AssuredPartners Investment Advisors’s Truist Financial TFC Stock Holding History

AssuredPartners Investment 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	$1.21M	Sell	25,454 -5,039	-17%	-$249K	0.13%	168
2025 Q4	$1.5M	Sell	30,493 -983	-3%	-$45.3K	0.22%	108
2025 Q3	$1.44M	Sell	31,476 -98	-0.3%	-$4.42K	0.32%	62
2025 Q2	$1.36M	Buy	31,574 +948	+3%	+$37.1K	0.33%	56
2025 Q1	$1.26M	Buy	30,626 +2,827	+10%	+$126K	0.24%	105
2024 Q4	$1.21M	Buy	+27,799	New	+$1.24M	0.24%	102

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AssuredPartners Investment Advisors's TFC Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Truist Financial (TFC) stake by 17% in Q1 2026, selling an estimated $249K and leaving 25,454 shares worth $1.21M. The position accounts for 0.13% of the portfolio, ranked #168.

AssuredPartners Investment Advisors first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

AssuredPartners Investment Advisors held 25,454 shares of Truist Financial worth $1.21M as of Q1 2026.
AssuredPartners Investment Advisors sold 5,039 Truist Financial shares in Q1 2026, an estimated $249K.
Truist Financial made up 0.13% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #168 holding.
AssuredPartners Investment Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Truist Financial position peaked at $1.5M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.