IBEX Wealth Advisors’s Truist Financial TFC Stock Holding History

IBEX Wealth 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
2026 Q1	$8.9M	Buy	193,653 +11,215	+6%	+$554K	0.83%	39
2025 Q4	$8.98M	Buy	182,438 +290	+0.2%	+$13.4K	0.88%	32
2025 Q3	$8.33M	Buy	182,148 +1,620	+0.9%	+$73K	0.8%	30
2025 Q2	$7.76M	Buy	180,528 +3,766	+2%	+$147K	0.83%	35
2025 Q1	$7.27M	Buy	176,762 +981	+0.6%	+$43.7K	0.96%	35
2024 Q4	$7.63M	Buy	175,781 +157,125	+842%	+$7.01M	0.9%	30
2024 Q3	$1.61M	Sell	18,656 -96,234	-84%	-$4.06M	0.44%	51
2024 Q2	$4.46M	Buy	+114,890	New	+$4.34M	0.7%	45
2024 Q1	–	Sell	-92	Closed	-$3.39K	–	148
2023 Q4	$3.39K	Buy	+92	New	+$2.89K	0.74%	51
2023 Q1	$2.63M	Buy	+76,980	New	+$3.36M	0.68%	53
2021 Q4	–	Sell	-98,284	Closed	-$5.76M	–	402
2021 Q3	$5.76M	Buy	98,284 +3,770	+4%	+$211K	1.11%	24
2021 Q2	$5.25M	Buy	+94,514	New	+$5.55M	1.05%	30

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

IBEX Wealth Advisors's TFC Position: Q1 2026 in Review

IBEX Wealth Advisors increased its Truist Financial (TFC) stake by 6.1% in Q1 2026, buying an estimated $554K and bringing the position to 193,653 shares worth $8.9M. The position accounts for 0.83% of the portfolio, ranked #39.

IBEX Wealth Advisors first reported a position in TFC in Q2 2021 and has held it in 12 quarters since. The position peaked at $8.98M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

IBEX Wealth Advisors held 193,653 shares of Truist Financial worth $8.9M as of Q1 2026.
IBEX Wealth Advisors bought 11,215 Truist Financial shares in Q1 2026, an estimated $554K.
Truist Financial made up 0.83% of IBEX Wealth Advisors's portfolio in Q1 2026, its #39 holding.
IBEX Wealth Advisors first reported a position in Truist Financial in Q2 2021 and has held it in 12 quarters since.
IBEX Wealth Advisors's Truist Financial position peaked at $8.98M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.