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Concurrent Investment Advisors’s Truist Financial TFC Stock Holding History

Concurrent Investment Advisors’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 		$14.1M Buy
307,570
+38,868
+14% +$1.92M 0.15% 140
2025
Q4 		$13.2M Buy
268,702
+111,518
+71% +$5.14M 0.15% 143
2025
Q3 		$7.19M Buy
157,184
+12,743
+9% +$575K 0.12% 178
2025
Q2 		$6.21M Buy
144,441
+336
+0.2% +$13.1K 0.12% 183
2025
Q1 		$5.93M Buy
144,105
+11,805
+9% +$526K 0.14% 151
2024
Q4 		$5.74M Sell
132,300
-1,075
-0.8% -$48K 0.15% 140
2024
Q3 		$5.7M Buy
133,375
+3,297
+3% +$139K 0.17% 129
2024
Q2 		$5.05M Buy
130,078
+93,203
+253% +$3.52M 0.17% 136
2024
Q1 		$1.44M Buy
36,875
+6,826
+23% +$250K 0.06% 304
2023
Q4 		$1.11M Buy
+30,049
New +$943K 0.05% 318

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

Concurrent Investment Advisors's TFC Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Truist Financial (TFC) stake by 14% in Q1 2026, buying an estimated $1.92M and bringing the position to 307,570 shares worth $14.1M. The position accounts for 0.15% of the portfolio, ranked #140.

Concurrent Investment Advisors first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Concurrent Investment Advisors held 307,570 shares of Truist Financial worth $14.1M as of Q1 2026.
  • Concurrent Investment Advisors bought 38,868 Truist Financial shares in Q1 2026, an estimated $1.92M.
  • Truist Financial made up 0.15% of Concurrent Investment Advisors's portfolio in Q1 2026, its #140 holding.
  • Concurrent Investment Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.