Harvest Fund Management’s Truist Financial TFC Stock Holding History

Harvest Fund 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	$1K	Hold	28	–	–	﹤0.01%	524
2025 Q4	$1K	Hold	28	–	–	﹤0.01%	587
2025 Q3	$1K	Sell	28 -102	-78%	-$4.6K	﹤0.01%	621
2025 Q2	$6K	Sell	130 -5,097	-98%	-$199K	﹤0.01%	544
2025 Q1	$215K	Sell	5,227 -1,788	-25%	-$79.7K	0.01%	359
2024 Q4	$304K	Buy	+7,015	New	+$313K	0.01%	408
2022 Q4	–	Sell	-854	Closed	-$37K	–	855
2022 Q3	$37K	Hold	854	–	–	0.01%	462
2022 Q2	$41K	Hold	854	–	–	0.01%	442
2022 Q1	$48K	Hold	854	–	–	0.01%	449
2021 Q4	$49K	Hold	854	–	–	0.01%	463
2021 Q3	$50K	Hold	854	–	–	0.01%	404
2021 Q2	$48K	Hold	854	–	–	0.01%	436
2021 Q1	$50K	Buy	+854	New	+$46.8K	﹤0.01%	412

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

Harvest Fund Management's TFC Position: Q1 2026 in Review

Harvest Fund Management held its Truist Financial (TFC) position steady in Q1 2026 at 28 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Harvest Fund Management first reported a position in TFC in Q1 2021 and has held it in 13 quarters since. The position peaked at $304K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Harvest Fund Management held 28 shares of Truist Financial worth $1K as of Q1 2026.
Harvest Fund Management left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up ﹤0.01% of Harvest Fund Management's portfolio in Q1 2026, its #524 holding.
Harvest Fund Management first reported a position in Truist Financial in Q1 2021 and has held it in 13 quarters since.
Harvest Fund Management's Truist Financial position peaked at $304K in Q4 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.