CT
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Colonial Trust’s Truist Financial TFC Stock Holding History

Colonial Trust’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 		$1.55M Sell
33,754
-2,254
-6% -$111K 0.21% 103
2025
Q4 		$1.77M Sell
36,008
-21,318
-37% -$982K 0.24% 96
2025
Q3 		$2.62M Sell
57,326
-1,094
-2% -$49.3K 0.35% 72
2025
Q2 		$2.51M Sell
58,420
-9,428
-14% -$369K 0.37% 71
2025
Q1 		$2.79M Sell
67,848
-5,565
-8% -$248K 0.43% 66
2024
Q4 		$3.18M Buy
73,413
+8,470
+13% +$378K 0.47% 60
2024
Q3 		$2.78M Sell
64,943
-80,407
-55% -$3.4M 0.43% 62
2024
Q2 		$5.65M Buy
145,350
+106,773
+277% +$4.03M 0.99% 27
2024
Q1 		$1.5M Sell
38,577
-570
-1% -$20.9K 0.28% 85
2023
Q4 		$1.45M Sell
39,147
-5,069
-11% -$159K 0.3% 83
2023
Q3 		$1.27M Sell
44,216
-4,535
-9% -$139K 0.31% 77
2023
Q2 		$1.48M Buy
48,751
+756
+2% +$23.5K 0.35% 73
2023
Q1 		$1.64M Buy
47,995
+255
+0.5% +$11.1K 0.42% 65
2022
Q4 		$2.05M Sell
47,740
-1,325
-3% -$58.1K 0.56% 56
2022
Q3 		$2.14M Buy
+49,065
New +$2.36M 0.68% 49

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

Colonial Trust's TFC Position: Q1 2026 in Review

Colonial Trust reduced its Truist Financial (TFC) stake by 6.3% in Q1 2026, selling an estimated $111K and leaving 33,754 shares worth $1.55M. The position accounts for 0.21% of the portfolio, ranked #103.

Colonial Trust first reported a position in TFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.65M in Q2 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Colonial Trust held 33,754 shares of Truist Financial worth $1.55M as of Q1 2026.
  • Colonial Trust sold 2,254 Truist Financial shares in Q1 2026, an estimated $111K.
  • Truist Financial made up 0.21% of Colonial Trust's portfolio in Q1 2026, its #103 holding.
  • Colonial Trust first reported a position in Truist Financial in Q3 2022 and has held it in 15 quarters since.
  • Colonial Trust's Truist Financial position peaked at $5.65M in Q2 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Colonial Trust's 13F filing for Q1 2026, filed 12 May 2026.