Commonwealth Equity Services’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $28.6M | Sell |
621,231
-9,759
| -2% | -$482K | 0.04% | 439 |
|
|
2025
Q4 | $31.1M | Sell |
630,990
-20,332
| -3% | -$936K | 0.04% | 415 |
|
|
2025
Q3 | $29.8M | Buy |
651,322
+5,529
| +0.9% | +$249K | 0.04% | 439 |
|
|
2025
Q2 | $27.8M | Sell |
645,793
-41,792
| -6% | -$1.64M | 0.04% | 462 |
|
|
2025
Q1 | $28.3M | Buy |
687,585
+14,286
| +2% | +$636K | 0.04% | 430 |
|
|
2024
Q4 | $29.2M | Sell |
673,299
-17,059
| -2% | -$761K | 0.04% | 397 |
|
|
2024
Q3 | $29.5M | Sell |
690,358
-37,507
| -5% | -$1.58M | 0.04% | 401 |
|
|
2024
Q2 | $28.3M | Sell |
727,865
-26,456
| -4% | -$999K | 0.04% | 397 |
|
|
2024
Q1 | $29.4M | Buy |
754,321
+6,081
| +0.8% | +$222K | 0.05% | 379 |
|
|
2023
Q4 | $27.6M | Buy |
748,240
+22,645
| +3% | +$711K | 0.05% | 351 |
|
|
2023
Q3 | $20.8M | Buy |
725,595
+27,627
| +4% | +$850K | 0.04% | 400 |
|
|
2023
Q2 | $21.2M | Buy |
697,968
+144,402
| +26% | +$4.48M | 0.04% | 398 |
|
|
2023
Q1 | $18.9K | Buy |
553,566
+53,988
| +11% | +$2.36M | 0.04% | 410 |
|
|
2022
Q4 | $21.5M | Sell |
499,578
-59,745
| -11% | -$2.62M | 0.05% | 353 |
|
|
2022
Q3 | $24.4M | Buy |
559,323
+13,208
| +2% | +$635K | 0.06% | 280 |
|
|
2022
Q2 | $25.9M | Sell |
546,115
-5,255
| -1% | -$259K | 0.07% | 272 |
|
|
2022
Q1 | $31.3M | Sell |
551,370
-2,292
| -0.4% | -$142K | 0.07% | 256 |
|
|
2021
Q4 | $32.4M | Buy |
553,662
+44,766
| +9% | +$2.73M | 0.07% | 255 |
|
|
2021
Q3 | $29.8M | Sell |
508,896
-2,505
| -0.5% | -$140K | 0.07% | 256 |
|
|
2021
Q2 | $28.4M | Sell |
511,401
-28,668
| -5% | -$1.68M | 0.07% | 260 |
|
|
2021
Q1 | $31.5M | Buy |
540,069
+48,009
| +10% | +$2.63M | 0.09% | 226 |
|
|
2020
Q4 | $23.6M | Buy |
492,060
+11,359
| +2% | +$514K | 0.07% | 262 |
|
|
2020
Q3 | $18.3M | Sell |
480,701
-6,835
| -1% | -$258K | 0.06% | 279 |
|
|
2020
Q2 | $18.3M | Buy |
487,536
+18,853
| +4% | +$679K | 0.07% | 261 |
|
|
2020
Q1 | $14.5M | Sell |
468,683
-526
| -0.1% | -$24.9K | 0.07% | 270 |
|
|
2019
Q4 | $26.4M | Buy |
469,209
+81,498
| +21% | +$4.41M | 0.1% | 197 |
|
|
2019
Q3 | $20.7M | Buy |
387,711
+8,188
| +2% | +$406K | 0.09% | 224 |
|
|
2019
Q2 | $18.6M | Buy |
379,523
+1,508
| +0.4% | +$73.9K | 0.08% | 239 |
|
|
2019
Q1 | $17.6M | Buy |
378,015
+12,090
| +3% | +$590K | 0.08% | 240 |
|
|
2018
Q4 | $15.9M | Sell |
365,925
-3,244
| -0.9% | -$156K | 0.08% | 227 |
|
|
2018
Q3 | $17.9M | Buy |
369,169
+18,331
| +5% | +$941K | 0.09% | 226 |
|
|
2018
Q2 | $17.7M | Buy |
350,838
+32,962
| +10% | +$1.75M | 0.09% | 208 |
