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Facet Wealth Inc’s Truist Financial TFC Stock Holding History

Facet Wealth Inc’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 		$338K Sell
7,353
-408
-5% -$20.2K 0.01% 234
2025
Q4 		$390K Buy
7,761
+3,361
+76% +$155K 0.01% 185
2025
Q3 		$201K Buy
+4,400
New +$198K ﹤0.01% 215

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

Facet Wealth Inc's TFC Position: Q1 2026 in Review

Facet Wealth Inc reduced its Truist Financial (TFC) stake by 5.3% in Q1 2026, selling an estimated $20.2K and leaving 7,353 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #234.

Facet Wealth Inc first reported a position in TFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $390K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Facet Wealth Inc held 7,353 shares of Truist Financial worth $338K as of Q1 2026.
  • Facet Wealth Inc sold 408 Truist Financial shares in Q1 2026, an estimated $20.2K.
  • Truist Financial made up 0.01% of Facet Wealth Inc's portfolio in Q1 2026, its #234 holding.
  • Facet Wealth Inc first reported a position in Truist Financial in Q3 2025 and has held it in 3 quarters since.
  • Facet Wealth Inc's Truist Financial position peaked at $390K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Facet Wealth Inc's 13F filing for Q1 2026, filed 7 May 2026.