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Capital Group Private Client Services’s Truist Financial TFC Stock Holding History

Capital Group Private Client Services’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 		$2.9M Sell
63,002
-98,802
-61% -$4.88M 0.05% 138
2025
Q4 		$7.96M Sell
161,804
-5,291
-3% -$244K 0.13% 94
2025
Q3 		$7.64M Sell
167,095
-923,160
-85% -$41.6M 0.13% 98
2025
Q2 		$46.9M Buy
1,090,255
+31,161
+3% +$1.22M 0.41% 61
2025
Q1 		$43.6M Buy
1,059,094
+348,117
+49% +$15.5M 0.43% 63
2024
Q4 		$30.8M Sell
710,977
-7,321
-1% -$327K 0.28% 86
2024
Q3 		$30.7M Buy
718,298
+486,206
+209% +$20.5M 0.29% 89
2024
Q2 		$9.02M Buy
232,092
+114,825
+98% +$4.34M 0.09% 151
2024
Q1 		$4.57M Buy
117,267
+21,074
+22% +$771K 0.05% 169
2023
Q4 		$3.55M Sell
96,193
-33,635
-26% -$1.06M 0.04% 173
2023
Q3 		$3.71M Sell
129,828
-2,770
-2% -$85.2K 0.05% 158
2023
Q2 		$4.02M Buy
132,598
+24,116
+22% +$749K 0.05% 153
2023
Q1 		$3.7M Buy
108,482
+8,792
+9% +$384K 0.05% 152
2022
Q4 		$4.29M Sell
99,690
-2,722
-3% -$119K 0.05% 156
2022
Q3 		$4.46M Sell
102,412
-210,699
-67% -$10.1M 0.06% 156
2022
Q2 		$14.9M Sell
313,111
-438,262
-58% -$21.6M 0.19% 115
2022
Q1 		$42.6M Buy
751,373
+10,636
+1% +$657K 0.47% 71
2021
Q4 		$43.4M Sell
740,737
-166,908
-18% -$10.2M 0.46% 67
2021
Q3 		$53.2M Buy
+907,645
New +$50.7M 0.62% 59

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

Capital Group Private Client Services's TFC Position: Q1 2026 in Review

Capital Group Private Client Services reduced its Truist Financial (TFC) stake by 61% in Q1 2026, selling an estimated $4.88M and leaving 63,002 shares worth $2.9M. The position accounts for 0.05% of the portfolio, ranked #138.

Capital Group Private Client Services first reported a position in TFC in Q3 2021 and has held it in 19 quarters since. The position peaked at $53.2M in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Capital Group Private Client Services held 63,002 shares of Truist Financial worth $2.9M as of Q1 2026.
  • Capital Group Private Client Services sold 98,802 Truist Financial shares in Q1 2026, an estimated $4.88M.
  • Truist Financial made up 0.05% of Capital Group Private Client Services's portfolio in Q1 2026, its #138 holding.
  • Capital Group Private Client Services first reported a position in Truist Financial in Q3 2021 and has held it in 19 quarters since.
  • Capital Group Private Client Services's Truist Financial position peaked at $53.2M in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Capital Group Private Client Services's 13F filing for Q1 2026, filed 13 May 2026.