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Atlas Wealth Partners’s Truist Financial TFC Stock Holding History

Atlas Wealth Partners’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 		$253K Buy
+5,503
New +$272K 0.26% 52
2023
Q1 		– Sell
-4,550
Closed -$228K – 16
2022
Q4 		$228K Buy
+4,550
New +$200K 1.41% 13

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

Atlas Wealth Partners's TFC Position: Q1 2026 in Review

Atlas Wealth Partners opened a new position in Truist Financial (TFC) in Q1 2026: 5,503 shares worth $253K. The stake represents 0.26% of the portfolio and ranks #52 among its holdings. This is a return to the name: Atlas Wealth Partners previously reported a position in TFC as recently as Q4 2022.

Atlas Wealth Partners first reported a position in TFC in Q4 2022 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Atlas Wealth Partners held 5,503 shares of Truist Financial worth $253K as of Q1 2026.
  • Truist Financial was a new Atlas Wealth Partners position in Q1 2026.
  • Truist Financial made up 0.26% of Atlas Wealth Partners's portfolio in Q1 2026, its #52 holding.
  • Atlas Wealth Partners first reported a position in Truist Financial in Q4 2022 and has held it in 2 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Atlas Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.