AWM
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Aprio Wealth Management’s Truist Financial TFC Stock Holding History

Aprio Wealth 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 		$570K Sell
12,393
-437
-3% -$21.6K 0.03% 313
2025
Q4 		$631K Buy
12,830
+4,266
+50% +$196K 0.04% 273
2025
Q3 		$392K Buy
8,564
+226
+3% +$10.2K 0.04% 274
2025
Q2 		$358K Buy
8,338
+1,299
+18% +$50.8K 0.04% 246
2025
Q1 		$290K Sell
7,039
-47
-0.7% -$2.09K 0.04% 274
2024
Q4 		$307K Buy
7,086
+300
+4% +$13.4K 0.04% 206
2024
Q3 		$290K Sell
6,786
-18
-0.3% -$760 0.05% 203
2024
Q2 		$264K Sell
6,804
-482
-7% -$18.2K 0.05% 192
2024
Q1 		$284K Sell
7,286
-324
-4% -$11.9K 0.06% 165
2023
Q4 		$281K Sell
7,610
-1,272
-14% -$39.9K 0.06% 145
2023
Q3 		$254K Sell
8,882
-1,319
-13% -$40.6K 0.07% 131
2023
Q2 		$310K Sell
10,201
-1,154
-10% -$35.8K 0.08% 103
2023
Q1 		$387K Sell
11,355
-9,173
-45% -$400K 0.12% 82
2022
Q4 		$883K Sell
20,528
-796
-4% -$34.9K 0.31% 43
2022
Q3 		$928K Sell
21,324
-899
-4% -$43.3K 0.37% 35
2022
Q2 		$1.05M Buy
22,223
+180
+0.8% +$8.88K 0.42% 32
2022
Q1 		$1.25M Sell
22,043
-88
-0.4% -$5.44K 0.48% 34
2021
Q4 		$1.3M Sell
22,131
-647
-3% -$39.5K 0.54% 32
2021
Q3 		$1.34M Sell
22,778
-20
-0.1% -$1.12K 0.61% 31
2021
Q2 		$1.26M Buy
+22,798
New +$1.34M 0.6% 29
2020
Q4 		$652K Sell
13,601
-904
-6% -$40.9K 0.43% 27
2020
Q3 		$552K Sell
14,505
-7,141
-33% -$269K 0.39% 34
2020
Q2 		$813K Sell
21,646
-1,128
-5% -$40.6K 0.78% 26
2020
Q1 		$702K Sell
22,774
-399
-2% -$18.9K 0.89% 25
2019
Q4 		$1.3M Buy
+23,173
New +$1.25M 0.96% 21

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

Aprio Wealth Management's TFC Position: Q1 2026 in Review

Aprio Wealth Management reduced its Truist Financial (TFC) stake by 3.4% in Q1 2026, selling an estimated $21.6K and leaving 12,393 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #313.

Aprio Wealth Management first reported a position in TFC in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.34M in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Aprio Wealth Management held 12,393 shares of Truist Financial worth $570K as of Q1 2026.
  • Aprio Wealth Management sold 437 Truist Financial shares in Q1 2026, an estimated $21.6K.
  • Truist Financial made up 0.03% of Aprio Wealth Management's portfolio in Q1 2026, its #313 holding.
  • Aprio Wealth Management first reported a position in Truist Financial in Q4 2019 and has held it in 25 quarters since.
  • Aprio Wealth Management's Truist Financial position peaked at $1.34M in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.