Ignite Planners’s Truist Financial TFC Stock Holding History

Ignite Planners’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	$882K	Buy	19,213 +356	+2%	+$17.6K	0.14%	164
2025 Q4	$970K	Sell	18,857 -394	-2%	-$18.1K	0.15%	149
2025 Q3	$880K	Buy	19,251 +24	+0.1%	+$1.08K	0.14%	152
2025 Q2	$851K	Buy	19,227 +464	+2%	+$18.2K	0.15%	148
2025 Q1	$724K	Buy	18,763 +1,264	+7%	+$56.3K	0.14%	154
2024 Q4	$772K	Buy	17,499 +246	+1%	+$11K	0.17%	124
2024 Q3	$738K	Sell	17,253 -533	-3%	-$22.5K	0.17%	122
2024 Q2	$680K	Sell	17,786 -797	-4%	-$30.1K	0.17%	128
2024 Q1	$713K	Sell	18,583 -3,868	-17%	-$141K	0.2%	116
2023 Q4	$842K	Buy	+22,451	New	+$705K	0.25%	102

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

Ignite Planners's TFC Position: Q1 2026 in Review

Ignite Planners increased its Truist Financial (TFC) stake by 1.9% in Q1 2026, buying an estimated $17.6K and bringing the position to 19,213 shares worth $882K. The position accounts for 0.14% of the portfolio, ranked #164.

Ignite Planners first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $970K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Ignite Planners held 19,213 shares of Truist Financial worth $882K as of Q1 2026.
Ignite Planners bought 356 Truist Financial shares in Q1 2026, an estimated $17.6K.
Truist Financial made up 0.14% of Ignite Planners's portfolio in Q1 2026, its #164 holding.
Ignite Planners first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
Ignite Planners's Truist Financial position peaked at $970K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Ignite Planners's 13F filing for Q1 2026, filed 17 Apr 2026.