DHJJ Financial Advisors’s Truist Financial TFC Stock Holding History

DHJJ Financial Advisors’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	$460	Hold	10	–	–	﹤0.01%	904
2025 Q4	$493	Hold	10	–	–	﹤0.01%	855
2025 Q3	$458	Hold	10	–	–	﹤0.01%	839
2025 Q2	$430	Hold	10	–	–	﹤0.01%	815
2025 Q1	$412	Hold	10	–	–	﹤0.01%	771
2024 Q4	$434	Hold	10	–	–	﹤0.01%	736
2024 Q3	$428	Hold	10	–	–	﹤0.01%	719
2024 Q2	$389	Hold	10	–	–	﹤0.01%	685
2024 Q1	$390	Hold	10	–	–	﹤0.01%	673
2023 Q4	$370	Hold	10	–	–	﹤0.01%	662
2023 Q3	$287	Buy	+10	New	+$308	﹤0.01%	674

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

DHJJ Financial Advisors's TFC Position: Q1 2026 in Review

DHJJ Financial Advisors held its Truist Financial (TFC) position steady in Q1 2026 at 10 shares worth $460. The position accounts for ﹤0.01% of the portfolio, ranked #904.

DHJJ Financial Advisors first reported a position in TFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $493 in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

DHJJ Financial Advisors held 10 shares of Truist Financial worth $460 as of Q1 2026.
DHJJ Financial Advisors left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #904 holding.
DHJJ Financial Advisors first reported a position in Truist Financial in Q3 2023 and has held it in 11 quarters since.
DHJJ Financial Advisors's Truist Financial position peaked at $493 in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.