FG
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Fiduciary Group’s Truist Financial TFC Stock Holding History

Fiduciary 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 		$487K Hold
10,585
– – 0.04% 215
2025
Q4 		$521K Sell
10,585
-663
-6% -$30.5K 0.04% 202
2025
Q3 		$514K Sell
11,248
-2,110
-16% -$95.1K 0.05% 200
2025
Q2 		$574K Sell
13,358
-359
-3% -$14K 0.05% 186
2025
Q1 		$564K Hold
13,717
– – 0.06% 184
2024
Q4 		$595K Sell
13,717
-131
-0.9% -$5.85K 0.06% 180
2024
Q3 		$592K Sell
13,848
-481
-3% -$20.3K 0.06% 180
2024
Q2 		$557K Sell
14,329
-711
-5% -$26.9K 0.06% 182
2024
Q1 		$586K Sell
15,040
-639
-4% -$23.4K 0.06% 169
2023
Q4 		$579K Sell
15,679
-996
-6% -$31.3K 0.07% 164
2023
Q3 		$477K Sell
16,675
-553
-3% -$17K 0.06% 169
2023
Q2 		$523K Buy
17,228
+2,864
+20% +$88.9K 0.06% 160
2023
Q1 		$490K Buy
14,364
+1,692
+13% +$73.9K 0.06% 160
2022
Q4 		$545K Sell
12,672
-3,886
-23% -$170K 0.07% 149
2022
Q3 		$762K Buy
16,558
+710
+4% +$34.2K 0.1% 129
2022
Q2 		$809K Sell
15,848
-767
-5% -$37.8K 0.1% 130
2022
Q1 		$778K Sell
16,615
-40
-0.2% -$2.47K 0.1% 119
2021
Q4 		$975K Sell
16,655
-642
-4% -$39.2K 0.11% 116
2021
Q3 		$1.11M Sell
17,297
-713
-4% -$39.8K 0.13% 109
2021
Q2 		$983K Buy
18,010
+863
+5% +$50.7K 0.11% 116
2021
Q1 		$1.02M Buy
17,147
+1,541
+10% +$84.5K 0.12% 115
2020
Q4 		$824K Sell
15,606
-1,564
-9% -$70.8K 0.11% 117
2020
Q3 		$653K Sell
17,170
-5,764
-25% -$217K 0.1% 121
2020
Q2 		$861K Sell
22,934
-577
-2% -$20.8K 0.14% 100
2020
Q1 		$725K Buy
23,511
+13,425
+133% +$635K 0.14% 96
2019
Q4 		$568K Buy
+10,086
New +$546K 0.09% 128

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

Fiduciary Group's TFC Position: Q1 2026 in Review

Fiduciary Group held its Truist Financial (TFC) position steady in Q1 2026 at 10,585 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #215.

Fiduciary Group first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.11M in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Fiduciary Group held 10,585 shares of Truist Financial worth $487K as of Q1 2026.
  • Fiduciary Group left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.04% of Fiduciary Group's portfolio in Q1 2026, its #215 holding.
  • Fiduciary Group first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Fiduciary Group's Truist Financial position peaked at $1.11M in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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