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Annex Advisory Services’s Truist Financial TFC Stock Holding History

Annex 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 		– Sell
-4,805
Closed -$236K – 394
2025
Q4 		$236K Buy
+4,805
New +$221K ﹤0.01% 324

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

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

Annex Advisory Services sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,805 shares — an estimated $236K sold.

Annex Advisory Services first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $236K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Annex Advisory Services reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Annex Advisory Services sold 4,805 Truist Financial shares in Q1 2026, an estimated $236K.
  • Annex Advisory Services first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
  • Annex Advisory Services's Truist Financial position peaked at $236K in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Annex Advisory Services's 13F filing for Q1 2026, filed 16 Apr 2026.