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Integrated Wealth Concepts’s Truist Financial TFC Stock Holding History

Integrated Wealth Concepts’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 		$2.24M Buy
48,831
+7,587
+18% +$375K 0.02% 713
2025
Q4 		$2.03M Sell
41,244
-4,771
-10% -$220K 0.02% 528
2025
Q3 		$2.1M Buy
46,015
+99
+0.2% +$4.46K 0.02% 655
2025
Q2 		$1.97M Buy
45,916
+16,951
+59% +$663K 0.02% 619
2025
Q1 		$1.19M Buy
28,965
+999
+4% +$44.5K 0.01% 758
2024
Q4 		$1.21M Sell
27,966
-6,524
-19% -$291K 0.01% 738
2024
Q3 		$1.48M Buy
34,490
+10,402
+43% +$439K 0.02% 652
2024
Q2 		$936K Sell
24,088
-1,410
-6% -$53.3K 0.01% 791
2024
Q1 		$994K Sell
25,498
-308
-1% -$11.3K 0.01% 750
2023
Q4 		$953K Sell
25,806
-50,161
-66% -$1.57M 0.02% 740
2023
Q3 		$2.17M Buy
75,967
+816
+1% +$25.1K 0.04% 428
2023
Q2 		$2.28M Buy
75,151
+12,586
+20% +$391K 0.04% 413
2023
Q1 		$2.13M Buy
62,565
+49,299
+372% +$2.15M 0.04% 384
2022
Q4 		$571K Buy
13,266
+558
+4% +$24.5K 0.02% 622
2022
Q3 		$553K Sell
12,708
-476
-4% -$22.9K 0.02% 558
2022
Q2 		$625K Buy
13,184
+1,353
+11% +$66.7K 0.02% 542
2022
Q1 		$671K Buy
11,831
+86
+0.7% +$5.31K 0.02% 501
2021
Q4 		$688K Sell
11,745
-221
-2% -$13.5K 0.02% 531
2021
Q3 		$702K Buy
11,966
+1,115
+10% +$62.3K 0.02% 493
2021
Q2 		$602K Buy
10,851
+489
+5% +$28.7K 0.02% 490
2021
Q1 		$604K Buy
10,362
+749
+8% +$41.1K 0.02% 428
2020
Q4 		$461K Sell
9,613
-389
-4% -$17.6K 0.02% 433
2020
Q3 		$381K Sell
10,002
-1,588
-14% -$59.8K 0.02% 403
2020
Q2 		$435K Sell
11,590
-3,092
-21% -$111K 0.03% 322
2020
Q1 		$453K Buy
14,682
+1,640
+13% +$77.6K 0.04% 238
2019
Q4 		$735K Buy
+13,042
New +$706K 0.06% 202

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

Integrated Wealth Concepts's TFC Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Truist Financial (TFC) stake by 18% in Q1 2026, buying an estimated $375K and bringing the position to 48,831 shares worth $2.24M. The position accounts for 0.02% of the portfolio, ranked #713.

Integrated Wealth Concepts first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.28M in Q2 2023. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Integrated Wealth Concepts held 48,831 shares of Truist Financial worth $2.24M as of Q1 2026.
  • Integrated Wealth Concepts bought 7,587 Truist Financial shares in Q1 2026, an estimated $375K.
  • Truist Financial made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #713 holding.
  • Integrated Wealth Concepts first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Integrated Wealth Concepts's Truist Financial position peaked at $2.28M in Q2 2023.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.