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Baron Wealth Management’s Truist Financial TFC Stock Holding History

Baron Wealth Management’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 		– Sell
-5,116
Closed -$252K – 301
2025
Q4 		$252K Sell
5,116
-141
-3% -$6.49K 0.08% 200
2025
Q3 		$240K Buy
5,257
+1
+0% +$45 0.08% 193
2025
Q2 		$226K Buy
5,256
+315
+6% +$12.3K 0.08% 201
2025
Q1 		$203K Sell
4,941
-786
-14% -$35K 0.09% 190
2024
Q4 		$248K Sell
5,727
-6
-0.1% -$268 0.12% 145
2024
Q3 		$245K Buy
5,733
+19
+0.3% +$802 0.12% 155
2024
Q2 		$222K Hold
5,714
– – 0.12% 153
2024
Q1 		$223K Buy
5,714
+1
+0% +$37 0.12% 162
2023
Q4 		$211K Buy
+5,713
New +$179K 0.12% 162
2023
Q1 		– Sell
-5,312
Closed -$229K – 147
2022
Q4 		$229K Buy
+5,312
New +$233K 0.18% 112

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

Baron Wealth Management's TFC Position: Q1 2026 in Review

Baron Wealth Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 5,116 shares — an estimated $252K sold.

Baron Wealth Management first reported a position in TFC in Q4 2022 and held it in 10 quarters. The position peaked at $252K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Baron Wealth Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Baron Wealth Management sold 5,116 Truist Financial shares in Q1 2026, an estimated $252K.
  • Baron Wealth Management first reported a position in Truist Financial in Q4 2022 and held it in 10 quarters.
  • Baron Wealth Management's Truist Financial position peaked at $252K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Baron Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.