JTWM
TFC icon

Jackson Thornton Wealth Management’s Truist Financial TFC Stock Holding History

Jackson Thornton Wealth Management’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 		$208K Sell
4,203
-736
-15% -$36.4K 0.02% 268
2025
Q4 		$253K Buy
+4,939
New +$227K 0.02% 246

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

Jackson Thornton Wealth Management's TFC Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its Truist Financial (TFC) stake by 15% in Q1 2026, selling an estimated $36.4K and leaving 4,203 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #268.

Jackson Thornton Wealth Management first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $253K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Jackson Thornton Wealth Management held 4,203 shares of Truist Financial worth $208K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 736 Truist Financial shares in Q1 2026, an estimated $36.4K.
  • Truist Financial made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #268 holding.
  • Jackson Thornton Wealth Management first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's Truist Financial position peaked at $253K in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.