Estate Planners Group’s Truist Financial TFC Stock Holding History

Estate Planners 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	–	Sell	-300	Closed	-$14.8K	–	372
2025 Q4	$14.8K	Buy	+300	New	+$13.8K	0.01%	242

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Estate Planners Group's TFC Position: Q1 2026 in Review

Estate Planners Group sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 300 shares — an estimated $14.8K sold.

Estate Planners Group first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $14.8K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Estate Planners Group reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 300 Truist Financial shares in Q1 2026, an estimated $14.8K.
Estate Planners Group first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Truist Financial position peaked at $14.8K in Q4 2025.
1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.