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Aptus Capital Advisors’s Truist Financial TFC Stock Holding History

Aptus Capital Advisors’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 		$3.94M Buy
85,691
+24,957
+41% +$1.23M 0.03% 380
2025
Q4 		$2.99M Sell
60,734
-217
-0.4% -$9.99K 0.02% 389
2025
Q3 		$2.79M Buy
60,951
+29,823
+96% +$1.34M 0.02% 387
2025
Q2 		$1.34M Sell
31,128
-151
-0.5% -$5.91K 0.01% 480
2025
Q1 		$1.29M Buy
31,279
+19
+0.1% +$846 0.01% 460
2024
Q4 		$1.36M Buy
31,260
+6,678
+27% +$298K 0.01% 460
2024
Q3 		$1.05M Buy
24,582
+4,049
+20% +$171K 0.02% 401
2024
Q2 		$798K Sell
20,533
-29,996
-59% -$1.13M 0.01% 422
2024
Q1 		$1.97M Buy
50,529
+1,345
+3% +$49.2K 0.04% 300
2023
Q4 		$1.82M Sell
49,184
-3,195
-6% -$100K 0.05% 233
2023
Q3 		$1.5M Buy
52,379
+9
+0% +$277 0.04% 258
2023
Q2 		$1.59M Sell
52,370
-4,343
-8% -$135K 0.04% 239
2023
Q1 		$1.93M Sell
56,713
-5,580
-9% -$244K 0.05% 218
2022
Q4 		$2.68M Sell
62,293
-230
-0.4% -$10.1K 0.08% 185
2022
Q3 		$2.72M Buy
62,523
+3,140
+5% +$151K 0.07% 170
2022
Q2 		$2.82M Sell
59,383
-2,683
-4% -$132K 0.07% 152
2022
Q1 		$3.52M Buy
62,066
+1,114
+2% +$68.8K 0.09% 130
2021
Q4 		$3.57M Buy
60,952
+7,180
+13% +$439K 0.11% 126
2021
Q3 		$3.15M Buy
53,772
+225
+0.4% +$12.6K 0.08% 126
2021
Q2 		$2.97M Buy
53,547
+887
+2% +$52.1K 0.09% 116
2021
Q1 		$3.07M Buy
52,660
+3,640
+7% +$200K 0.11% 98
2020
Q4 		$2.35M Hold
49,020
– – 0.11% 106
2020
Q3 		$1.86M Sell
49,020
-2,000
-4% -$75.4K 0.1% 114
2020
Q2 		$1.92M Sell
51,020
-3,700
-7% -$133K 0.12% 108
2020
Q1 		$1.69M Buy
54,720
+10,421
+24% +$493K 0.15% 114
2019
Q4 		$2.49M Buy
44,299
+22,231
+101% +$1.2M 0.18% 119
2019
Q3 		$1.18M Sell
22,068
-1,030
-4% -$51K 0.07% 181
2019
Q2 		$1.13M Buy
23,098
+847
+4% +$41.5K 0.16% 122
2019
Q1 		$1.03M Buy
+22,251
New +$1.09M 0.18% 110

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

Aptus Capital Advisors's TFC Position: Q1 2026 in Review

Aptus Capital Advisors increased its Truist Financial (TFC) stake by 41% in Q1 2026, buying an estimated $1.23M and bringing the position to 85,691 shares worth $3.94M. The position accounts for 0.03% of the portfolio, ranked #380.

Aptus Capital Advisors first reported a position in TFC in Q1 2019 and has held it in 29 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Aptus Capital Advisors held 85,691 shares of Truist Financial worth $3.94M as of Q1 2026.
  • Aptus Capital Advisors bought 24,957 Truist Financial shares in Q1 2026, an estimated $1.23M.
  • Truist Financial made up 0.03% of Aptus Capital Advisors's portfolio in Q1 2026, its #380 holding.
  • Aptus Capital Advisors first reported a position in Truist Financial in Q1 2019 and has held it in 29 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.