Envestnet Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $180M | Buy |
3,923,187
+173,283
| +5% | +$8.56M | 0.05% | 360 |
|
|
2025
Q4 | $185M | Sell |
3,749,904
-193,537
| -5% | -$8.91M | 0.05% | 319 |
|
|
2025
Q3 | $180M | Buy |
3,943,441
+364,026
| +10% | +$16.4M | 0.05% | 344 |
|
|
2025
Q2 | $154M | Buy |
3,579,415
+144,618
| +4% | +$5.66M | 0.04% | 377 |
|
|
2025
Q1 | $141M | Buy |
3,434,797
+60,957
| +2% | +$2.72M | 0.05% | 371 |
|
|
2024
Q4 | $146M | Buy |
3,373,840
+70,709
| +2% | +$3.16M | 0.05% | 362 |
|
|
2024
Q3 | $141M | Buy |
3,303,131
+299,754
| +10% | +$12.7M | 0.05% | 381 |
|
|
2024
Q2 | $117M | Sell |
3,003,377
-18,944
| -0.6% | -$716K | 0.04% | 405 |
|
|
2024
Q1 | $118M | Sell |
3,022,321
-72,380
| -2% | -$2.65M | 0.04% | 402 |
|
|
2023
Q4 | $114M | Sell |
3,094,701
-74,947
| -2% | -$2.35M | 0.05% | 371 |
|
|
2023
Q3 | $90.7M | Buy |
3,169,648
+327,640
| +12% | +$10.1M | 0.04% | 413 |
|
|
2023
Q2 | $86.3M | Sell |
2,842,008
-166,874
| -6% | -$5.18M | 0.04% | 380 |
|
|
2023
Q1 | $103M | Buy |
3,008,882
+95,284
| +3% | +$4.16M | 0.05% | 320 |
|
|
2022
Q4 | $125M | Buy |
2,913,598
+178,029
| +7% | +$7.81M | 0.06% | 262 |
|
|
2022
Q3 | $119M | Buy |
2,735,569
+317,386
| +13% | +$15.3M | 0.07% | 249 |
|
|
2022
Q2 | $115M | Buy |
2,418,183
+308,741
| +15% | +$15.2M | 0.06% | 256 |
|
|
2022
Q1 | $120M | Buy |
2,109,442
+39,941
| +2% | +$2.47M | 0.06% | 273 |
|
|
2021
Q4 | $121M | Buy |
2,069,501
+81,275
| +4% | +$4.97M | 0.06% | 278 |
|
|
2021
Q3 | $117M | Sell |
1,988,226
-754,239
| -28% | -$42.1M | 0.06% | 257 |
|
|
2021
Q2 | $152M | Buy |
2,742,465
+780,632
| +40% | +$45.9M | 0.09% | 205 |
|
|
2021
Q1 | $114M | Buy |
1,961,833
+529,998
| +37% | +$29M | 0.07% | 219 |
|
|
2020
Q4 | $68.6M | Buy |
1,431,835
+248,508
| +21% | +$11.3M | 0.05% | 278 |
|
|
2020
Q3 | $45M | Buy |
1,183,327
+6,145
| +0.5% | +$232K | 0.04% | 330 |
|
|
2020
Q2 | $44.2M | Sell |
1,177,182
-66,490
| -5% | -$2.39M | 0.04% | 312 |
|
|
2020
Q1 | $38.4M | Sell |
1,243,672
-314,396
| -20% | -$14.9M | 0.05% | 287 |
|
|
2019
Q4 | $87.2M | Buy |
1,558,068
+675,307
| +76% | +$36.6M | 0.09% | 169 |
|
|
2019
Q3 | $47.1M | Buy |
882,761
+103,112
| +13% | +$5.11M | 0.05% | 272 |
|
|
2019
Q2 | $38.3M | Buy |
779,649
+92,224
| +13% | +$4.52M | 0.05% | 290 |
|
|
2019
Q1 | $32M | Buy |
687,425
+68,236
| +11% | +$3.33M | 0.04% | 310 |
|
|
2018
Q4 | $26.8M | Buy |
619,189
+603,233
| +3,781% | +$29M | 0.04% | 300 |
|
|
2018
Q3 | $774K | Sell |
15,956
-104,002
| -87% | -$5.34M | ﹤0.01% | 818 |
|
|
2018
Q2 | $6.05M | Sell |
119,958
-8,034
