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Brown, Lisle/Cummings’s Truist Financial TFC Stock Holding History

Brown, Lisle/Cummings’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 		$61.6K Hold
1,340
– – 0.02% 327
2025
Q4 		$65.9K Hold
1,340
– – 0.02% 316
2025
Q3 		$61.3K Hold
1,340
– – 0.02% 321
2025
Q2 		$57.6K Hold
1,340
– – 0.02% 320
2025
Q1 		$55.1K Buy
1,340
+64
+5% +$2.85K 0.02% 320
2024
Q4 		$55.4K Buy
+1,276
New +$56.9K 0.02% 322
2024
Q1 		– Sell
-350
Closed -$12.9K – 574
2023
Q4 		$12.9K Buy
+350
New +$11K ﹤0.01% 409
2023
Q3 		– Sell
-330
Closed -$10K – 567
2023
Q2 		$10K Buy
+330
New +$10.2K ﹤0.01% 412
2022
Q2 		– Sell
-345
Closed -$19.6K – 493
2022
Q1 		$19.6K Hold
345
– – 0.01% 336
2021
Q4 		$20.2K Buy
+345
New +$21.1K 0.01% 334

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 $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Brown, Lisle/Cummings's TFC Position: Q1 2026 in Review

Brown, Lisle/Cummings held its Truist Financial (TFC) position steady in Q1 2026 at 1,340 shares worth $61.6K. The position accounts for 0.02% of the portfolio, ranked #327.

Brown, Lisle/Cummings first reported a position in TFC in Q4 2021 and has held it in 10 quarters since. The position peaked at $65.9K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Brown, Lisle/Cummings held 1,340 shares of Truist Financial worth $61.6K as of Q1 2026.
  • Brown, Lisle/Cummings left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.02% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #327 holding.
  • Brown, Lisle/Cummings first reported a position in Truist Financial in Q4 2021 and has held it in 10 quarters since.
  • Brown, Lisle/Cummings's Truist Financial position peaked at $65.9K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.