ATPW
TFC icon

Ashton Thomas Private Wealth’s Truist Financial TFC Stock Holding History

Ashton Thomas Private Wealth’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 		$358K Buy
7,785
+708
+10% +$35K 0.01% 821
2025
Q4 		$348K Buy
7,077
+328
+5% +$15.1K 0.01% 770
2025
Q3 		$309K Buy
6,749
+1,036
+18% +$46.7K 0.01% 786
2025
Q2 		$246K Sell
5,713
-442
-7% -$17.3K 0.01% 749
2025
Q1 		$253K Buy
6,155
+458
+8% +$20.4K 0.01% 699
2024
Q4 		$247K Buy
+5,697
New +$254K 0.01% 691
2024
Q3 		– Sell
-2,299
Closed -$89.3K – 1714
2024
Q2 		$89.3K Buy
+2,299
New +$86.8K ﹤0.01% 782
2023
Q2 		– Sell
-31,775
Closed -$1.08M – 600
2023
Q1 		$1.08M Buy
31,775
+10,162
+47% +$444K 0.09% 240
2022
Q4 		$930K Buy
21,613
+5,118
+31% +$225K 0.09% 242
2022
Q3 		$718K Buy
16,495
+12,265
+290% +$590K 0.08% 259
2022
Q2 		$201K Buy
4,230
+505
+14% +$24.9K 0.02% 434
2022
Q1 		$211K Sell
3,725
-635
-15% -$39.2K 0.02% 448
2021
Q4 		$255K Buy
4,360
+17
+0.4% +$1.04K 0.02% 409
2021
Q3 		$255K Sell
4,343
-308
-7% -$17.2K 0.04% 324
2021
Q2 		$258K Buy
4,651
+4
+0.1% +$235 0.04% 302
2021
Q1 		$271K Buy
+4,647
New +$255K 0.05% 271
2020
Q1 		– Sell
-10,723
Closed -$604K – 247
2019
Q4 		$604K Buy
+10,723
New +$581K 0.2% 129

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

Ashton Thomas Private Wealth's TFC Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Truist Financial (TFC) stake by 10% in Q1 2026, buying an estimated $35K and bringing the position to 7,785 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #821.

Ashton Thomas Private Wealth first reported a position in TFC in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.08M in Q1 2023. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Ashton Thomas Private Wealth held 7,785 shares of Truist Financial worth $358K as of Q1 2026.
  • Ashton Thomas Private Wealth bought 708 Truist Financial shares in Q1 2026, an estimated $35K.
  • Truist Financial made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #821 holding.
  • Ashton Thomas Private Wealth first reported a position in Truist Financial in Q4 2019 and has held it in 17 quarters since.
  • Ashton Thomas Private Wealth's Truist Financial position peaked at $1.08M in Q1 2023.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.