Eagle Bluffs Wealth Management’s Truist Financial TFC Stock Holding History

Eagle Bluffs 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	$1.69M	Buy	36,765 +1,083	+3%	+$53.5K	0.66%	38
2025 Q4	$1.76M	Buy	35,682 +1,115	+3%	+$51.4K	0.71%	37
2025 Q3	$1.58M	Buy	34,567 +866	+3%	+$39K	0.68%	37
2025 Q2	$1.45M	Buy	33,701 +74	+0.2%	+$2.9K	0.69%	36
2025 Q1	$1.38M	Buy	33,627 +185	+0.6%	+$8.24K	0.73%	39
2024 Q4	$1.45M	Sell	33,442 -1,767	-5%	-$78.9K	0.78%	36
2024 Q3	$1.51M	Buy	35,209 +166	+0.5%	+$7.01K	0.81%	36
2024 Q2	$1.36M	Buy	+35,043	New	+$1.32M	0.79%	36

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

Eagle Bluffs Wealth Management's TFC Position: Q1 2026 in Review

Eagle Bluffs Wealth Management increased its Truist Financial (TFC) stake by 3% in Q1 2026, buying an estimated $53.5K and bringing the position to 36,765 shares worth $1.69M. The position accounts for 0.66% of the portfolio, ranked #38.

Eagle Bluffs Wealth Management first reported a position in TFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.76M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Eagle Bluffs Wealth Management held 36,765 shares of Truist Financial worth $1.69M as of Q1 2026.
Eagle Bluffs Wealth Management bought 1,083 Truist Financial shares in Q1 2026, an estimated $53.5K.
Truist Financial made up 0.66% of Eagle Bluffs Wealth Management's portfolio in Q1 2026, its #38 holding.
Eagle Bluffs Wealth Management first reported a position in Truist Financial in Q2 2024 and has held it in 8 quarters since.
Eagle Bluffs Wealth Management's Truist Financial position peaked at $1.76M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Eagle Bluffs Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.