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Foundations Investment Advisors’s Truist Financial TFC Stock Holding History

Foundations Investment 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 		$1.44M Sell
31,338
-382
-1% -$18.9K 0.02% 438
2025
Q4 		$1.56M Sell
31,720
-1,525
-5% -$70.2K 0.02% 403
2025
Q3 		$1.52M Sell
33,245
-6,954
-17% -$314K 0.02% 369
2025
Q2 		$1.73M Sell
40,199
-1,062
-3% -$41.6K 0.03% 329
2025
Q1 		$1.7M Sell
41,261
-120
-0.3% -$5.35K 0.03% 316
2024
Q4 		$1.8M Buy
41,381
+9,483
+30% +$423K 0.03% 303
2024
Q3 		$1.36M Buy
31,898
+1,352
+4% +$57.1K 0.03% 319
2024
Q2 		$1.19M Sell
30,546
-280
-0.9% -$10.6K 0.03% 309
2024
Q1 		$1.2M Sell
30,826
-114
-0.4% -$4.17K 0.03% 294
2023
Q4 		$1.13M Buy
30,940
+3,288
+12% +$103K 0.03% 292
2023
Q3 		$791K Sell
27,652
-3,099
-10% -$95.3K 0.02% 309
2023
Q2 		$933K Buy
30,751
+4,336
+16% +$135K 0.03% 272
2023
Q1 		$901K Buy
26,415
+6,520
+33% +$285K 0.03% 253
2022
Q4 		$856K Buy
19,895
+12,600
+173% +$553K 0.03% 216
2022
Q3 		$318K Buy
7,295
+2,486
+52% +$120K 0.01% 318
2022
Q2 		$229K Buy
+4,809
New +$237K 0.01% 348

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

Foundations Investment Advisors's TFC Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Truist Financial (TFC) stake by 1.2% in Q1 2026, selling an estimated $18.9K and leaving 31,338 shares worth $1.44M. The position accounts for 0.02% of the portfolio, ranked #438.

Foundations Investment Advisors first reported a position in TFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.8M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Foundations Investment Advisors held 31,338 shares of Truist Financial worth $1.44M as of Q1 2026.
  • Foundations Investment Advisors sold 382 Truist Financial shares in Q1 2026, an estimated $18.9K.
  • Truist Financial made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #438 holding.
  • Foundations Investment Advisors first reported a position in Truist Financial in Q2 2022 and has held it in 16 quarters since.
  • Foundations Investment Advisors's Truist Financial position peaked at $1.8M in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.