Community Bank & Trust (Waco, Texas)’s Truist Financial TFC Stock Holding History

Community Bank & Trust (Waco, Texas)’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	$1.12M	Buy	24,355 +3,403	+16%	+$168K	0.22%	78
2025 Q4	$1.03M	Buy	20,952 +2,119	+11%	+$97.6K	0.21%	81
2025 Q3	$861K	Buy	18,833 +1,691	+10%	+$76.2K	0.18%	86
2025 Q2	$737K	Buy	17,142 +642	+4%	+$25.1K	0.17%	90
2025 Q1	$679K	Buy	16,500 +1,214	+8%	+$54.1K	0.16%	91
2024 Q4	$663K	Buy	15,286 +2,551	+20%	+$114K	0.15%	90
2024 Q3	$545K	Buy	12,735 +3,155	+33%	+$133K	0.12%	103
2024 Q2	$372K	Buy	9,580 +2,842	+42%	+$107K	0.09%	111
2024 Q1	$263K	Buy	6,738 +9	+0.1%	+$329	0.06%	126
2023 Q4	$248K	Buy	6,729 +467	+7%	+$14.7K	0.07%	127
2023 Q3	$273K	Buy	+6,262	New	+$193K	0.1%	108
2023 Q2	–	Sell	-6,747	Closed	-$230K	–	143
2023 Q1	$230K	Buy	6,747 +128	+2%	+$5.59K	0.07%	124
2022 Q4	$285K	Buy	6,619 +357	+6%	+$15.7K	0.09%	111
2022 Q3	$273K	Buy	6,262 +210	+3%	+$10.1K	0.1%	108
2022 Q2	$287K	Buy	6,052 +191	+3%	+$9.42K	0.1%	110
2022 Q1	$332K	Buy	5,861 +529	+10%	+$32.7K	0.1%	105
2021 Q4	$312K	Buy	5,332 +121	+2%	+$7.39K	0.09%	110
2021 Q3	$306K	Buy	5,211 +581	+13%	+$32.5K	0.1%	107
2021 Q2	$257K	Buy	4,630 +230	+5%	+$13.5K	0.08%	116
2021 Q1	$257K	Buy	+4,400	New	+$241K	0.09%	120

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

Community Bank & Trust (Waco, Texas)'s TFC Position: Q1 2026 in Review

Community Bank & Trust (Waco, Texas) increased its Truist Financial (TFC) stake by 16% in Q1 2026, buying an estimated $168K and bringing the position to 24,355 shares worth $1.12M. The position accounts for 0.22% of the portfolio, ranked #78.

Community Bank & Trust (Waco, Texas) first reported a position in TFC in Q1 2021 and has held it in 20 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Community Bank & Trust (Waco, Texas) held 24,355 shares of Truist Financial worth $1.12M as of Q1 2026.
Community Bank & Trust (Waco, Texas) bought 3,403 Truist Financial shares in Q1 2026, an estimated $168K.
Truist Financial made up 0.22% of Community Bank & Trust (Waco, Texas)'s portfolio in Q1 2026, its #78 holding.
Community Bank & Trust (Waco, Texas) first reported a position in Truist Financial in Q1 2021 and has held it in 20 quarters since.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q1 2026, filed 17 Apr 2026.