IMA Advisory Services’s Truist Financial TFC Stock Holding History

IMA Advisory Services’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	$90.1K	Sell	1,961 -18	-0.9%	-$889	0.01%	220
2025 Q4	$97.4K	Buy	1,979 +18	+0.9%	+$829	0.01%	211
2025 Q3	$89.7K	Hold	1,961	–	–	0.01%	198
2025 Q2	$84.3K	Hold	1,961	–	–	0.01%	198
2025 Q1	$80.7K	Buy	+1,961	New	+$87.4K	0.01%	209
2024 Q4	–	Sell	-1,961	Closed	-$83.9K	–	271
2024 Q3	$83.9K	Buy	+1,961	New	+$82.8K	0.02%	158
2023 Q4	–	Sell	-1,961	Closed	-$56.1K	–	247
2023 Q3	$56.1K	Hold	1,961	–	–	0.01%	177
2023 Q2	$59.5K	Hold	1,961	–	–	0.02%	171
2023 Q1	$66.9K	Hold	1,961	–	–	0.02%	170
2022 Q4	$84.4K	Hold	1,961	–	–	0.02%	168
2022 Q3	$85K	Hold	1,961	–	–	0.02%	165
2022 Q2	$93K	Hold	1,961	–	–	0.02%	172
2022 Q1	$111K	Hold	1,961	–	–	0.03%	143
2021 Q4	$115K	Hold	1,961	–	–	0.03%	149
2021 Q3	$115K	Hold	1,961	–	–	0.03%	142
2021 Q2	$109K	Hold	1,961	–	–	0.03%	142
2021 Q1	$114K	Hold	1,961	–	–	0.03%	136
2020 Q4	$94K	Hold	1,961	–	–	0.03%	135
2020 Q3	$75K	Hold	1,961	–	–	0.03%	142
2020 Q2	$74K	Hold	1,961	–	–	0.03%	143
2020 Q1	$60K	Hold	1,961	–	–	0.03%	142
2019 Q4	$110K	Hold	1,961	–	–	0.04%	125
2019 Q3	$105K	Hold	1,961	–	–	0.04%	129
2019 Q2	$96K	Hold	1,961	–	–	0.04%	129
2019 Q1	$91K	Sell	1,961 -347	-15%	-$16.9K	0.04%	134
2018 Q4	$100K	Hold	2,308	–	–	0.05%	131
2018 Q3	$112K	Hold	2,308	–	–	0.04%	130
2018 Q2	$116K	Buy	+2,308	New	+$123K	0.05%	131

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

IMA Advisory Services's TFC Position: Q1 2026 in Review

IMA Advisory Services reduced its Truist Financial (TFC) stake by 0.91% in Q1 2026, selling an estimated $889 and leaving 1,961 shares worth $90.1K. The position accounts for 0.01% of the portfolio, ranked #220.

IMA Advisory Services first reported a position in TFC in Q2 2018 and has held it in 28 quarters since. The position peaked at $116K in Q2 2018. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

IMA Advisory Services held 1,961 shares of Truist Financial worth $90.1K as of Q1 2026.
IMA Advisory Services sold 18 Truist Financial shares in Q1 2026, an estimated $889.
Truist Financial made up 0.01% of IMA Advisory Services's portfolio in Q1 2026, its #220 holding.
IMA Advisory Services first reported a position in Truist Financial in Q2 2018 and has held it in 28 quarters since.
IMA Advisory Services's Truist Financial position peaked at $116K in Q2 2018.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.