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Glass Wealth Management’s Truist Financial TFC Stock Holding History

Glass 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 		$3.56M Buy
77,345
+1,040
+1% +$51.4K 1.38% 25
2025
Q4 		$3.75M Sell
76,305
-640
-0.8% -$29.5K 1.54% 24
2025
Q3 		$3.52M Buy
76,945
+942
+1% +$42.5K 1.57% 22
2025
Q2 		$3.27M Buy
76,003
+1,695
+2% +$66.3K 1.74% 19
2025
Q1 		$3.06M Buy
74,308
+6,330
+9% +$282K 1.83% 20
2024
Q4 		$2.95M Buy
67,978
+5,900
+10% +$263K 1.6% 20
2024
Q3 		$2.66M Buy
62,078
+22,208
+56% +$938K 1.47% 29
2024
Q2 		$1.55M Buy
39,870
+15,275
+62% +$577K 0.91% 38
2024
Q1 		$959K Buy
+24,595
New +$900K 0.58% 44

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

Glass Wealth Management's TFC Position: Q1 2026 in Review

Glass Wealth Management increased its Truist Financial (TFC) stake by 1.4% in Q1 2026, buying an estimated $51.4K and bringing the position to 77,345 shares worth $3.56M. The position accounts for 1.38% of the portfolio, ranked #25.

Glass Wealth Management first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.75M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Glass Wealth Management held 77,345 shares of Truist Financial worth $3.56M as of Q1 2026.
  • Glass Wealth Management bought 1,040 Truist Financial shares in Q1 2026, an estimated $51.4K.
  • Truist Financial made up 1.38% of Glass Wealth Management's portfolio in Q1 2026, its #25 holding.
  • Glass Wealth Management first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
  • Glass Wealth Management's Truist Financial position peaked at $3.75M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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