EFS
TFC icon

Essex Financial Services’s Truist Financial TFC Stock Holding History

Essex Financial Services’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 		$813K Buy
17,682
+187
+1% +$9.24K 0.05% 335
2025
Q4 		$861K Sell
17,495
-177
-1% -$8.15K 0.05% 318
2025
Q3 		$808K Buy
17,672
+423
+2% +$19.1K 0.05% 320
2025
Q2 		$742K Buy
17,249
+983
+6% +$38.5K 0.05% 328
2025
Q1 		$669K Buy
16,266
+109
+0.7% +$4.86K 0.05% 317
2024
Q4 		$701K Buy
16,157
+14
+0.1% +$625 0.05% 307
2024
Q3 		$700K Buy
16,143
+197
+1% +$8.32K 0.05% 311
2024
Q2 		$670K Buy
15,946
+1,120
+8% +$42.3K 0.05% 311
2024
Q1 		$578K Sell
14,826
-691
-4% -$25.3K 0.05% 297
2023
Q4 		$573K Buy
15,517
+1,285
+9% +$40.3K 0.06% 278
2023
Q3 		$407K Buy
14,232
+382
+3% +$11.7K 0.05% 318
2023
Q2 		$420K Buy
13,850
+149
+1% +$4.63K 0.05% 310
2023
Q1 		$467K Buy
13,701
+1,454
+12% +$63.5K 0.05% 301
2022
Q4 		$526K Buy
12,247
+18
+0.1% +$790 0.06% 264
2022
Q3 		$532K Buy
12,229
+2,529
+26% +$122K 0.06% 244
2022
Q2 		$460K Sell
9,700
-746
-7% -$36.8K 0.05% 285
2022
Q1 		$592K Buy
10,446
+1,033
+11% +$63.8K 0.06% 264
2021
Q4 		$551K Buy
+9,413
New +$575K 0.05% 267

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

Essex Financial Services's TFC Position: Q1 2026 in Review

Essex Financial Services increased its Truist Financial (TFC) stake by 1.1% in Q1 2026, buying an estimated $9.24K and bringing the position to 17,682 shares worth $813K. The position accounts for 0.05% of the portfolio, ranked #335.

Essex Financial Services first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $861K in Q4 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Essex Financial Services held 17,682 shares of Truist Financial worth $813K as of Q1 2026.
  • Essex Financial Services bought 187 Truist Financial shares in Q1 2026, an estimated $9.24K.
  • Truist Financial made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #335 holding.
  • Essex Financial Services first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
  • Essex Financial Services's Truist Financial position peaked at $861K in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.