| -6% | -$427K | 0.01% | 445 |
|
|
2018
Q1 | $6.67M | Sell |
127,992
-46,989
| -27% | -$2.53M | 0.02% | 323 |
|
|
2017
Q4 | $8.7M | Buy |
174,981
+2,457
| +1% | +$119K | 0.02% | 424 |
|
|
2017
Q3 | $8.1M | Sell |
172,524
-23,598
| -12% | -$1.08M | 0.02% | 418 |
|
|
2017
Q2 | $8.9M | Sell |
196,122
-16,418
| -8% | -$713K | 0.02% | 396 |
|
|
2017
Q1 | $9.5M | Sell |
212,540
-20,345
| -9% | -$951K | 0.03% | 378 |
|
|
2016
Q4 | $10.9M | Sell |
232,885
-52,166
| -18% | -$2.22M | 0.04% | 313 |
|
|
2016
Q3 | $10.8M | Sell |
285,051
-38,530
| -12% | -$1.44M | 0.04% | 323 |
|
|
2016
Q2 | $11.5M | Sell |
323,581
-16,265
| -5% | -$568K | 0.05% | 337 |
|
|
2016
Q1 | $11.3M | Buy |
339,846
+22,252
| +7% | +$739K | 0.05% | 314 |
|
|
2015
Q4 | $12M | Buy |
317,594
+27,260
| +9% | +$1.03M | 0.05% | 295 |
|
|
2015
Q3 | $10.3M | Sell |
290,334
-38,850
| -12% | -$1.5M | 0.05% | 319 |
|
|
2015
Q2 | $13.3M | Sell |
329,184
-7,406
| -2% | -$293K | 0.06% | 281 |
|
|
2015
Q1 | $13.1M | Buy |
336,590
+323,473
| +2,466% | +$12.2M | 0.07% | 278 |
|
|
2014
Q4 | $510K | Sell |
13,117
-3,773
| -22% | -$142K | 0.01% | 706 |
|
|
2014
Q3 | $628K | Buy |
16,890
+2,139
| +15% | +$80.8K | 0.01% | 711 |
|
|
2014
Q2 | $582K | Buy |
14,751
+4,691
| +47% | +$180K | 0.01% | 718 |
|
|
2014
Q1 | $404K | Sell |
10,060
-1,855
| -16% | -$71K | ﹤0.01% | 705 |
|
|
2013
Q4 | $445K | Sell |
11,915
-860
| -7% | -$29.7K | 0.01% | 652 |
|
|
2013
Q3 | $431K | Sell |
12,775
-1,383
| -10% | -$48.3K | 0.01% | 642 |
|
|
2013
Q2 | $480K | Buy |
+14,158
| New | +$452K | 0.01% | 589 |
|
Other funds holding TFC
VCM
VPM
Envestnet Asset Management's TFC Position: Q1 2026 in Review
Envestnet Asset Management increased its Truist Financial (TFC) stake by 4.6% in Q1 2026, buying an estimated $8.56M and bringing the position to 3,923,187 shares worth $180M. The position accounts for 0.05% of the portfolio, ranked #360.
Envestnet Asset Management first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $185M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Envestnet Asset Management held 3,923,187 shares of Truist Financial worth $180M as of Q1 2026.
- Envestnet Asset Management bought 173,283 Truist Financial shares in Q1 2026, an estimated $8.56M.
- Truist Financial made up 0.05% of Envestnet Asset Management's portfolio in Q1 2026, its #360 holding.
- Envestnet Asset Management first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
- Envestnet Asset Management's Truist Financial position peaked at $185M in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.