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Hardy Reed’s Truist Financial TFC Stock Holding History

Hardy Reed’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 		$448K Sell
9,744
-293
-3% -$14.5K 0.03% 152
2025
Q4 		$494K Sell
10,037
-134
-1% -$6.17K 0.04% 138
2025
Q3 		$465K Buy
10,171
+130
+1% +$5.86K 0.03% 146
2025
Q2 		$432K Buy
10,041
+1,520
+18% +$59.5K 0.03% 147
2025
Q1 		$351K Sell
8,521
-221
-3% -$9.85K 0.03% 169
2024
Q4 		$379K Buy
8,742
+2,980
+52% +$133K 0.03% 155
2024
Q3 		$246K Buy
+5,762
New +$243K 0.02% 215

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

Hardy Reed's TFC Position: Q1 2026 in Review

Hardy Reed reduced its Truist Financial (TFC) stake by 2.9% in Q1 2026, selling an estimated $14.5K and leaving 9,744 shares worth $448K. The position accounts for 0.03% of the portfolio, ranked #152.

Hardy Reed first reported a position in TFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $494K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Hardy Reed held 9,744 shares of Truist Financial worth $448K as of Q1 2026.
  • Hardy Reed sold 293 Truist Financial shares in Q1 2026, an estimated $14.5K.
  • Truist Financial made up 0.03% of Hardy Reed's portfolio in Q1 2026, its #152 holding.
  • Hardy Reed first reported a position in Truist Financial in Q3 2024 and has held it in 7 quarters since.
  • Hardy Reed's Truist Financial position peaked at $494K in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Hardy Reed's 13F filing for Q1 2026, filed 28 Apr 2026.