Atom Investors’s Truist Financial TFC Stock Holding History

Atom Investors’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	$3.17M	Buy	+69,031	New	+$3.41M	0.23%	145
2025 Q3	–	Sell	-14,996	Closed	-$645K	–	814
2025 Q2	$645K	Sell	14,996 -95,744	-86%	-$3.75M	0.06%	314
2025 Q1	$4.56M	Sell	110,740 -46,297	-29%	-$2.06M	0.56%	48
2024 Q4	$6.81M	Buy	157,037 +70,552	+82%	+$3.15M	0.85%	12
2024 Q3	$3.7M	Buy	+86,485	New	+$3.65M	0.39%	80
2020 Q4	–	Sell	-28,312	Closed	-$1.08M	–	558
2020 Q3	$1.08M	Sell	28,312 -8,516	-23%	-$321K	0.1%	182
2020 Q2	$1.38M	Buy	+36,828	New	+$1.33M	0.09%	178
2019 Q3	–	Sell	-5,643	Closed	-$277K	–	418
2019 Q2	$277K	Buy	+5,643	New	+$276K	0.02%	354

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

Atom Investors's TFC Position: Q1 2026 in Review

Atom Investors opened a new position in Truist Financial (TFC) in Q1 2026: 69,031 shares worth $3.17M. The stake represents 0.23% of the portfolio and ranks #145 among its holdings. This is a return to the name: Atom Investors previously reported a position in TFC as recently as Q2 2025.

Atom Investors first reported a position in TFC in Q2 2019 and has held it in 8 quarters since. The position peaked at $6.81M in Q4 2024. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Atom Investors held 69,031 shares of Truist Financial worth $3.17M as of Q1 2026.
Truist Financial was a new Atom Investors position in Q1 2026.
Truist Financial made up 0.23% of Atom Investors's portfolio in Q1 2026, its #145 holding.
Atom Investors first reported a position in Truist Financial in Q2 2019 and has held it in 8 quarters since.
Atom Investors's Truist Financial position peaked at $6.81M in Q4 2024.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.