Empower Advisory Group’s Truist Financial TFC Stock Holding History

Empower Advisory Group’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	$298K	Sell	6,488 -3,937	-38%	-$195K	﹤0.01%	412
2025 Q4	$513K	Buy	10,425 +3,462	+50%	+$159K	﹤0.01%	336
2025 Q3	$318K	Buy	6,963 +659	+10%	+$29.7K	﹤0.01%	418
2025 Q2	$271K	Sell	6,304 -22,839	-78%	-$894K	﹤0.01%	428
2025 Q1	$1.2M	Buy	29,143 +22,201	+320%	+$989K	﹤0.01%	230
2024 Q4	$301K	Buy	6,942 +1,093	+19%	+$48.8K	﹤0.01%	410
2024 Q3	$250K	Sell	5,849 -3,107	-35%	-$131K	﹤0.01%	439
2024 Q2	$348K	Buy	8,956 +1,457	+19%	+$55K	﹤0.01%	366
2024 Q1	$292K	Buy	7,499 +1,070	+17%	+$39.1K	﹤0.01%	413
2023 Q4	$237K	Buy	+6,429	New	+$202K	﹤0.01%	438
2023 Q3	–	Sell	-7,076	Closed	-$215K	–	486
2023 Q2	$215K	Buy	7,076 +494	+8%	+$15.3K	﹤0.01%	455
2023 Q1	$218K	Buy	+6,582	New	+$287K	﹤0.01%	458

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

Empower Advisory Group's TFC Position: Q1 2026 in Review

Empower Advisory Group reduced its Truist Financial (TFC) stake by 38% in Q1 2026, selling an estimated $195K and leaving 6,488 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Empower Advisory Group first reported a position in TFC in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.2M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Empower Advisory Group held 6,488 shares of Truist Financial worth $298K as of Q1 2026.
Empower Advisory Group sold 3,937 Truist Financial shares in Q1 2026, an estimated $195K.
Truist Financial made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #412 holding.
Empower Advisory Group first reported a position in Truist Financial in Q1 2023 and has held it in 12 quarters since.
Empower Advisory Group's Truist Financial position peaked at $1.2M in Q1 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.