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Carson Advisory’s Truist Financial TFC Stock Holding History

Carson Advisory’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 		$901K Sell
19,604
-995
-5% -$49.2K 0.47% 51
2025
Q4 		$1.01M Sell
20,599
-299
-1% -$13.8K 0.53% 47
2025
Q3 		$955K Sell
20,898
-99
-0.5% -$4.46K 0.52% 48
2025
Q2 		$903K Buy
20,997
+702
+3% +$27.5K 0.57% 48
2025
Q1 		$835K Buy
20,295
+1
+0% +$45 0.56% 51
2024
Q4 		$880K Sell
20,294
-49
-0.2% -$2.19K 0.61% 47
2024
Q3 		$870K Sell
20,343
-935
-4% -$39.5K 0.55% 51
2024
Q2 		$827K Sell
21,278
-700
-3% -$26.4K 0.58% 44
2024
Q1 		$857K Buy
21,978
+50
+0.2% +$1.83K 0.6% 46
2023
Q4 		$810K Buy
21,928
+315
+1% +$9.89K 0.63% 44
2023
Q3 		$618K Buy
21,613
+452
+2% +$13.9K 0.54% 61
2023
Q2 		$642K Buy
21,161
+3,622
+21% +$112K 0.54% 61
2023
Q1 		$598K Buy
17,539
+9,970
+132% +$435K 0.53% 61
2022
Q4 		$326K Buy
7,569
+1,014
+15% +$44.5K 0.31% 85
2022
Q3 		$285K Sell
6,555
-199
-3% -$9.57K 0.32% 82
2022
Q2 		$320K Buy
6,754
+200
+3% +$9.86K 0.36% 80
2022
Q1 		$372K Buy
6,554
+75
+1% +$4.63K 0.37% 70
2021
Q4 		$379K Buy
+6,479
New +$396K 0.38% 71

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

Carson Advisory's TFC Position: Q1 2026 in Review

Carson Advisory reduced its Truist Financial (TFC) stake by 4.8% in Q1 2026, selling an estimated $49.2K and leaving 19,604 shares worth $901K. The position accounts for 0.47% of the portfolio, ranked #51.

Carson Advisory first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Carson Advisory held 19,604 shares of Truist Financial worth $901K as of Q1 2026.
  • Carson Advisory sold 995 Truist Financial shares in Q1 2026, an estimated $49.2K.
  • Truist Financial made up 0.47% of Carson Advisory's portfolio in Q1 2026, its #51 holding.
  • Carson Advisory first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
  • Carson Advisory's Truist Financial position peaked at $1.01M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.