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Harmony Asset Management’s Truist Financial TFC Stock Holding History

Harmony Asset 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 		– Sell
-4,155
Closed -$204K – 200
2025
Q4 		$204K Sell
4,155
-1,209
-23% -$55.7K 0.07% 177
2025
Q3 		$245K Buy
5,364
+9
+0.2% +$406 0.08% 154
2025
Q2 		$230K Buy
+5,355
New +$210K 0.09% 162
2024
Q4 		– Sell
-4,940
Closed -$211K – 174
2024
Q3 		$211K Sell
4,940
-615
-11% -$26K 0.08% 156
2024
Q2 		$216K Sell
5,555
-3,100
-36% -$117K 0.09% 147
2024
Q1 		$337K Sell
8,655
-2,302
-21% -$84.2K 0.14% 112
2023
Q4 		$405K Buy
+10,957
New +$344K 0.17% 92

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Harmony Asset Management's TFC Position: Q1 2026 in Review

Harmony Asset Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,155 shares — an estimated $204K sold.

Harmony Asset Management first reported a position in TFC in Q4 2023 and held it in 7 quarters. The position peaked at $405K in Q4 2023. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Harmony Asset Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Harmony Asset Management sold 4,155 Truist Financial shares in Q1 2026, an estimated $204K.
  • Harmony Asset Management first reported a position in Truist Financial in Q4 2023 and held it in 7 quarters.
  • Harmony Asset Management's Truist Financial position peaked at $405K in Q4 2023.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Harmony Asset Management's 13F filing for Q1 2026, filed 5 May 2026.