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Iowa State Bank’s Truist Financial TFC Stock Holding History

Iowa State Bank’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 		$3.3M Sell
71,793
-15,461
-18% -$764K 0.61% 48
2025
Q4 		$4.29M Sell
87,254
-2,797
-3% -$129K 0.81% 41
2025
Q3 		$4.12M Buy
90,051
+478
+0.5% +$21.6K 0.78% 45
2025
Q2 		$3.85M Sell
89,573
-1,843
-2% -$72.1K 0.77% 42
2025
Q1 		$3.76M Buy
91,416
+1,617
+2% +$72K 0.8% 40
2024
Q4 		$3.9M Sell
89,799
-1,130
-1% -$50.4K 0.81% 44
2024
Q3 		$3.89M Sell
90,929
-5,589
-6% -$236K 0.8% 43
2024
Q2 		$3.75M Buy
96,518
+4,779
+5% +$181K 0.83% 41
2024
Q1 		$3.58M Buy
91,739
+34,129
+59% +$1.25M 0.79% 42
2023
Q4 		$2.13M Sell
57,610
-3,984
-6% -$125K 0.51% 69
2023
Q3 		$1.76M Buy
61,594
+511
+0.8% +$15.7K 0.46% 71
2023
Q2 		$1.85M Sell
61,083
-2,241
-4% -$69.6K 0.47% 71
2023
Q1 		$2.16M Buy
63,324
+10,172
+19% +$444K 0.54% 66
2022
Q4 		$2.29M Sell
53,152
-3,823
-7% -$168K 0.57% 64
2022
Q3 		$2.48M Sell
56,975
-179
-0.3% -$8.61K 0.71% 56
2022
Q2 		$2.71M Buy
57,154
+1,179
+2% +$58.1K 0.72% 52
2022
Q1 		$3.17M Buy
55,975
+6,583
+13% +$407K 0.74% 53
2021
Q4 		$2.89M Buy
+49,392
New +$3.02M 0.68% 56

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

Iowa State Bank's TFC Position: Q1 2026 in Review

Iowa State Bank reduced its Truist Financial (TFC) stake by 18% in Q1 2026, selling an estimated $764K and leaving 71,793 shares worth $3.3M. The position accounts for 0.61% of the portfolio, ranked #48.

Iowa State Bank first reported a position in TFC in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.29M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Iowa State Bank held 71,793 shares of Truist Financial worth $3.3M as of Q1 2026.
  • Iowa State Bank sold 15,461 Truist Financial shares in Q1 2026, an estimated $764K.
  • Truist Financial made up 0.61% of Iowa State Bank's portfolio in Q1 2026, its #48 holding.
  • Iowa State Bank first reported a position in Truist Financial in Q4 2021 and has held it in 18 quarters since.
  • Iowa State Bank's Truist Financial position peaked at $4.29M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.