HighTower Advisors
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HighTower Advisors’s Truist Financial TFC Stock Holding History

HighTower 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
2025
Q4 		– Sell
-100
Closed -$164 – 3953
2025
Q3 		$164 Buy
+100
New +$4.51K ﹤0.01% 3793

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

HighTower Advisors's TFC Position: Q1 2026 in Review

HighTower Advisors increased its Truist Financial (TFC) stake by 28% in Q1 2026, buying an estimated $16.1M and bringing the position to 1,492,970 shares worth $68.6M. The position accounts for 0.07% of the portfolio, ranked #275.

HighTower Advisors first reported a position in TFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $212M in Q2 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • HighTower Advisors held 1,492,970 shares of Truist Financial worth $68.6M as of Q1 2026.
  • HighTower Advisors bought 325,771 Truist Financial shares in Q1 2026, an estimated $16.1M.
  • Truist Financial made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #275 holding.
  • HighTower Advisors first reported a position in Truist Financial in Q2 2013 and has held it in 51 quarters since.
  • HighTower Advisors's Truist Financial position peaked at $212M in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.