Golden State Equity Partners’s Truist Financial TFC Stock Holding History

Golden State Equity 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	$236K	Buy	5,125 +818	+19%	+$40.4K	0.02%	614
2025 Q4	$212K	Buy	+4,307	New	+$198K	0.03%	469
2025 Q1	–	Sell	-6,124	Closed	-$266K	–	474
2024 Q4	$266K	Sell	6,124 -2,715	-31%	-$121K	0.05%	357
2024 Q3	$378K	Sell	8,839 -2,652	-23%	-$112K	0.2%	126
2024 Q2	$446K	Buy	+11,491	New	+$434K	0.09%	243
2023 Q4	$419K	Buy	11,343 +590	+5%	+$18.5K	0.1%	214
2023 Q3	$308K	Buy	10,753 +1,926	+22%	+$59.2K	0.09%	251
2023 Q2	$268K	Buy	+8,827	New	+$274K	0.08%	303

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Golden State Equity Partners's TFC Position: Q1 2026 in Review

Golden State Equity Partners increased its Truist Financial (TFC) stake by 19% in Q1 2026, buying an estimated $40.4K and bringing the position to 5,125 shares worth $236K. The position accounts for 0.02% of the portfolio, ranked #614.

Golden State Equity Partners first reported a position in TFC in Q2 2023 and has held it in 8 quarters since. The position peaked at $446K in Q2 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Golden State Equity Partners held 5,125 shares of Truist Financial worth $236K as of Q1 2026.
Golden State Equity Partners bought 818 Truist Financial shares in Q1 2026, an estimated $40.4K.
Truist Financial made up 0.02% of Golden State Equity Partners's portfolio in Q1 2026, its #614 holding.
Golden State Equity Partners first reported a position in Truist Financial in Q2 2023 and has held it in 8 quarters since.
Golden State Equity Partners's Truist Financial position peaked at $446K in Q2 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.