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BIP Wealth’s Truist Financial TFC Stock Holding History

BIP Wealth’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 		$1.2M Sell
26,175
-2,420
-8% -$120K 0.05% 176
2025
Q4 		$1.41M Buy
28,595
+6,412
+29% +$295K 0.05% 176
2025
Q3 		$1.01M Buy
22,183
+2,143
+11% +$96.6K 0.05% 124
2025
Q2 		$862K Sell
20,040
-420
-2% -$16.4K 0.05% 111
2025
Q1 		$842K Sell
20,460
-65
-0.3% -$2.9K 0.05% 111
2024
Q4 		$890K Buy
20,525
+12,052
+142% +$538K 0.06% 108
2024
Q3 		$362K Hold
8,473
– – 0.02% 162
2024
Q2 		$329K Hold
8,473
– – 0.03% 144
2024
Q1 		$330K Sell
8,473
-50
-0.6% -$1.83K 0.02% 150
2023
Q4 		$315K Sell
8,523
-614
-7% -$19.3K 0.02% 149
2023
Q3 		$261K Sell
9,137
-362
-4% -$11.1K 0.02% 150
2023
Q2 		$288K Sell
9,499
-1,598
-14% -$49.6K 0.02% 145
2023
Q1 		$378K Buy
+11,097
New +$484K 0.04% 129

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

BIP Wealth's TFC Position: Q1 2026 in Review

BIP Wealth reduced its Truist Financial (TFC) stake by 8.5% in Q1 2026, selling an estimated $120K and leaving 26,175 shares worth $1.2M. The position accounts for 0.05% of the portfolio, ranked #176.

BIP Wealth first reported a position in TFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.41M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • BIP Wealth held 26,175 shares of Truist Financial worth $1.2M as of Q1 2026.
  • BIP Wealth sold 2,420 Truist Financial shares in Q1 2026, an estimated $120K.
  • Truist Financial made up 0.05% of BIP Wealth's portfolio in Q1 2026, its #176 holding.
  • BIP Wealth first reported a position in Truist Financial in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Truist Financial position peaked at $1.41M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.