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Foster & Motley’s Truist Financial TFC Stock Holding History

Foster & Motley’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 		$525K Sell
11,415
-428
-4% -$21.1K 0.03% 296
2025
Q4 		$583K Sell
11,843
-409
-3% -$18.8K 0.03% 281
2025
Q3 		$560K Sell
12,252
-790
-6% -$35.6K 0.03% 285
2025
Q2 		$561K Sell
13,042
-2,286
-15% -$89.4K 0.03% 276
2025
Q1 		$631K Sell
15,328
-723
-5% -$32.2K 0.04% 260
2024
Q4 		$696K Buy
16,051
+5,014
+45% +$224K 0.05% 247
2024
Q3 		$472K Buy
11,037
+2,199
+25% +$92.9K 0.03% 287
2024
Q2 		$343K Buy
+8,838
New +$334K 0.02% 311
2020
Q2 		– Sell
-25,405
Closed -$783K – 280
2020
Q1 		$783K Sell
25,405
-5,252
-17% -$248K 0.12% 150
2019
Q4 		$1.73M Buy
30,657
+785
+3% +$42.5K 0.22% 114
2019
Q3 		$1.59M Sell
29,872
-1,437
-5% -$71.2K 0.22% 113
2019
Q2 		$1.54M Sell
31,309
-1,619
-5% -$79.3K 0.22% 112
2019
Q1 		$1.53M Sell
32,928
-611
-2% -$29.8K 0.22% 110
2018
Q4 		$1.45M Buy
33,539
+11,339
+51% +$544K 0.23% 106
2018
Q3 		$1.08M Sell
22,200
-435
-2% -$22.3K 0.16% 119
2018
Q2 		$1.14M Buy
22,635
+1,628
+8% +$86.5K 0.18% 111
2018
Q1 		$1.09M Buy
21,007
+8,063
+62% +$434K 0.18% 117
2017
Q4 		$644K Buy
12,944
+34
+0.3% +$1.64K 0.1% 146
2017
Q3 		$606K Buy
+12,910
New +$593K 0.1% 138
2014
Q3 		– Sell
-12,915
Closed -$509K – 168
2014
Q2 		$509K Sell
12,915
-17,922
-58% -$687K 0.12% 122
2014
Q1 		$1.24M Sell
30,837
-5,299
-15% -$203K 0.3% 83
2013
Q4 		$1.35M Sell
36,136
-11,010
-23% -$380K 0.34% 75
2013
Q3 		$1.59M Sell
47,146
-917
-2% -$32K 0.42% 70
2013
Q2 		$1.63M Buy
+48,063
New +$1.53M 0.45% 65

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

Foster & Motley's TFC Position: Q1 2026 in Review

Foster & Motley reduced its Truist Financial (TFC) stake by 3.6% in Q1 2026, selling an estimated $21.1K and leaving 11,415 shares worth $525K. The position accounts for 0.03% of the portfolio, ranked #296.

Foster & Motley first reported a position in TFC in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.73M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Foster & Motley held 11,415 shares of Truist Financial worth $525K as of Q1 2026.
  • Foster & Motley sold 428 Truist Financial shares in Q1 2026, an estimated $21.1K.
  • Truist Financial made up 0.03% of Foster & Motley's portfolio in Q1 2026, its #296 holding.
  • Foster & Motley first reported a position in Truist Financial in Q2 2013 and has held it in 24 quarters since.
  • Foster & Motley's Truist Financial position peaked at $1.73M in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.