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Concord Wealth Partners’s Truist Financial TFC Stock Holding History

Concord Wealth 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 		$3.21M Sell
69,844
-3
-0% -$148 0.42% 58
2025
Q4 		$3.44M Hold
69,847
– – 0.45% 48
2025
Q3 		$3.19M Hold
69,847
– – 0.44% 45
2025
Q2 		$3M Sell
69,847
-279
-0.4% -$10.9K 0.44% 50
2025
Q1 		$2.89M Buy
70,126
+4
+0% +$178 0.47% 53
2024
Q4 		$3.04M Buy
70,122
+51,641
+279% +$2.3M 0.5% 51
2024
Q3 		$790K Sell
18,481
-54,946
-75% -$2.32M 0.13% 109
2024
Q2 		$2.85M Sell
73,427
-1,324
-2% -$50K 0.5% 50
2024
Q1 		$2.91M Sell
74,751
-364
-0.5% -$13.3K 0.52% 49
2023
Q4 		$2.77M Sell
75,115
-2,632
-3% -$82.6K 0.56% 43
2023
Q3 		$2.22M Sell
77,747
-18,298
-19% -$563K 0.47% 40
2023
Q2 		$2.91M Buy
96,045
+12,073
+14% +$375K 0.63% 32
2023
Q1 		$2.86M Buy
83,972
+5,319
+7% +$232K 0.81% 27
2022
Q4 		$3.38M Sell
78,653
-3,846
-5% -$169K 1.02% 24
2022
Q3 		$3.59M Buy
82,499
+17
+0% +$818 1.14% 19
2022
Q2 		$3.91M Sell
82,482
-642
-0.8% -$31.7K 1.07% 19
2022
Q1 		$4.71M Buy
83,124
+1,191
+1% +$73.6K 1.22% 18
2021
Q4 		$4.8M Buy
81,933
+75,880
+1,254% +$4.64M 1.17% 16
2021
Q3 		$355K Sell
6,053
-74,599
-92% -$4.17M 0.15% 50
2021
Q2 		$4.48M Buy
80,652
+3,697
+5% +$217K 1.28% 13
2021
Q1 		$4.49M Buy
76,955
+5,294
+7% +$290K 1.51% 13
2020
Q4 		$3.44M Buy
+71,661
New +$3.24M 2.65% 4

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

Concord Wealth Partners's TFC Position: Q1 2026 in Review

Concord Wealth Partners reduced its Truist Financial (TFC) stake by 0% in Q1 2026, selling an estimated $148 and leaving 69,844 shares worth $3.21M. The position accounts for 0.42% of the portfolio, ranked #58.

Concord Wealth Partners first reported a position in TFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.8M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Concord Wealth Partners held 69,844 shares of Truist Financial worth $3.21M as of Q1 2026.
  • Concord Wealth Partners sold 3 Truist Financial shares in Q1 2026, an estimated $148.
  • Truist Financial made up 0.42% of Concord Wealth Partners's portfolio in Q1 2026, its #58 holding.
  • Concord Wealth Partners first reported a position in Truist Financial in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Truist Financial position peaked at $4.8M in Q4 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.