DT Investment Partners’s Truist Financial TFC Stock Holding History

DT Investment Partners’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	$4.05K	Hold	88	–	–	﹤0.01%	464
2025 Q4	$4.33K	Hold	88	–	–	﹤0.01%	488
2025 Q3	$4.02K	Hold	88	–	–	﹤0.01%	487
2025 Q2	$3.78K	Hold	88	–	–	﹤0.01%	482
2025 Q1	$3.62K	Hold	88	–	–	﹤0.01%	503
2024 Q4	$3.82K	Hold	88	–	–	﹤0.01%	510
2024 Q3	$3.76K	Hold	88	–	–	﹤0.01%	555
2024 Q2	$3.42K	Hold	88	–	–	﹤0.01%	450
2024 Q1	$3.43K	Hold	88	–	–	﹤0.01%	403
2023 Q4	$3.36K	Hold	88	–	–	﹤0.01%	398
2023 Q3	$2.52K	Hold	88	–	–	﹤0.01%	409
2023 Q2	$2.89K	Hold	88	–	–	﹤0.01%	411
2023 Q1	$2.77K	Hold	88	–	–	﹤0.01%	418
2022 Q4	$3.79K	Hold	88	–	–	﹤0.01%	409
2022 Q3	$4K	Buy	+88	New	+$4.23K	﹤0.01%	381

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

DT Investment Partners's TFC Position: Q1 2026 in Review

DT Investment Partners held its Truist Financial (TFC) position steady in Q1 2026 at 88 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

DT Investment Partners first reported a position in TFC in Q3 2022 and has held it in 15 quarters since. The position peaked at $4.33K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

DT Investment Partners held 88 shares of Truist Financial worth $4.05K as of Q1 2026.
DT Investment Partners left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up ﹤0.01% of DT Investment Partners's portfolio in Q1 2026, its #464 holding.
DT Investment Partners first reported a position in Truist Financial in Q3 2022 and has held it in 15 quarters since.
DT Investment Partners's Truist Financial position peaked at $4.33K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on DT Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.