Insigneo Advisory Services’s Truist Financial TFC Stock Holding History

Insigneo 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	$698K	Sell	15,188 -2,886	-16%	-$143K	0.05%	291
2025 Q4	$889K	Buy	18,074 +165	+0.9%	+$7.6K	0.06%	233
2025 Q3	$819K	Buy	17,909 +690	+4%	+$31.1K	0.06%	245
2025 Q2	$740K	Sell	17,219 -413	-2%	-$16.2K	0.06%	238
2025 Q1	$726K	Buy	17,632 +796	+5%	+$35.5K	0.07%	216
2024 Q4	$730K	Sell	16,836 -533	-3%	-$23.8K	0.08%	204
2024 Q3	$743K	Buy	17,369 +3,908	+29%	+$165K	0.07%	223
2024 Q2	$554K	Sell	13,461 -912	-6%	-$34.5K	0.06%	265
2024 Q1	$560K	Sell	14,373 -674	-4%	-$24.7K	0.07%	243
2023 Q4	$556K	Buy	15,047 +870	+6%	+$27.3K	0.08%	224
2023 Q3	$406K	Sell	14,177 -1,444	-9%	-$44.4K	0.08%	225
2023 Q2	$474K	Buy	15,621 +6,081	+64%	+$189K	0.09%	207
2023 Q1	$325K	Buy	9,540 +2,890	+43%	+$126K	0.1%	198
2022 Q4	$286K	Buy	+6,650	New	+$292K	0.11%	195

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

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

Insigneo Advisory Services reduced its Truist Financial (TFC) stake by 16% in Q1 2026, selling an estimated $143K and leaving 15,188 shares worth $698K. The position accounts for 0.05% of the portfolio, ranked #291.

Insigneo Advisory Services first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $889K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Insigneo Advisory Services held 15,188 shares of Truist Financial worth $698K as of Q1 2026.
Insigneo Advisory Services sold 2,886 Truist Financial shares in Q1 2026, an estimated $143K.
Truist Financial made up 0.05% of Insigneo Advisory Services's portfolio in Q1 2026, its #291 holding.
Insigneo Advisory Services first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
Insigneo Advisory Services's Truist Financial position peaked at $889K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.