Howe & Rusling’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $506K | Sell |
11,011
-169
| -2% | -$8.35K | 0.03% | 181 |
|
|
2025
Q4 | $550K | Sell |
11,180
-71
| -0.6% | -$3.27K | 0.04% | 168 |
|
|
2025
Q3 | $514K | Buy |
+11,251
| New | +$507K | 0.04% | 177 |
|
|
2022
Q4 | – | Sell |
-717
| Closed | -$31K | – | 959 |
|
|
2022
Q3 | $31K | Sell |
717
-95
| -12% | -$4.57K | ﹤0.01% | 370 |
|
|
2022
Q2 | $39K | Sell |
812
-33
| -4% | -$1.63K | ﹤0.01% | 337 |
|
|
2022
Q1 | $48K | Hold |
845
| – | – | 0.01% | 319 |
|
|
2021
Q4 | $49K | Hold |
845
| – | – | 0.01% | 322 |
|
|
2021
Q3 | $50K | Sell |
845
-161
| -16% | -$9K | 0.01% | 309 |
|
|
2021
Q2 | $56K | Sell |
1,006
-261
| -21% | -$15.3K | 0.01% | 290 |
|
|
2021
Q1 | $74K | Sell |
1,267
-47
| -4% | -$2.58K | 0.01% | 265 |
|
|
2020
Q4 | $63K | Buy |
1,314
+579
| +79% | +$26.2K | 0.01% | 264 |
|
|
2020
Q3 | $28K | Sell |
735
-258
| -26% | -$9.72K | ﹤0.01% | 321 |
|
|
2020
Q2 | $37K | Sell |
993
-437
| -31% | -$15.7K | 0.01% | 287 |
|
|
2020
Q1 | $44K | Sell |
1,430
-45,730
| -97% | -$2.16M | 0.01% | 266 |
|
|
2019
Q4 | $2.66M | Buy |
+47,160
| New | +$2.55M | 0.44% | 60 |
|
|
2019
Q3 | – | Sell |
-37
| Closed | -$2K | – | 863 |
|
|
2019
Q2 | $2K | Buy |
+37
| New | +$1.81K | ﹤0.01% | 686 |
|
|
2018
Q3 | – | Sell |
-40
| Closed | -$2K | – | 902 |
|
|
2018
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 692 |
|
|
2018
Q1 | $2K | Sell |
40
-45
| -53% | -$2.42K | ﹤0.01% | 800 |
|
|
2017
Q4 | $4K | Sell |
85
-111
| -57% | -$5.36K | ﹤0.01% | 604 |
|
|
2017
Q3 | $9K | Buy |
196
+7
| +4% | +$322 | ﹤0.01% | 507 |
|
|
2017
Q2 | $9K | Buy |
189
+111
| +142% | +$4.82K | ﹤0.01% | 516 |
|
|
2017
Q1 | $3K | Sell |
78
-25
| -24% | -$1.17K | ﹤0.01% | 774 |
|
|
2016
Q4 | $5K | Hold |
103
| – | – | ﹤0.01% | 689 |
|
|
2016
Q3 | $4K | Hold |
103
| – | – | ﹤0.01% | 731 |
|
|
2016
Q2 | $4K | Hold |
103
| – | – | ﹤0.01% | 700 |
|
|
2016
Q1 | $3K | Sell |
103
-66
| -39% | -$2.19K | ﹤0.01% | 795 |
|
|
2015
Q4 | $6K | Hold |
169
| – | – | ﹤0.01% | 603 |
|
|
2015
Q3 | $6K | Sell |
169
-16
| -9% | -$617 | ﹤0.01% | 610 |
|
|
2015
Q2 | $7K | Buy |
185
+10
| +6% | +$396 | ﹤0.01% | 590 |
|
|
2015
Q1 | $7K | Hold |
175
| – | – | ﹤0.01% | 566 |
|
|
2014
Q4 | $7K | Buy |
175
+10
| +6% | +$376 | ﹤0.01% | 571 |
|
|
2014
Q3 | $6K | Sell |
165
-20
| -11% | -$755 | ﹤0.01% | 577 |
|
|
2014
Q2 | $14K | Sell |
185
-13
| -7% | -$498 | ﹤0.01% | 447 |
|
|
2014
Q1 | $8K | Buy |
198
+6
| +3% | +$230 | ﹤0.01% | 598 |
|
|
2013
Q4 | $7K | Sell |
192
-354
| -65% | -$12.2K | ﹤0.01% | 549 |
|
|
2013
Q3 | $19K | Buy |
546
+358
| +190% | +$12.5K | 0.01% | 480 |
|
|
2013
Q2 | $6K | Buy |
+188
| New | +$6K | ﹤0.01% | 691 |
|
Other funds holding TFC
VCM
VPM
Howe & Rusling's TFC Position: Q1 2026 in Review
Howe & Rusling reduced its Truist Financial (TFC) stake by 1.5% in Q1 2026, selling an estimated $8.35K and leaving 11,011 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #181.
Howe & Rusling first reported a position in TFC in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.66M in Q4 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Howe & Rusling held 11,011 shares of Truist Financial worth $506K as of Q1 2026.
- Howe & Rusling sold 169 Truist Financial shares in Q1 2026, an estimated $8.35K.
- Truist Financial made up 0.03% of Howe & Rusling's portfolio in Q1 2026, its #181 holding.
- Howe & Rusling first reported a position in Truist Financial in Q2 2013 and has held it in 37 quarters since.
- Howe & Rusling's Truist Financial position peaked at $2.66M in Q4 2019.
- 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.