Creative Planning
TFC icon

Creative Planning’s Truist Financial TFC Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-100
Closed -$2K – 2547
2021
Q1 		$2K Hold
100
– – ﹤0.01% 2568
2020
Q4 		$1K Buy
+100
New +$4.53K ﹤0.01% 2336

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

Creative Planning's TFC Position: Q1 2026 in Review

Creative Planning increased its Truist Financial (TFC) stake by 50% in Q1 2026, buying an estimated $8.32M and bringing the position to 502,309 shares worth $23.1M. The position accounts for 0.02% of the portfolio, ranked #383.

Creative Planning first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Creative Planning held 502,309 shares of Truist Financial worth $23.1M as of Q1 2026.
  • Creative Planning bought 168,350 Truist Financial shares in Q1 2026, an estimated $8.32M.
  • Truist Financial made up 0.02% of Creative Planning's portfolio in Q1 2026, its #383 holding.
  • Creative Planning first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.