Fiduciary Family Office’s Truist Financial TFC Stock Holding History

Fiduciary Family Office’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	$450K	Sell	9,798 -2,166	-18%	-$107K	0.13%	112
2025 Q4	$589K	Sell	11,964 -2,638	-18%	-$121K	0.17%	99
2025 Q3	$668K	Buy	14,602 +650	+5%	+$29.3K	0.19%	106
2025 Q2	$600K	Sell	13,952 -8,838	-39%	-$346K	0.2%	107
2025 Q1	$938K	Buy	+22,790	New	+$1.02M	0.31%	66
2024 Q4	–	Sell	-39,027	Closed	-$1.67M	–	229
2024 Q3	$1.67M	Sell	39,027 -851	-2%	-$35.9K	0.55%	37
2024 Q2	$1.55M	Buy	39,878 +411	+1%	+$15.5K	0.61%	35
2024 Q1	$1.54M	Buy	39,467 +25,041	+174%	+$916K	0.6%	44
2023 Q4	$533K	Buy	+14,426	New	+$453K	0.23%	110

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

Fiduciary Family Office's TFC Position: Q1 2026 in Review

Fiduciary Family Office reduced its Truist Financial (TFC) stake by 18% in Q1 2026, selling an estimated $107K and leaving 9,798 shares worth $450K. The position accounts for 0.13% of the portfolio, ranked #112.

Fiduciary Family Office first reported a position in TFC in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.67M in Q3 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Fiduciary Family Office held 9,798 shares of Truist Financial worth $450K as of Q1 2026.
Fiduciary Family Office sold 2,166 Truist Financial shares in Q1 2026, an estimated $107K.
Truist Financial made up 0.13% of Fiduciary Family Office's portfolio in Q1 2026, its #112 holding.
Fiduciary Family Office first reported a position in Truist Financial in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Truist Financial position peaked at $1.67M in Q3 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.