Houlihan Financial Resource Group’s Truist Financial TFC Stock Holding History

Houlihan Financial Resource Group’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	$224K	Hold	4,871	–	–	0.09%	106
2025 Q4	$242K	Buy	+4,871	New	+$224K	0.09%	104
2025 Q3	–	Sell	-4,871	Closed	-$210K	–	101
2025 Q2	$210K	Hold	4,871	–	–	0.09%	104
2025 Q1	$200K	Hold	4,871	–	–	0.09%	103
2024 Q4	$211K	Hold	4,871	–	–	0.09%	99
2024 Q3	$208K	Buy	+4,871	New	+$206K	0.09%	104
2020 Q3	$207K	Buy	+4,250	New	+$160K	0.12%	96
2020 Q1	–	Sell	-4,500	Closed	-$253K	–	92
2019 Q4	$253K	Buy	+4,500	New	+$244K	0.16%	83

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Houlihan Financial Resource Group's TFC Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Truist Financial (TFC) position steady in Q1 2026 at 4,871 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #106.

Houlihan Financial Resource Group first reported a position in TFC in Q4 2019 and has held it in 8 quarters since. The position peaked at $253K in Q4 2019. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Houlihan Financial Resource Group held 4,871 shares of Truist Financial worth $224K as of Q1 2026.
Houlihan Financial Resource Group left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.09% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #106 holding.
Houlihan Financial Resource Group first reported a position in Truist Financial in Q4 2019 and has held it in 8 quarters since.
Houlihan Financial Resource Group's Truist Financial position peaked at $253K in Q4 2019.
1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.