|
|
2018
Q1 | $16.5M | Sell |
317,876
-28,226
| -8% | -$1.52M | 0.09% | 207 |
|
|
2017
Q4 | $17.2M | Sell |
346,102
-6,436
| -2% | -$311K | 0.09% | 195 |
|
|
2017
Q3 | $16.5M | Sell |
352,538
-4,344
| -1% | -$200K | 0.1% | 191 |
|
|
2017
Q2 | $16.2M | Buy |
356,882
+2,417
| +0.7% | +$105K | 0.1% | 187 |
|
|
2017
Q1 | $15.8M | Buy |
354,465
+166,852
| +89% | +$7.8M | 0.11% | 188 |
|
|
2016
Q4 | $8.82M | Buy |
187,613
+4,655
| +3% | +$198K | 0.07% | 267 |
|
|
2016
Q3 | $6.9M | Buy |
182,958
+19,086
| +12% | +$711K | 0.05% | 300 |
|
|
2016
Q2 | $5.83M | Sell |
163,872
-804
| -0.5% | -$28.1K | 0.05% | 321 |
|
|
2016
Q1 | $5.48M | Buy |
164,676
+4,342
| +3% | +$144K | 0.05% | 327 |
|
|
2015
Q4 | $6.06M | Buy |
160,334
+1,771
| +1% | +$66.6K | 0.06% | 295 |
|
|
2015
Q3 | $5.64M | Sell |
158,563
-19,487
| -11% | -$752K | 0.06% | 293 |
|
|
2015
Q2 | $7.18M | Buy |
178,050
+13,640
| +8% | +$540K | 0.07% | 254 |
|
|
2015
Q1 | $6.41M | Sell |
164,410
-2,777
| -2% | -$105K | 0.07% | 261 |
|
|
2014
Q4 | $6.5M | Sell |
167,187
-4,723
| -3% | -$178K | 0.07% | 242 |
|
|
2014
Q3 | $6.4M | Buy |
171,910
+15,757
| +10% | +$595K | 0.08% | 231 |
|
|
2014
Q2 | $6.16M | Buy |
156,153
+3,355
| +2% | +$129K | 0.07% | 244 |
|
|
2014
Q1 | $6.14M | Buy |
152,798
+2,168
| +1% | +$83K | 0.08% | 222 |
|
|
2013
Q4 | $5.62M | Buy |
150,630
+27,730
| +23% | +$958K | 0.08% | 232 |
|
|
2013
Q3 | $4.15M | Buy |
122,900
+3,721
| +3% | +$130K | 0.07% | 267 |
|
|
2013
Q2 | $4.04M | Buy |
+119,179
| New | +$3.8M | 0.07% | 256 |
|
Other funds holding TFC
VCM
VPM
Commonwealth Equity Services's TFC Position: Q1 2026 in Review
Commonwealth Equity Services reduced its Truist Financial (TFC) stake by 1.5% in Q1 2026, selling an estimated $482K and leaving 621,231 shares worth $28.6M. The position accounts for 0.04% of the portfolio, ranked #439.
Commonwealth Equity Services first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $32.4M in Q4 2021. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Commonwealth Equity Services held 621,231 shares of Truist Financial worth $28.6M as of Q1 2026.
- Commonwealth Equity Services sold 9,759 Truist Financial shares in Q1 2026, an estimated $482K.
- Truist Financial made up 0.04% of Commonwealth Equity Services's portfolio in Q1 2026, its #439 holding.
- Commonwealth Equity Services first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
- Commonwealth Equity Services's Truist Financial position peaked at $32.4M in Q4 2021.
- 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.