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TFC icon

INVST’s Truist Financial TFC Stock Holding History

INVST’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 		$717K Sell
15,588
-484
-3% -$23.9K 0.08% 209
2025
Q4 		$791K Sell
16,072
-1,132
-7% -$52.1K 0.09% 188
2025
Q3 		$787K Sell
17,204
-394
-2% -$17.8K 0.09% 187
2025
Q2 		$757K Sell
17,598
-362
-2% -$14.2K 0.09% 171
2025
Q1 		$739K Sell
17,960
-523
-3% -$23.3K 0.1% 162
2024
Q4 		$802K Buy
18,483
+93
+0.5% +$4.15K 0.1% 134
2024
Q3 		$787K Sell
18,390
-340
-2% -$14.4K 0.1% 138
2024
Q2 		$735K Sell
18,730
-874
-4% -$33K 0.08% 132
2024
Q1 		$752K Buy
+19,604
New +$717K 0.09% 134

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

INVST's TFC Position: Q1 2026 in Review

INVST reduced its Truist Financial (TFC) stake by 3% in Q1 2026, selling an estimated $23.9K and leaving 15,588 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #209.

INVST first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $802K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • INVST held 15,588 shares of Truist Financial worth $717K as of Q1 2026.
  • INVST sold 484 Truist Financial shares in Q1 2026, an estimated $23.9K.
  • Truist Financial made up 0.08% of INVST's portfolio in Q1 2026, its #209 holding.
  • INVST first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
  • INVST's Truist Financial position peaked at $802K in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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