Horizons Wealth Management’s Truist Financial TFC Stock Holding History

Horizons Wealth 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	$39.2K	Hold	853	–	–	0.03%	108
2025 Q4	$42K	Hold	853	–	–	0.03%	107
2025 Q3	$39K	Hold	853	–	–	0.03%	109
2025 Q2	$36.7K	Hold	853	–	–	0.03%	112
2025 Q1	$35.1K	Hold	853	–	–	0.03%	113
2024 Q4	$37K	Hold	853	–	–	0.03%	106
2024 Q3	$36.5K	Hold	853	–	–	0.03%	112
2024 Q2	$36.2K	Hold	853	–	–	0.03%	111
2024 Q1	$31.5K	Hold	853	–	–	0.02%	111
2023 Q4	$31.5K	Hold	853	–	–	0.02%	111
2023 Q3	$24.4K	Hold	853	–	–	0.02%	114
2023 Q2	$25.9K	Hold	853	–	–	0.02%	124
2023 Q1	$29.1K	Hold	853	–	–	0.02%	109
2022 Q4	$37K	Hold	853	–	–	0.03%	101
2022 Q3	$37K	Hold	853	–	–	0.03%	88
2022 Q2	$44K	Buy	+853	New	+$42.1K	0.04%	86

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

Horizons Wealth Management's TFC Position: Q1 2026 in Review

Horizons Wealth Management held its Truist Financial (TFC) position steady in Q1 2026 at 853 shares worth $39.2K. The position accounts for 0.03% of the portfolio, ranked #108.

Horizons Wealth Management first reported a position in TFC in Q2 2022 and has held it in 16 quarters since. The position peaked at $44K in Q2 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Horizons Wealth Management held 853 shares of Truist Financial worth $39.2K as of Q1 2026.
Horizons Wealth Management left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.03% of Horizons Wealth Management's portfolio in Q1 2026, its #108 holding.
Horizons Wealth Management first reported a position in Truist Financial in Q2 2022 and has held it in 16 quarters since.
Horizons Wealth Management's Truist Financial position peaked at $44K in Q2 2022.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.