Insight Advisors’s Truist Financial TFC Stock Holding History

Insight 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	–	Sell	-4,325	Closed	-$213K	–	281
2025 Q4	$213K	Buy	+4,325	New	+$199K	0.03%	267
2023 Q1	–	Sell	-4,776	Closed	-$208K	–	326
2022 Q4	$208K	Hold	4,776	–	–	0.07%	297
2022 Q3	$208K	Hold	4,776	–	–	0.08%	260
2022 Q2	$235K	Sell	4,776 -934	-16%	-$46.1K	0.08%	266
2022 Q1	$324K	Hold	5,710	–	–	0.1%	241
2021 Q4	$334K	Hold	5,710	–	–	0.1%	234
2021 Q3	$364K	Sell	5,710 -41	-0.7%	-$2.29K	0.11%	221
2021 Q2	$311K	Sell	5,751 -60	-1%	-$3.52K	0.1%	243
2021 Q1	$345K	Buy	5,811 +96	+2%	+$5.26K	0.11%	234
2020 Q4	$274K	Buy	+5,715	New	+$259K	0.1%	223

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

Insight Advisors's TFC Position: Q1 2026 in Review

Insight Advisors sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,325 shares — an estimated $213K sold.

Insight Advisors first reported a position in TFC in Q4 2020 and held it in 10 quarters. The position peaked at $364K in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Insight Advisors reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Insight Advisors sold 4,325 Truist Financial shares in Q1 2026, an estimated $213K.
Insight Advisors first reported a position in Truist Financial in Q4 2020 and held it in 10 quarters.
Insight Advisors's Truist Financial position peaked at $364K in Q3 2021.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.