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Focus Partners Advisor Solutions’s Truist Financial TFC Stock Holding History

Focus Partners Advisor Solutions’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 		$1.94M Sell
42,256
-5,454
-11% -$270K 0.02% 358
2025
Q4 		$2.35M Buy
47,710
+2,205
+5% +$102K 0.03% 276
2025
Q3 		$2.07M Buy
45,505
+11,246
+33% +$507K 0.02% 331
2025
Q2 		$1.47M Buy
34,259
+8,057
+31% +$315K 0.02% 342
2025
Q1 		$1.08M Buy
26,202
+7,138
+37% +$318K 0.02% 365
2024
Q4 		$827K Sell
19,064
-107
-0.6% -$4.78K 0.01% 368
2024
Q3 		$820K Buy
19,171
+2,584
+16% +$109K 0.02% 324
2024
Q2 		$644K Sell
16,587
-4,714
-22% -$178K 0.02% 321
2024
Q1 		$830K Buy
21,301
+10,355
+95% +$379K 0.02% 265
2023
Q4 		$404K Sell
10,946
-686
-6% -$21.5K 0.02% 283
2023
Q3 		$333K Buy
11,632
+243
+2% +$7.47K 0.02% 335
2023
Q2 		$346K Buy
+11,389
New +$354K 0.02% 275
2022
Q4 		– Sell
-9,777
Closed -$426K – 424
2022
Q3 		$426K Buy
9,777
+2,036
+26% +$98K 0.03% 244
2022
Q2 		$367K Sell
7,741
-1,394
-15% -$68.8K 0.03% 232
2022
Q1 		$518K Sell
9,135
-5,287
-37% -$327K 0.05% 174
2021
Q4 		$844K Buy
+14,422
New +$881K 0.18% 44

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

Focus Partners Advisor Solutions's TFC Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Truist Financial (TFC) stake by 11% in Q1 2026, selling an estimated $270K and leaving 42,256 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #358.

Focus Partners Advisor Solutions first reported a position in TFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.35M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Focus Partners Advisor Solutions held 42,256 shares of Truist Financial worth $1.94M as of Q1 2026.
  • Focus Partners Advisor Solutions sold 5,454 Truist Financial shares in Q1 2026, an estimated $270K.
  • Truist Financial made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #358 holding.
  • Focus Partners Advisor Solutions first reported a position in Truist Financial in Q4 2021 and has held it in 16 quarters since.
  • Focus Partners Advisor Solutions's Truist Financial position peaked at $2.35M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.