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HFM Investment Advisors’s Truist Financial TFC Stock Holding History

HFM Investment Advisors’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 		$1.43K Hold
31
– – ﹤0.01% 301
2025
Q4 		$1.53K Buy
31
+2
+7% +$92 ﹤0.01% 346
2025
Q3 		$1.33K Buy
29
+3
+12% +$135 ﹤0.01% 275
2025
Q2 		$1.12K Buy
26
+12
+86% +$470 ﹤0.01% 319
2025
Q1 		$577 Buy
+14
New +$624 ﹤0.01% 254

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

HFM Investment Advisors's TFC Position: Q1 2026 in Review

HFM Investment Advisors held its Truist Financial (TFC) position steady in Q1 2026 at 31 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

HFM Investment Advisors first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.53K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • HFM Investment Advisors held 31 shares of Truist Financial worth $1.43K as of Q1 2026.
  • HFM Investment Advisors left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #301 holding.
  • HFM Investment Advisors first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Truist Financial position peaked at $1.53K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.