BankPlus Trust Department’s Truist Financial TFC Stock Holding History

BankPlus Trust Department’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	$1.68M	Sell	36,538 -2,528	-6%	-$125K	0.45%	51
2025 Q4	$1.92M	Buy	39,066 +788	+2%	+$36.3K	0.5%	49
2025 Q3	$1.75M	Buy	38,278 +122	+0.3%	+$5.5K	0.47%	50
2025 Q2	$1.64M	Buy	38,156 +5,268	+16%	+$206K	0.49%	49
2025 Q1	$1.35M	Buy	32,888 +5,423	+20%	+$242K	0.45%	56
2024 Q4	$1.19M	Buy	+27,465	New	+$1.23M	0.39%	62

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

BankPlus Trust Department's TFC Position: Q1 2026 in Review

BankPlus Trust Department reduced its Truist Financial (TFC) stake by 6.5% in Q1 2026, selling an estimated $125K and leaving 36,538 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #51.

BankPlus Trust Department first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.92M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

BankPlus Trust Department held 36,538 shares of Truist Financial worth $1.68M as of Q1 2026.
BankPlus Trust Department sold 2,528 Truist Financial shares in Q1 2026, an estimated $125K.
Truist Financial made up 0.45% of BankPlus Trust Department's portfolio in Q1 2026, its #51 holding.
BankPlus Trust Department first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Truist Financial position peaked at $1.92M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.