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Aviance Capital Partners’s Truist Financial TFC Stock Holding History

Aviance Capital 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 		$613K Sell
13,340
-484
-4% -$23.9K 0.07% 217
2025
Q4 		$680K Sell
13,824
-891
-6% -$41K 0.08% 205
2025
Q3 		$673K Buy
14,715
+658
+5% +$29.7K 0.08% 201
2025
Q2 		$604K Buy
14,057
+1,118
+9% +$43.7K 0.08% 205
2025
Q1 		$532K Buy
12,939
+1,266
+11% +$56.4K 0.07% 214
2024
Q4 		$506K Buy
11,673
+3,093
+36% +$138K 0.07% 212
2024
Q3 		$367K Buy
8,580
+2
+0% +$84 0.05% 250
2024
Q2 		$333K Buy
8,578
+73
+0.9% +$2.76K 0.05% 247
2024
Q1 		$332K Buy
+8,505
New +$311K 0.05% 247
2023
Q1 		– Sell
-5,448
Closed -$234K – 276
2022
Q4 		$234K Buy
5,448
+123
+2% +$5.4K 0.05% 250
2022
Q3 		$232K Sell
5,325
-75
-1% -$3.61K 0.06% 232
2022
Q2 		$256K Buy
5,400
+2
+0% +$99 0.06% 231
2022
Q1 		$306K Buy
5,398
+159
+3% +$9.82K 0.06% 215
2021
Q4 		$307K Sell
5,239
-96
-2% -$5.87K 0.05% 221
2021
Q3 		$313K Sell
5,335
-143
-3% -$7.99K 0.06% 218
2021
Q2 		$304K Hold
5,478
– – 0.05% 218
2021
Q1 		$319K Buy
5,478
+298
+6% +$16.3K 0.06% 230
2020
Q4 		$248K Buy
+5,180
New +$235K 0.05% 234
2020
Q1 		– Sell
-5,180
Closed -$292K – 233
2019
Q4 		$292K Buy
+5,180
New +$280K 0.07% 197

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

Aviance Capital Partners's TFC Position: Q1 2026 in Review

Aviance Capital Partners reduced its Truist Financial (TFC) stake by 3.5% in Q1 2026, selling an estimated $23.9K and leaving 13,340 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #217.

Aviance Capital Partners first reported a position in TFC in Q4 2019 and has held it in 19 quarters since. The position peaked at $680K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Aviance Capital Partners held 13,340 shares of Truist Financial worth $613K as of Q1 2026.
  • Aviance Capital Partners sold 484 Truist Financial shares in Q1 2026, an estimated $23.9K.
  • Truist Financial made up 0.07% of Aviance Capital Partners's portfolio in Q1 2026, its #217 holding.
  • Aviance Capital Partners first reported a position in Truist Financial in Q4 2019 and has held it in 19 quarters since.
  • Aviance Capital Partners's Truist Financial position peaked at $680K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.