FDS
TFC icon

First Dallas Securities’s Truist Financial TFC Stock Holding History

First Dallas Securities’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 		$674K Buy
14,659
+211
+1% +$10.4K 0.25% 73
2025
Q4 		$711K Buy
14,448
+3,762
+35% +$173K 0.26% 72
2025
Q3 		$489K Buy
10,686
+1,011
+10% +$45.6K 0.18% 86
2025
Q2 		$416K Buy
9,675
+1,714
+22% +$67.1K 0.16% 91
2025
Q1 		$328K Buy
7,961
+2,761
+53% +$123K 0.14% 95
2024
Q4 		$226K Buy
+5,200
New +$232K 0.09% 110

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

First Dallas Securities's TFC Position: Q1 2026 in Review

First Dallas Securities increased its Truist Financial (TFC) stake by 1.5% in Q1 2026, buying an estimated $10.4K and bringing the position to 14,659 shares worth $674K. The position accounts for 0.25% of the portfolio, ranked #73.

First Dallas Securities first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $711K in Q4 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • First Dallas Securities held 14,659 shares of Truist Financial worth $674K as of Q1 2026.
  • First Dallas Securities bought 211 Truist Financial shares in Q1 2026, an estimated $10.4K.
  • Truist Financial made up 0.25% of First Dallas Securities's portfolio in Q1 2026, its #73 holding.
  • First Dallas Securities first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • First Dallas Securities's Truist Financial position peaked at $711K in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on First Dallas Securities's 13F filing for Q1 2026, filed 27 Apr 2026.