HIGP
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Hill Investment Group Partners’s Truist Financial TFC Stock Holding History

Hill Investment Group Partners’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 		$288K Hold
6,262
– – 0.03% 45
2025
Q4 		$308K Buy
6,262
+3
+0% +$138 0.04% 42
2025
Q3 		$286K Sell
6,259
-432
-6% -$19.5K 0.03% 44
2025
Q2 		$288K Buy
6,691
+53
+0.8% +$2.07K 0.04% 42
2025
Q1 		$273K Sell
6,638
-1,096
-14% -$48.8K 0.04% 42
2024
Q4 		$336K Buy
7,734
+139
+2% +$6.2K 0.05% 60
2024
Q3 		$298K Sell
7,595
-53
-0.7% -$2.24K 0.04% 53
2024
Q2 		$338K Buy
7,648
+84
+1% +$3.17K 0.05% 53
2024
Q1 		$295K Hold
7,564
– – 0.04% 56
2023
Q4 		$279K Sell
7,564
-5,056
-40% -$159K 0.04% 53
2023
Q3 		$361K Hold
12,620
– – 0.06% 48
2023
Q2 		$383K Hold
12,620
– – 0.07% 43
2023
Q1 		$430K Hold
12,620
– – 0.08% 43
2022
Q4 		$543K Buy
+12,620
New +$554K 0.13% 39

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

Hill Investment Group Partners's TFC Position: Q1 2026 in Review

Hill Investment Group Partners held its Truist Financial (TFC) position steady in Q1 2026 at 6,262 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #45.

Hill Investment Group Partners first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $543K in Q4 2022. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Hill Investment Group Partners held 6,262 shares of Truist Financial worth $288K as of Q1 2026.
  • Hill Investment Group Partners left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.03% of Hill Investment Group Partners's portfolio in Q1 2026, its #45 holding.
  • Hill Investment Group Partners first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
  • Hill Investment Group Partners's Truist Financial position peaked at $543K in Q4 2022.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Hill Investment Group Partners's 13F filing for Q1 2026, filed 12 May 2026.