Diversify Wealth Management’s Truist Financial TFC Stock Holding History

Diversify Wealth Management’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	$274K	Buy	+5,412	New	+$267K	﹤0.01%	993

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

Diversify Wealth Management's TFC Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Truist Financial (TFC) in Q1 2026: 5,412 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #993 among its holdings.

1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Diversify Wealth Management held 5,412 shares of Truist Financial worth $274K as of Q1 2026.
Truist Financial was a new Diversify Wealth Management position in Q1 2026.
Truist Financial made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #993 holding.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.