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Berkshire Money Management’s Truist Financial TFC Stock Holding History

Berkshire Money 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
-10,192
Closed -$502K – 117
2025
Q4 		$502K Sell
10,192
-100
-1% -$4.61K 0.05% 67
2025
Q3 		$471K Buy
+10,292
New +$464K 0.05% 45

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Berkshire Money Management's TFC Position: Q1 2026 in Review

Berkshire Money Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 10,192 shares — an estimated $502K sold.

Berkshire Money Management first reported a position in TFC in Q3 2025 and held it in 2 quarters. The position peaked at $502K in Q4 2025. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Berkshire Money Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Berkshire Money Management sold 10,192 Truist Financial shares in Q1 2026, an estimated $502K.
  • Berkshire Money Management first reported a position in Truist Financial in Q3 2025 and held it in 2 quarters.
  • Berkshire Money Management's Truist Financial position peaked at $502K in Q4 2025.
  • 1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Berkshire Money Management's 13F filing for Q1 2026, filed 21 Apr 2026.