Future Financial Wealth Management’s Truist Financial TFC Stock Holding History

Future Financial Wealth 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	-4,700	Closed	-$231K	–	133
2025 Q4	$231K	Hold	4,700	–	–	0.16%	108
2025 Q3	$215K	Hold	4,700	–	–	0.14%	113
2025 Q2	$202K	Hold	4,700	–	–	0.14%	112
2025 Q1	$193K	Sell	4,700 -600	-11%	-$26.7K	0.14%	113
2024 Q4	$230K	Hold	5,300	–	–	0.17%	99
2024 Q3	$227K	Hold	5,300	–	–	0.16%	105
2024 Q2	$206K	Buy	5,300 +2,400	+83%	+$90.7K	0.18%	109
2024 Q1	$113K	Buy	+2,900	New	+$106K	0.09%	157
2022 Q2	–	Sell	-900	Closed	-$51K	–	442
2022 Q1	$51K	Hold	900	–	–	0.04%	261
2021 Q4	$54K	Buy	+900	New	+$55K	0.04%	268

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Future Financial Wealth Management's TFC Position: Q1 2026 in Review

Future Financial Wealth Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,700 shares — an estimated $231K sold.

Future Financial Wealth Management first reported a position in TFC in Q4 2021 and held it in 10 quarters. The position peaked at $231K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Future Financial Wealth Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Future Financial Wealth Management sold 4,700 Truist Financial shares in Q1 2026, an estimated $231K.
Future Financial Wealth Management first reported a position in Truist Financial in Q4 2021 and held it in 10 quarters.
Future Financial Wealth Management's Truist Financial position peaked at $231K in Q4 2025.
1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Future Financial Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.