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Gateway Wealth Partners’s Truist Financial TFC Stock Holding History

Gateway 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 		$403K Buy
+8,773
New +$434K 0.02% 646

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

Gateway Wealth Partners's TFC Position: Q1 2026 in Review

Gateway Wealth Partners opened a new position in Truist Financial (TFC) in Q1 2026: 8,773 shares worth $403K. The stake represents 0.02% of the portfolio and ranks #646 among its holdings.

1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Gateway Wealth Partners held 8,773 shares of Truist Financial worth $403K as of Q1 2026.
  • Truist Financial was a new Gateway Wealth Partners position in Q1 2026.
  • Truist Financial made up 0.02% of Gateway Wealth Partners's portfolio in Q1 2026, its #646 holding.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Gateway Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.