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Fidelis Capital Partners’s Truist Financial TFC Stock Holding History

Fidelis Capital Partners’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 		$247K Buy
5,369
+330
+7% +$16.3K 0.02% 444
2025
Q4 		$248K Buy
5,039
+505
+11% +$23.3K 0.02% 430
2025
Q3 		$207K Buy
+4,534
New +$204K 0.02% 466
2025
Q1 		– Sell
-4,479
Closed -$210K – 458
2024
Q4 		$210K Buy
+4,479
New +$200K 0.02% 413

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

Fidelis Capital Partners's TFC Position: Q1 2026 in Review

Fidelis Capital Partners increased its Truist Financial (TFC) stake by 6.5% in Q1 2026, buying an estimated $16.3K and bringing the position to 5,369 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #444.

Fidelis Capital Partners first reported a position in TFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $248K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Fidelis Capital Partners held 5,369 shares of Truist Financial worth $247K as of Q1 2026.
  • Fidelis Capital Partners bought 330 Truist Financial shares in Q1 2026, an estimated $16.3K.
  • Truist Financial made up 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #444 holding.
  • Fidelis Capital Partners first reported a position in Truist Financial in Q4 2024 and has held it in 4 quarters since.
  • Fidelis Capital Partners's Truist Financial position peaked at $248K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.