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Blue Rock Wealth Management’s Truist Financial TFC Stock Holding History

Blue Rock 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 		$317K Hold
6,900
– – 0.2% 74
2025
Q4 		$340K Hold
6,900
– – 0.21% 73
2025
Q3 		$315K Buy
6,900
+1,500
+28% +$67.6K 0.2% 79
2025
Q2 		$232K Hold
5,400
– – 0.16% 91
2025
Q1 		$222K Buy
+5,400
New +$241K 0.19% 91

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

Blue Rock Wealth Management's TFC Position: Q1 2026 in Review

Blue Rock Wealth Management held its Truist Financial (TFC) position steady in Q1 2026 at 6,900 shares worth $317K. The position accounts for 0.2% of the portfolio, ranked #74.

Blue Rock Wealth Management first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $340K in Q4 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Blue Rock Wealth Management held 6,900 shares of Truist Financial worth $317K as of Q1 2026.
  • Blue Rock Wealth Management left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.2% of Blue Rock Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Blue Rock Wealth Management first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • Blue Rock Wealth Management's Truist Financial position peaked at $340K in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.