Integrated Advisors Network’s Truist Financial TFC Stock Holding History

Integrated Advisors Network’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	$274K	Sell	5,960 -7,594	-56%	-$375K	0.01%	584
2025 Q4	$667K	Sell	13,554 -1,484	-10%	-$68.3K	0.03%	424
2025 Q3	$688K	Sell	15,038 -785	-5%	-$35.4K	0.03%	450
2025 Q2	$680K	Sell	15,823 -41,441	-72%	-$1.62M	0.03%	438
2025 Q1	$2.36M	Buy	57,264 +50,948	+807%	+$2.27M	0.12%	185
2024 Q4	$274K	Buy	6,316 +291	+5%	+$13K	0.01%	589
2024 Q3	$258K	Buy	+6,025	New	+$254K	0.01%	637
2022 Q2	–	Sell	-8,086	Closed	-$458K	–	735
2022 Q1	$458K	Buy	8,086 +2,048	+34%	+$127K	0.03%	458
2021 Q4	$354K	Buy	+6,038	New	+$369K	0.02%	489
2020 Q1	–	Sell	-4,180	Closed	-$235K	–	444
2019 Q4	$235K	Buy	+4,180	New	+$226K	0.03%	367

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

Integrated Advisors Network's TFC Position: Q1 2026 in Review

Integrated Advisors Network reduced its Truist Financial (TFC) stake by 56% in Q1 2026, selling an estimated $375K and leaving 5,960 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #584.

Integrated Advisors Network first reported a position in TFC in Q4 2019 and has held it in 10 quarters since. The position peaked at $2.36M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Integrated Advisors Network held 5,960 shares of Truist Financial worth $274K as of Q1 2026.
Integrated Advisors Network sold 7,594 Truist Financial shares in Q1 2026, an estimated $375K.
Truist Financial made up 0.01% of Integrated Advisors Network's portfolio in Q1 2026, its #584 holding.
Integrated Advisors Network first reported a position in Truist Financial in Q4 2019 and has held it in 10 quarters since.
Integrated Advisors Network's Truist Financial position peaked at $2.36M in Q1 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Integrated Advisors Network's 13F filing for Q1 2026, filed 28 Apr 2026.