GM
TFC icon

GeoWealth Management’s Truist Financial TFC Stock Holding History

GeoWealth 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 		$727K Buy
15,817
+4,499
+40% +$222K 0.03% 375
2025
Q4 		$557K Sell
11,318
-1,899
-14% -$87.5K 0.02% 411
2025
Q3 		$604K Buy
13,217
+7,338
+125% +$331K 0.02% 404
2025
Q2 		$253K Buy
5,879
+577
+11% +$22.6K 0.01% 592
2025
Q1 		$218K Sell
5,302
-777
-13% -$34.6K 0.01% 640
2024
Q4 		$264K Sell
6,079
-288
-5% -$12.9K 0.01% 663
2024
Q3 		$272K Sell
6,367
-1,663
-21% -$70.2K 0.01% 627
2024
Q2 		$312K Buy
8,030
+747
+10% +$28.2K 0.01% 569
2024
Q1 		$284K Sell
7,283
-1,091
-13% -$39.9K 0.01% 588
2023
Q4 		$310K Buy
8,374
+7,017
+517% +$220K 0.03% 406
2023
Q3 		$38K Buy
+1,357
New +$41.7K ﹤0.01% 408

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

GeoWealth Management's TFC Position: Q1 2026 in Review

GeoWealth Management increased its Truist Financial (TFC) stake by 40% in Q1 2026, buying an estimated $222K and bringing the position to 15,817 shares worth $727K. The position accounts for 0.03% of the portfolio, ranked #375.

GeoWealth Management first reported a position in TFC in Q3 2023 and has held it in 11 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • GeoWealth Management held 15,817 shares of Truist Financial worth $727K as of Q1 2026.
  • GeoWealth Management bought 4,499 Truist Financial shares in Q1 2026, an estimated $222K.
  • Truist Financial made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #375 holding.
  • GeoWealth Management first reported a position in Truist Financial in Q3 2023 and has held it in 11 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.