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Flagship Harbor Advisors’s Truist Financial TFC Stock Holding History

Flagship Harbor Advisors’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 		– Sell
-1,334
Closed -$65.7K – 2038
2025
Q4 		$65.7K Buy
+1,334
New +$61.4K ﹤0.01% 993
2023
Q2 		– Sell
-7,288
Closed -$249K – 656
2023
Q1 		$249K Buy
7,288
+223
+3% +$9.73K 0.02% 533
2022
Q4 		$304K Buy
7,065
+1,991
+39% +$87.3K 0.03% 455
2022
Q3 		$221K Sell
5,074
-334
-6% -$16.1K 0.03% 525
2022
Q2 		$257K Buy
5,408
+813
+18% +$40.1K 0.03% 499
2022
Q1 		$261K Sell
4,595
-774
-14% -$47.8K 0.03% 521
2021
Q4 		$314K Buy
5,369
+27
+0.5% +$1.65K 0.03% 485
2021
Q3 		$296K Hold
5,342
– – 0.03% 489
2021
Q2 		$296K Sell
5,342
-4
-0.1% -$235 0.03% 490
2021
Q1 		$312K Sell
5,346
-575
-10% -$31.5K 0.04% 467
2020
Q4 		$284K Buy
5,921
+1,078
+22% +$48.8K 0.04% 447
2020
Q3 		$184K Buy
4,843
+797
+20% +$30K 0.02% 488
2020
Q2 		$151K Buy
4,046
+212
+6% +$7.63K 0.02% 524
2020
Q1 		$118K Sell
3,834
-871
-19% -$41.2K 0.02% 511
2019
Q4 		$265K Buy
4,705
+3,630
+338% +$197K 0.05% 373
2019
Q3 		$57K Sell
1,075
-90
-8% -$4.46K 0.01% 741
2019
Q2 		$57K Sell
1,165
-200
-15% -$9.8K 0.01% 725
2019
Q1 		$63K Buy
1,365
+850
+165% +$41.5K 0.01% 690
2018
Q4 		$22K Hold
515
– – 0.01% 982
2018
Q3 		$25K Sell
515
-20
-4% -$1.03K ﹤0.01% 1048
2018
Q2 		$26K Buy
+535
New +$28.4K 0.01% 1016

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Flagship Harbor Advisors's TFC Position: Q1 2026 in Review

Flagship Harbor Advisors sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 1,334 shares — an estimated $65.7K sold.

Flagship Harbor Advisors first reported a position in TFC in Q2 2018 and held it in 21 quarters. The position peaked at $314K in Q4 2021. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Flagship Harbor Advisors reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Flagship Harbor Advisors sold 1,334 Truist Financial shares in Q1 2026, an estimated $65.7K.
  • Flagship Harbor Advisors first reported a position in Truist Financial in Q2 2018 and held it in 21 quarters.
  • Flagship Harbor Advisors's Truist Financial position peaked at $314K in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Flagship Harbor Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.