Continuum Advisory’s Truist Financial TFC Stock Holding History

Continuum Advisory’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	$246K	Sell	5,357 -310	-5%	-$15.3K	0.02%	402
2025 Q4	$279K	Buy	5,667 +647	+13%	+$29.8K	0.03%	373
2025 Q3	$230K	Sell	5,020 -542	-10%	-$24.4K	0.02%	403
2025 Q2	$239K	Sell	5,562 -4,003	-42%	-$157K	0.03%	378
2025 Q1	$394K	Buy	9,565 +481	+5%	+$21.4K	0.05%	274
2024 Q4	$394K	Buy	9,084 +980	+12%	+$43.7K	0.05%	279
2024 Q3	$375K	Buy	8,104 +617	+8%	+$26.1K	0.05%	292
2024 Q2	$291K	Buy	7,487 +38	+0.5%	+$1.44K	0.04%	311
2024 Q1	$291K	Sell	7,449 -4,383	-37%	-$160K	0.04%	307
2023 Q4	$437K	Buy	11,832 +1,462	+14%	+$45.9K	0.06%	305
2023 Q3	$297K	Buy	10,370 +3	+0%	+$92	0.05%	368
2023 Q2	$315K	Buy	10,367 +5	+0%	+$155	0.05%	360
2023 Q1	$353K	Buy	10,362 +765	+8%	+$33.4K	0.06%	316
2022 Q4	$413K	Buy	+9,597	New	+$421K	0.07%	292
2018 Q2	–	Sell	-4,701	Closed	-$245K	–	155
2018 Q1	$245K	Sell	4,701 -658	-12%	-$35.4K	0.21%	119
2017 Q4	$266K	Buy	+5,359	New	+$259K	0.2%	125

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

Continuum Advisory's TFC Position: Q1 2026 in Review

Continuum Advisory reduced its Truist Financial (TFC) stake by 5.5% in Q1 2026, selling an estimated $15.3K and leaving 5,357 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #402.

Continuum Advisory first reported a position in TFC in Q4 2017 and has held it in 16 quarters since. The position peaked at $437K in Q4 2023. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Continuum Advisory held 5,357 shares of Truist Financial worth $246K as of Q1 2026.
Continuum Advisory sold 310 Truist Financial shares in Q1 2026, an estimated $15.3K.
Truist Financial made up 0.02% of Continuum Advisory's portfolio in Q1 2026, its #402 holding.
Continuum Advisory first reported a position in Truist Financial in Q4 2017 and has held it in 16 quarters since.
Continuum Advisory's Truist Financial position peaked at $437K in Q4 2023.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.