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High Note Wealth’s Truist Financial TFC Stock Holding History

High Note Wealth’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 		$19.1K Buy
415
+6
+1% +$296 ﹤0.01% 285
2025
Q4 		$20.1K Buy
409
+79
+24% +$3.64K ﹤0.01% 267
2025
Q3 		$15.1K Buy
330
+6
+2% +$271 ﹤0.01% 277
2025
Q2 		$13.9K Sell
324
-54
-14% -$2.11K ﹤0.01% 272
2025
Q1 		$15.6K Buy
378
+5
+1% +$223 ﹤0.01% 251
2024
Q4 		$16.2K Buy
+373
New +$16.6K ﹤0.01% 250

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

High Note Wealth's TFC Position: Q1 2026 in Review

High Note Wealth increased its Truist Financial (TFC) stake by 1.5% in Q1 2026, buying an estimated $296 and bringing the position to 415 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

High Note Wealth first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $20.1K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • High Note Wealth held 415 shares of Truist Financial worth $19.1K as of Q1 2026.
  • High Note Wealth bought 6 Truist Financial shares in Q1 2026, an estimated $296.
  • Truist Financial made up ﹤0.01% of High Note Wealth's portfolio in Q1 2026, its #285 holding.
  • High Note Wealth first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • High Note Wealth's Truist Financial position peaked at $20.1K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.