Creative Financial Designs’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.71M | Buy |
37,257
+202
| +0.5% | +$9.98K | 0.1% | 166 |
|
|
2025
Q4 | $1.82M | Buy |
37,055
+947
| +3% | +$43.6K | 0.11% | 157 |
|
|
2025
Q3 | $1.65M | Buy |
36,108
+2,467
| +7% | +$111K | 0.11% | 163 |
|
|
2025
Q2 | $1.45M | Buy |
33,641
+30,283
| +902% | +$1.18M | 0.1% | 166 |
|
|
2025
Q1 | $138K | Sell |
3,358
-119
| -3% | -$5.3K | 0.01% | 539 |
|
|
2024
Q4 | $151K | Buy |
3,477
+208
| +6% | +$9.28K | 0.01% | 507 |
|
|
2024
Q3 | $140K | Buy |
3,269
+11
| +0.3% | +$465 | 0.01% | 524 |
|
|
2024
Q2 | $127K | Buy |
3,258
+12
| +0.4% | +$453 | 0.01% | 532 |
|
|
2024
Q1 | $127K | Buy |
3,246
+812
| +33% | +$29.7K | 0.01% | 516 |
|
|
2023
Q4 | $89.9K | Buy |
2,434
+68
| +3% | +$2.13K | 0.01% | 558 |
|
|
2023
Q3 | $67.7K | Buy |
2,366
+294
| +14% | +$9.04K | 0.01% | 562 |
|
|
2023
Q2 | $62.9K | Buy |
2,072
+3
| +0.1% | +$93 | 0.01% | 581 |
|
|
2023
Q1 | $70.6K | Sell |
2,069
-124
| -6% | -$5.41K | 0.01% | 523 |
|
|
2022
Q4 | $94.3K | Buy |
2,193
+2
| +0.1% | +$88 | 0.01% | 460 |
|
|
2022
Q3 | $95K | Sell |
2,191
-1,141
| -34% | -$54.9K | 0.02% | 443 |
|
|
2022
Q2 | $158K | Buy |
3,332
+127
| +4% | +$6.26K | 0.03% | 337 |
|
|
2022
Q1 | $182K | Hold |
3,205
| – | – | 0.03% | 325 |
|
|
2021
Q4 | $188K | Sell |
3,205
-307
| -9% | -$18.8K | 0.03% | 321 |
|
|
2021
Q3 | $206K | Buy |
3,512
+1
| +0% | +$56 | 0.03% | 290 |
|
|
2021
Q2 | $195K | Buy |
3,511
+126
| +4% | +$7.4K | 0.03% | 299 |
|
|
2021
Q1 | $197K | Buy |
3,385
+216
| +7% | +$11.8K | 0.04% | 274 |
|
|
2020
Q4 | $152K | Buy |
3,169
+2
| +0.1% | +$91 | 0.03% | 299 |
|
|
2020
Q3 | $121K | Buy |
3,167
+2
| +0.1% | +$75 | 0.03% | 306 |
|
|
2020
Q2 | $119K | Buy |
3,165
+1,556
| +97% | +$56K | 0.04% | 255 |
|
|
2020
Q1 | $50K | Hold |
1,609
| – | – | 0.03% | 223 |
|
|
2019
Q4 | $91K | Hold |
1,609
| – | – | 0.04% | 201 |
|
|
2019
Q3 | $82K | Hold |
1,609
| – | – | 0.04% | 197 |
|
|
2019
Q2 | $79K | Hold |
1,609
| – | – | 0.04% | 198 |
|
|
2019
Q1 | $75K | Buy |
+1,609
| New | +$78.5K | 0.04% | 189 |
|
|
2018
Q3 | – | Sell |
-1,609
| Closed | -$81K | – | 821 |
|
|
2018
Q2 | $81K | Buy |
+1,609
| New | +$85.5K | 0.05% | 195 |
|
|
2017
Q1 | – | Sell |
-95
| Closed | -$4K | – | 847 |
|
|
2016
Q4 | $4K | Buy |
+95
| New | +$4.04K | ﹤0.01% | 515 |
|
Other funds holding TFC
VCM
VPM
Creative Financial Designs's TFC Position: Q1 2026 in Review
Creative Financial Designs increased its Truist Financial (TFC) stake by 0.55% in Q1 2026, buying an estimated $9.98K and bringing the position to 37,257 shares worth $1.71M. The position accounts for 0.1% of the portfolio, ranked #166.
Creative Financial Designs first reported a position in TFC in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.82M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Creative Financial Designs held 37,257 shares of Truist Financial worth $1.71M as of Q1 2026.
- Creative Financial Designs bought 202 Truist Financial shares in Q1 2026, an estimated $9.98K.
- Truist Financial made up 0.1% of Creative Financial Designs's portfolio in Q1 2026, its #166 holding.
- Creative Financial Designs first reported a position in Truist Financial in Q4 2016 and has held it in 31 quarters since.
- Creative Financial Designs's Truist Financial position peaked at $1.82M in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.