +$362K 0.45% 63
2022
Q3 		$2.83M Sell
65,108
-945
-1% -$45.5K 0.44% 63
2022
Q2 		$3.13M Sell
66,053
-1,202
-2% -$59.3K 0.45% 57
2022
Q1 		$3.81M Buy
67,255
+1,552
+2% +$95.9K 0.48% 58
2021
Q4 		$3.85M Buy
65,703
+816
+1% +$49.9K 0.48% 62
2021
Q3 		$3.81M Buy
64,887
+1,033
+2% +$57.7K 0.53% 54
2021
Q2 		$3.54M Buy
63,854
+835
+1% +$49.1K 0.49% 60
2021
Q1 		$3.68M Buy
63,019
+2,745
+5% +$150K 0.56% 53
2020
Q4 		$2.89M Buy
60,274
+627
+1% +$28.4K 0.52% 58
2020
Q3 		$2.27M Sell
59,647
-1,001
-2% -$37.7K 0.46% 64
2020
Q2 		$2.28M Sell
60,648
-3,445
-5% -$124K 0.51% 58
2020
Q1 		$1.98M Sell
64,093
-7,379
-10% -$349K 0.51% 60
2019
Q4 		$4.03M Buy
71,472
+45,158
+172% +$2.45M 0.86% 23
2019
Q3 		$1.4M Buy
26,314
+1,401
+6% +$69.4K 0.32% 91
2019
Q2 		$1.22M Buy
24,913
+7
+0% +$343 0.29% 98
2019
Q1 		$1.16M Buy
24,906
+7
+0% +$341 0.29% 98
2018
Q4 		$1.08M Buy
24,899
+2,637
+12% +$127K 0.31% 91
2018
Q3 		$1.08M Sell
22,262
-1,202
-5% -$61.7K 0.25% 111
2018
Q2 		$1.18M Buy
23,464
+6
+0% +$319 0.29% 94
2018
Q1 		$1.22M Sell
23,458
-194
-0.8% -$10.4K 0.32% 89
2017
Q4 		$1.18M Sell
23,652
-645
-3% -$31.1K 0.31% 92
2017
Q3 		$1.14M Buy
24,297
+49
+0.2% +$2.25K 0.33% 90
2017
Q2 		$1.1M Buy
24,248
+6
+0% +$261 0.37% 80
2017
Q1 		$1.08M Sell
24,242
-195
-0.8% -$9.11K 0.37% 78
2016
Q4 		$1.15M Sell
24,437
-245
-1% -$10.4K 0.43% 69
2016
Q3 		$931K Sell
24,682
-218
-0.9% -$8.12K 0.36% 79
2016
Q2 		$887K Buy
24,900
+4
+0% +$140 0.35% 81
2016
Q1 		$828K Buy
+24,896
New +$827K 0.34% 82

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

Anchor Investment Management's TFC Position: Q1 2026 in Review

Anchor Investment Management reduced its Truist Financial (TFC) stake by 1.8% in Q1 2026, selling an estimated $56.4K and leaving 62,873 shares worth $2.89M. The position accounts for 0.24% of the portfolio, ranked #111.

Anchor Investment Management first reported a position in TFC in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.03M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Anchor Investment Management held 62,873 shares of Truist Financial worth $2.89M as of Q1 2026.
  • Anchor Investment Management sold 1,142 Truist Financial shares in Q1 2026, an estimated $56.4K.
  • Truist Financial made up 0.24% of Anchor Investment Management's portfolio in Q1 2026, its #111 holding.
  • Anchor Investment Management first reported a position in Truist Financial in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Truist Financial position peaked at $4.03M in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.