FC
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Financial Consulate’s Truist Financial TFC Stock Holding History

Financial Consulate’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 		$236K Buy
5,141
+35
+0.7% +$1.73K 0.03% 132
2025
Q4 		$251K Sell
5,106
-307
-6% -$14.1K 0.03% 137
2025
Q3 		$247K Buy
+5,413
New +$244K 0.03% 142

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

Financial Consulate's TFC Position: Q1 2026 in Review

Financial Consulate increased its Truist Financial (TFC) stake by 0.69% in Q1 2026, buying an estimated $1.73K and bringing the position to 5,141 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #132.

Financial Consulate first reported a position in TFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $251K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Financial Consulate held 5,141 shares of Truist Financial worth $236K as of Q1 2026.
  • Financial Consulate bought 35 Truist Financial shares in Q1 2026, an estimated $1.73K.
  • Truist Financial made up 0.03% of Financial Consulate's portfolio in Q1 2026, its #132 holding.
  • Financial Consulate first reported a position in Truist Financial in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's Truist Financial position peaked at $251K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.