F/M Investments’s Truist Financial TFC Stock Holding History

F/M Investments’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	$612K	Sell	13,314 -406	-3%	-$20.1K	0.04%	215
2025 Q4	$675K	Hold	13,720	–	–	0.03%	310
2025 Q3	$627K	Sell	13,720 -274	-2%	-$12.4K	0.02%	323
2025 Q2	$603K	Sell	13,994 -754	-5%	-$29.5K	0.02%	317
2025 Q1	$609K	Sell	14,748 -214,338	-94%	-$9.55M	0.02%	316
2024 Q4	$9.94M	Buy	229,086 +14,116	+7%	+$630K	0.37%	61
2024 Q3	$9.17M	Buy	214,970 +146,703	+215%	+$6.2M	0.29%	114
2024 Q2	$2.64M	Buy	+68,267	New	+$2.58M	0.1%	193
2021 Q2	–	Sell	-3,474	Closed	-$203K	–	93
2021 Q1	$203K	Buy	+3,474	New	+$190K	0.16%	84

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

F/M Investments's TFC Position: Q1 2026 in Review

F/M Investments reduced its Truist Financial (TFC) stake by 3% in Q1 2026, selling an estimated $20.1K and leaving 13,314 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #215.

F/M Investments first reported a position in TFC in Q1 2021 and has held it in 9 quarters since. The position peaked at $9.94M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

F/M Investments held 13,314 shares of Truist Financial worth $612K as of Q1 2026.
F/M Investments sold 406 Truist Financial shares in Q1 2026, an estimated $20.1K.
Truist Financial made up 0.04% of F/M Investments's portfolio in Q1 2026, its #215 holding.
F/M Investments first reported a position in Truist Financial in Q1 2021 and has held it in 9 quarters since.
F/M Investments's Truist Financial position peaked at $9.94M in Q4 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.