EW
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Element Wealth’s Truist Financial TFC Stock Holding History

Element Wealth’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 		$234K Buy
5,085
+7
+0.1% +$346 0.1% 187
2025
Q4 		$250K Buy
5,078
+26
+0.5% +$1.2K 0.1% 177
2025
Q3 		$231K Buy
5,052
+9
+0.2% +$406 0.1% 171
2025
Q2 		$217K Sell
5,043
-226
-4% -$8.84K 0.1% 171
2025
Q1 		$217K Buy
5,269
+10
+0.2% +$446 0.12% 148
2024
Q4 		$228K Buy
5,259
+9
+0.2% +$402 0.12% 134
2024
Q3 		$225K Buy
+5,250
New +$222K 0.12% 137

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

Element Wealth's TFC Position: Q1 2026 in Review

Element Wealth increased its Truist Financial (TFC) stake by 0.14% in Q1 2026, buying an estimated $346 and bringing the position to 5,085 shares worth $234K. The position accounts for 0.1% of the portfolio, ranked #187.

Element Wealth first reported a position in TFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $250K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Element Wealth held 5,085 shares of Truist Financial worth $234K as of Q1 2026.
  • Element Wealth bought 7 Truist Financial shares in Q1 2026, an estimated $346.
  • Truist Financial made up 0.1% of Element Wealth's portfolio in Q1 2026, its #187 holding.
  • Element Wealth first reported a position in Truist Financial in Q3 2024 and has held it in 7 quarters since.
  • Element Wealth's Truist Financial position peaked at $250K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.