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Fourpath Capital Management’s Truist Financial TFC Stock Holding History

Fourpath Capital 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 		$887K Sell
19,289
-72
-0.4% -$3.56K 0.13% 111
2025
Q4 		$953K Sell
19,361
-230
-1% -$10.6K 0.13% 106
2025
Q3 		$896K Buy
19,591
+3,876
+25% +$175K 0.13% 109
2025
Q2 		$676K Sell
15,715
-527
-3% -$20.6K 0.11% 118
2025
Q1 		$668K Sell
16,242
-19
-0.1% -$846 0.12% 111
2024
Q4 		$705K Sell
16,261
-478
-3% -$21.3K 0.13% 108
2024
Q3 		$716K Buy
16,739
+642
+4% +$27.1K 0.13% 111
2024
Q2 		$625K Sell
16,097
-615
-4% -$23.2K 0.46% 53
2024
Q1 		$651K Sell
16,712
-337
-2% -$12.3K 0.45% 53
2023
Q4 		$629K Sell
17,049
-872
-5% -$27.4K 0.43% 49
2023
Q3 		$513K Sell
17,921
-26
-0.1% -$800 0.38% 62
2023
Q2 		$545K Sell
17,947
-236
-1% -$7.33K 0.66% 47
2023
Q1 		$620K Buy
18,183
+3,789
+26% +$165K 0.43% 58
2022
Q4 		$619K Hold
14,394
– – 0.45% 58
2022
Q3 		$627K Hold
14,394
– – 0.43% 55
2022
Q2 		$683K Buy
14,394
+5,856
+69% +$289K 0.42% 55
2022
Q1 		$484K Hold
8,538
– – 0.19% 88
2021
Q4 		$500K Buy
+8,538
New +$522K 0.19% 90

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

Fourpath Capital Management's TFC Position: Q1 2026 in Review

Fourpath Capital Management reduced its Truist Financial (TFC) stake by 0.37% in Q1 2026, selling an estimated $3.56K and leaving 19,289 shares worth $887K. The position accounts for 0.13% of the portfolio, ranked #111.

Fourpath Capital Management first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $953K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Fourpath Capital Management held 19,289 shares of Truist Financial worth $887K as of Q1 2026.
  • Fourpath Capital Management sold 72 Truist Financial shares in Q1 2026, an estimated $3.56K.
  • Truist Financial made up 0.13% of Fourpath Capital Management's portfolio in Q1 2026, its #111 holding.
  • Fourpath Capital Management first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
  • Fourpath Capital Management's Truist Financial position peaked at $953K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Fourpath Capital Management's 13F filing for Q1 2026, filed 1 May 2026.