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Clark Financial Services Group’s Truist Financial TFC Stock Holding History

Clark Financial Services Group’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 		– Sell
-9,540
Closed -$482K – 121
2025
Q4 		$482K Buy
9,540
+157
+2% +$7.23K 0.26% 62
2025
Q3 		$429K Buy
9,383
+845
+10% +$38.1K 0.23% 70
2025
Q2 		$367K Buy
8,538
+64
+0.8% +$2.5K 0.23% 67
2025
Q1 		$349K Buy
+8,474
New +$378K 0.24% 61

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

Clark Financial Services Group's TFC Position: Q1 2026 in Review

Clark Financial Services Group sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 9,540 shares — an estimated $482K sold.

Clark Financial Services Group first reported a position in TFC in Q1 2025 and held it in 4 quarters. The position peaked at $482K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Clark Financial Services Group reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Clark Financial Services Group sold 9,540 Truist Financial shares in Q1 2026, an estimated $482K.
  • Clark Financial Services Group first reported a position in Truist Financial in Q1 2025 and held it in 4 quarters.
  • Clark Financial Services Group's Truist Financial position peaked at $482K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Clark Financial Services Group's 13F filing for Q1 2026, filed 7 May 2026.