Catalyst Financial Partners’s Truist Financial TFC Stock Holding History

Catalyst Financial Partners’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	$234K	Buy	5,099 +499	+11%	+$24.7K	0.03%	336
2025 Q4	$226K	Sell	4,600 -72	-2%	-$3.32K	0.03%	287
2025 Q3	$214K	Buy	+4,672	New	+$211K	0.03%	301
2025 Q2	–	Sell	-7,278	Closed	-$299K	–	315
2025 Q1	$299K	Buy	7,278 +432	+6%	+$19.2K	0.06%	218
2024 Q4	$297K	Buy	6,846 +29	+0.4%	+$1.29K	0.06%	212
2024 Q3	$292K	Buy	6,817 +332	+5%	+$14K	0.06%	205
2024 Q2	$252K	Buy	+6,485	New	+$245K	0.06%	210

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Catalyst Financial Partners's TFC Position: Q1 2026 in Review

Catalyst Financial Partners increased its Truist Financial (TFC) stake by 11% in Q1 2026, buying an estimated $24.7K and bringing the position to 5,099 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #336.

Catalyst Financial Partners first reported a position in TFC in Q2 2024 and has held it in 7 quarters since. The position peaked at $299K in Q1 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Catalyst Financial Partners held 5,099 shares of Truist Financial worth $234K as of Q1 2026.
Catalyst Financial Partners bought 499 Truist Financial shares in Q1 2026, an estimated $24.7K.
Truist Financial made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #336 holding.
Catalyst Financial Partners first reported a position in Truist Financial in Q2 2024 and has held it in 7 quarters since.
Catalyst Financial Partners's Truist Financial position peaked at $299K in Q1 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.