Forefront Wealth Partners’s Truist Financial TFC Stock Holding History

Forefront Wealth Partners’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	$616K	Buy	13,408 +509	+4%	+$25.2K	0.26%	85
2025 Q4	$635K	Buy	12,899 +373	+3%	+$17.2K	0.3%	75
2025 Q3	$573K	Sell	12,526 -9	-0.1%	-$406	0.14%	120
2025 Q2	$544K	Sell	12,535 -17	-0.1%	-$665	0.37%	54
2025 Q1	$517K	Buy	12,552 +17	+0.1%	+$757	0.35%	67
2024 Q4	$544K	Buy	+12,535	New	+$559K	0.41%	52

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Forefront Wealth Partners's TFC Position: Q1 2026 in Review

Forefront Wealth Partners increased its Truist Financial (TFC) stake by 3.9% in Q1 2026, buying an estimated $25.2K and bringing the position to 13,408 shares worth $616K. The position accounts for 0.26% of the portfolio, ranked #85.

Forefront Wealth Partners first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $635K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Forefront Wealth Partners held 13,408 shares of Truist Financial worth $616K as of Q1 2026.
Forefront Wealth Partners bought 509 Truist Financial shares in Q1 2026, an estimated $25.2K.
Truist Financial made up 0.26% of Forefront Wealth Partners's portfolio in Q1 2026, its #85 holding.
Forefront Wealth Partners first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
Forefront Wealth Partners's Truist Financial position peaked at $635K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.