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Forum Financial Management’s Truist Financial TFC Stock Holding History

Forum Financial Management’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
-23,715
Closed -$1.17M – 918
2025
Q4 		$1.17M Sell
23,715
-43
-0.2% -$1.98K 0.02% 222
2025
Q3 		$1.09M Buy
23,758
+3,703
+18% +$167K 0.01% 221
2025
Q2 		$862K Buy
20,055
+1,157
+6% +$45.3K 0.01% 244
2025
Q1 		$778K Buy
18,898
+12
+0.1% +$535 0.01% 250
2024
Q4 		$819K Buy
18,886
+8,489
+82% +$379K 0.01% 237
2024
Q3 		$445K Buy
10,397
+91
+0.9% +$3.84K 0.01% 371
2024
Q2 		$400K Buy
10,306
+8
+0.1% +$302 0.01% 382
2024
Q1 		$401K Hold
10,298
– – 0.01% 399
2023
Q4 		$380K Sell
10,298
-416
-4% -$13.1K 0.01% 374
2023
Q3 		$307K Hold
10,714
– – 0.01% 416
2023
Q2 		$325K Sell
10,714
-1,226
-10% -$38.1K 0.01% 406
2023
Q1 		$407K Sell
11,940
-2,571
-18% -$112K 0.01% 311
2022
Q4 		$624K Buy
14,511
+83
+0.6% +$3.64K 0.02% 206
2022
Q3 		$628K Sell
14,428
-53,075
-79% -$2.55M 0.03% 180
2022
Q2 		$3.2M Sell
67,503
-523
-0.8% -$25.8K 0.16% 40
2022
Q1 		$3.86M Sell
68,026
-11,282
-14% -$697K 0.19% 34
2021
Q4 		$4.64M Buy
+79,308
New +$4.85M 0.24% 24

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

Forum Financial Management's TFC Position: Q1 2026 in Review

Forum Financial Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 23,715 shares — an estimated $1.17M sold.

Forum Financial Management first reported a position in TFC in Q4 2021 and held it in 17 quarters. The position peaked at $4.64M in Q4 2021. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Forum Financial Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 23,715 Truist Financial shares in Q1 2026, an estimated $1.17M.
  • Forum Financial Management first reported a position in Truist Financial in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Truist Financial position peaked at $4.64M in Q4 2021.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.