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Csenge Advisory Group’s Truist Financial TFC Stock Holding History

Csenge Advisory Group’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 		$3.18M Buy
69,199
+851
+1% +$42.1K 0.15% 133
2025
Q4 		$3.36M Sell
68,348
-14,838
-18% -$683K 0.15% 126
2025
Q3 		$3.8M Buy
83,186
+7,855
+10% +$354K 0.18% 107
2025
Q2 		$2.98M Sell
75,331
-364
-0.5% -$14.2K 0.16% 116
2025
Q1 		$2.72M Sell
75,695
-25,077
-25% -$1.12M 0.15% 121
2024
Q4 		$4.37M Sell
100,772
-12,729
-11% -$568K 0.24% 86
2024
Q3 		$4.91M Sell
113,501
-15,060
-12% -$636K 0.26% 81
2024
Q2 		$4.99M Buy
128,561
+100,637
+360% +$3.8M 0.28% 69
2024
Q1 		$1.09M Buy
27,924
+579
+2% +$21.2K 0.06% 245
2023
Q4 		$1.01M Sell
27,345
-1,291
-5% -$40.5K 0.06% 236
2023
Q3 		$819K Buy
28,636
+642
+2% +$19.7K 0.06% 250
2023
Q2 		$850K Sell
27,994
-408
-1% -$12.7K 0.06% 246
2023
Q1 		$969K Sell
28,402
-12,069
-30% -$527K 0.07% 212
2022
Q4 		$1.74M Buy
40,471
+16,228
+67% +$712K 0.13% 142
2022
Q3 		$1.06M Buy
24,243
+633
+3% +$30.5K 0.09% 193
2022
Q2 		$1.12M Buy
23,610
+2,663
+13% +$131K 0.09% 188
2022
Q1 		$1.19M Sell
20,947
-10,507
-33% -$649K 0.09% 191
2021
Q4 		$1.77M Buy
31,454
+1,805
+6% +$110K 0.16% 115
2021
Q3 		$1.78M Sell
29,649
-1,805
-6% -$101K 0.15% 120
2021
Q2 		$1.77M Sell
31,454
-2,734
-8% -$161K 0.16% 115
2021
Q1 		$2.05M Buy
34,188
+1,652
+5% +$90.5K 0.21% 86
2020
Q4 		$1.56M Buy
32,536
+474
+1% +$21.5K 0.19% 92
2020
Q3 		$1.31M Sell
32,062
-5,654
-15% -$213K 0.18% 95
2020
Q2 		$1.42M Buy
37,716
+9,300
+33% +$335K 0.2% 95
2020
Q1 		$876K Buy
28,416
+6,818
+32% +$322K 0.23% 94
2019
Q4 		$1.22M Buy
+21,598
New +$1.17M 0.31% 64
2018
Q4 		– Sell
-259
Closed -$13K – 1346
2018
Q3 		$13K Sell
259
-19,922
-99% -$1.02M 0.01% 464
2018
Q2 		$1.02M Buy
20,181
+7,034
+54% +$374K 0.38% 65
2018
Q1 		$684K Buy
+13,147
New +$708K 0.24% 105

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

Csenge Advisory Group's TFC Position: Q1 2026 in Review

Csenge Advisory Group increased its Truist Financial (TFC) stake by 1.2% in Q1 2026, buying an estimated $42.1K and bringing the position to 69,199 shares worth $3.18M. The position accounts for 0.15% of the portfolio, ranked #133.

Csenge Advisory Group first reported a position in TFC in Q1 2018 and has held it in 29 quarters since. The position peaked at $4.99M in Q2 2024. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Csenge Advisory Group held 69,199 shares of Truist Financial worth $3.18M as of Q1 2026.
  • Csenge Advisory Group bought 851 Truist Financial shares in Q1 2026, an estimated $42.1K.
  • Truist Financial made up 0.15% of Csenge Advisory Group's portfolio in Q1 2026, its #133 holding.
  • Csenge Advisory Group first reported a position in Truist Financial in Q1 2018 and has held it in 29 quarters since.
  • Csenge Advisory Group's Truist Financial position peaked at $4.99M in Q2 2024.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Csenge Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.