BCP
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Berkeley Capital Partners’s Truist Financial TFC Stock Holding History

Berkeley 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 		$1.6M Buy
34,828
+4,926
+16% +$243K 0.37% 56
2025
Q4 		$1.47M Sell
29,902
-8,509
-22% -$392K 0.35% 55
2025
Q3 		$1.76M Sell
38,411
-475
-1% -$21.4K 0.42% 45
2025
Q2 		$1.67M Buy
38,886
+877
+2% +$34.3K 0.42% 44
2025
Q1 		$1.56M Buy
38,009
+1,824
+5% +$81.3K 0.43% 50
2024
Q4 		$1.57M Sell
36,185
-469
-1% -$20.9K 0.44% 43
2024
Q3 		$1.57M Buy
36,654
+475
+1% +$20.1K 0.45% 46
2024
Q2 		$1.41M Buy
36,179
+1,659
+5% +$62.7K 0.42% 44
2024
Q1 		$1.35M Sell
34,520
-774
-2% -$28.3K 0.41% 46
2023
Q4 		$1.3M Sell
35,294
-5,502
-13% -$173K 0.43% 42
2023
Q3 		$1.17M Buy
40,796
+935
+2% +$28.8K 0.42% 46
2023
Q2 		$1.21M Buy
39,861
+13,431
+51% +$417K 0.43% 44
2023
Q1 		$901K Buy
26,430
+3,703
+16% +$162K 0.33% 59
2022
Q4 		$978K Buy
22,727
+836
+4% +$36.7K 0.38% 56
2022
Q3 		$953K Sell
21,891
-1,901
-8% -$91.5K 0.41% 49
2022
Q2 		$1.13M Buy
23,792
+5,560
+30% +$274K 0.47% 37
2022
Q1 		$1.03M Buy
18,232
+9,602
+111% +$593K 0.41% 42
2021
Q4 		$505K Buy
8,630
+2,027
+31% +$124K 0.21% 73
2021
Q3 		$387K Buy
6,603
+34
+0.5% +$1.9K 0.18% 86
2021
Q2 		$365K Sell
6,569
-365
-5% -$21.4K 0.16% 87
2021
Q1 		$404K Buy
6,934
+253
+4% +$13.9K 0.19% 73
2020
Q4 		$320K Sell
6,681
-156
-2% -$7.06K 0.16% 83
2020
Q3 		$260K Sell
6,837
-130
-2% -$4.9K 0.16% 86
2020
Q2 		$262K Buy
+6,967
New +$251K 0.16% 85
2020
Q1 		– Sell
-7,920
Closed -$446K – 131
2019
Q4 		$446K Buy
+7,920
New +$429K 0.23% 84

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

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

Berkeley Capital Partners increased its Truist Financial (TFC) stake by 16% in Q1 2026, buying an estimated $243K and bringing the position to 34,828 shares worth $1.6M. The position accounts for 0.37% of the portfolio, ranked #56.

Berkeley Capital Partners first reported a position in TFC in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.76M in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Berkeley Capital Partners held 34,828 shares of Truist Financial worth $1.6M as of Q1 2026.
  • Berkeley Capital Partners bought 4,926 Truist Financial shares in Q1 2026, an estimated $243K.
  • Truist Financial made up 0.37% of Berkeley Capital Partners's portfolio in Q1 2026, its #56 holding.
  • Berkeley Capital Partners first reported a position in Truist Financial in Q4 2019 and has held it in 25 quarters since.
  • Berkeley Capital Partners's Truist Financial position peaked at $1.76M in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.