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TFC icon

Covestor’s Truist Financial TFC Stock Holding History

Covestor’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 		$17K Sell
378
-262
-41% -$12.9K 0.01% 1180
2025
Q4 		$32K Sell
640
-56
-8% -$2.58K 0.02% 1075
2025
Q3 		$32K Buy
696
+21
+3% +$947 0.02% 1104
2025
Q2 		$29K Sell
675
-1,378
-67% -$53.9K 0.02% 1118
2025
Q1 		$85K Sell
2,053
-113
-5% -$5.03K 0.06% 586
2024
Q4 		$94K Buy
2,166
+24
+1% +$1.07K 0.06% 572
2024
Q3 		$92K Buy
2,142
+33
+2% +$1.39K 0.06% 573
2024
Q2 		$82K Sell
2,109
-117
-5% -$4.42K 0.05% 611
2024
Q1 		$87K Sell
2,226
-3,262
-59% -$119K 0.06% 627
2023
Q4 		$202K Buy
5,488
+512
+10% +$16.1K 0.14% 138
2023
Q3 		$142K Buy
4,976
+611
+14% +$18.8K 0.11% 245
2023
Q2 		$132K Buy
4,365
+1,652
+61% +$51.3K 0.1% 292
2023
Q1 		$93K Sell
2,713
-66
-2% -$2.88K 0.08% 418
2022
Q4 		$120K Buy
2,779
+644
+30% +$28.3K 0.1% 313
2022
Q3 		$93K Buy
2,135
+265
+14% +$12.8K 0.08% 395
2022
Q2 		$89K Buy
1,870
+394
+27% +$19.4K 0.07% 483
2022
Q1 		$84K Buy
1,476
+531
+56% +$32.8K 0.06% 616
2021
Q4 		$55K Buy
+945
New +$57.7K 0.08% 483

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

Covestor's TFC Position: Q1 2026 in Review

Covestor reduced its Truist Financial (TFC) stake by 41% in Q1 2026, selling an estimated $12.9K and leaving 378 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #1180.

Covestor first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $202K in Q4 2023. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Covestor held 378 shares of Truist Financial worth $17K as of Q1 2026.
  • Covestor sold 262 Truist Financial shares in Q1 2026, an estimated $12.9K.
  • Truist Financial made up 0.01% of Covestor's portfolio in Q1 2026, its #1180 holding.
  • Covestor first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Truist Financial position peaked at $202K in Q4 2023.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.