Founders Grove Wealth Partners’s Truist Financial TFC Stock Holding History

Founders Grove 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	$256K	Sell	5,578 -305	-5%	-$15.1K	0.06%	138
2025 Q4	$290K	Sell	5,883 -1,641	-22%	-$75.6K	0.07%	123
2025 Q3	$344K	Sell	7,524 -715	-9%	-$32.2K	0.08%	114
2025 Q2	$354K	Buy	8,239 +41	+0.5%	+$1.6K	0.09%	108
2025 Q1	$337K	Hold	8,198	–	–	0.09%	98
2024 Q4	$356K	Buy	+8,198	New	+$366K	0.1%	95

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

Founders Grove Wealth Partners's TFC Position: Q1 2026 in Review

Founders Grove Wealth Partners reduced its Truist Financial (TFC) stake by 5.2% in Q1 2026, selling an estimated $15.1K and leaving 5,578 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #138.

Founders Grove Wealth Partners first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $356K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Founders Grove Wealth Partners held 5,578 shares of Truist Financial worth $256K as of Q1 2026.
Founders Grove Wealth Partners sold 305 Truist Financial shares in Q1 2026, an estimated $15.1K.
Truist Financial made up 0.06% of Founders Grove Wealth Partners's portfolio in Q1 2026, its #138 holding.
Founders Grove Wealth Partners first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
Founders Grove Wealth Partners's Truist Financial position peaked at $356K in Q4 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q1 2026, filed 15 Apr 2026.