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InceptionR’s Truist Financial TFC Stock Holding History

InceptionR’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 		$1.97M Buy
+42,748
New +$2.11M 0.47% 17
2025
Q1 		– Sell
-40,763
Closed -$1.77M – 829
2024
Q4 		$1.77M Buy
40,763
+18,799
+86% +$839K 0.39% 47
2024
Q3 		$939K Buy
+21,964
New +$928K 0.23% 142
2023
Q1 		– Sell
-4,957
Closed -$213K – 586
2022
Q4 		$213K Buy
+4,957
New +$217K 0.11% 340

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

InceptionR's TFC Position: Q1 2026 in Review

InceptionR opened a new position in Truist Financial (TFC) in Q1 2026: 42,748 shares worth $1.97M. The stake represents 0.47% of the portfolio and ranks #17 among its holdings. This is a return to the name: InceptionR previously reported a position in TFC as recently as Q4 2024.

InceptionR first reported a position in TFC in Q4 2022 and has held it in 4 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • InceptionR held 42,748 shares of Truist Financial worth $1.97M as of Q1 2026.
  • Truist Financial was a new InceptionR position in Q1 2026.
  • Truist Financial made up 0.47% of InceptionR's portfolio in Q1 2026, its #17 holding.
  • InceptionR first reported a position in Truist Financial in Q4 2022 and has held it in 4 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.