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Jaffetilchin Investment Partners’s Truist Financial TFC Stock Holding History

Jaffetilchin Investment Partners’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 		$344K Buy
7,478
+138
+2% +$6.82K 0.02% 342
2025
Q4 		$361K Sell
7,340
-14
-0.2% -$645 0.02% 324
2025
Q3 		$336K Sell
7,354
-1,653
-18% -$74.5K 0.02% 332
2025
Q2 		$387K Sell
9,007
-273
-3% -$10.7K 0.03% 294
2025
Q1 		$382K Sell
9,280
-583
-6% -$26K 0.03% 280
2024
Q4 		$428K Buy
9,863
+9,099
+1,191% +$406K 0.03% 254
2024
Q3 		$32.7K Sell
764
-29,448
-97% -$1.24M ﹤0.01% 653
2024
Q2 		$1.17M Buy
30,212
+394
+1% +$14.9K 0.1% 121
2024
Q1 		$1.16M Sell
29,818
-30
-0.1% -$1.1K 0.1% 122
2023
Q4 		$1.1M Sell
29,848
-590
-2% -$18.5K 0.11% 123
2023
Q3 		$871K Sell
30,438
-18,009
-37% -$554K 0.1% 128
2023
Q2 		$1.47M Sell
48,447
-1,059
-2% -$32.9K 0.16% 92
2023
Q1 		$1.69M Buy
49,506
+21,819
+79% +$952K 0.19% 93
2022
Q4 		$1.19M Buy
27,687
+311
+1% +$13.6K 0.15% 114
2022
Q3 		$1.19M Buy
27,376
+294
+1% +$14.1K 0.15% 91
2022
Q2 		$1.28M Sell
27,082
-197
-0.7% -$9.72K 0.15% 98
2022
Q1 		$1.27M Sell
27,279
-12,899
-32% -$797K 0.15% 98
2021
Q4 		$2.35M Buy
40,178
+332
+0.8% +$20.3K 0.22% 74
2021
Q3 		$2.34M Sell
39,846
-34,030
-46% -$1.9M 0.25% 70
2021
Q2 		$3.83M Buy
73,876
+36,386
+97% +$2.14M 0.26% 68
2021
Q1 		$2.19M Buy
37,490
+1,845
+5% +$101K 0.26% 73
2020
Q4 		$1.71M Buy
35,645
+10,012
+39% +$453K 0.24% 72
2020
Q3 		$975K Buy
25,633
+282
+1% +$10.6K 0.18% 75
2020
Q2 		$952K Buy
25,351
+721
+3% +$26K 0.21% 66
2020
Q1 		$760K Sell
24,630
-724
-3% -$34.2K 0.27% 55
2019
Q4 		$1.43M Buy
+25,354
New +$1.37M 0.31% 59
2018
Q3 		– Sell
-5,282
Closed -$266K – 338
2018
Q2 		$266K Buy
+5,282
New +$281K 0.06% 239

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

Jaffetilchin Investment Partners's TFC Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Truist Financial (TFC) stake by 1.9% in Q1 2026, buying an estimated $6.82K and bringing the position to 7,478 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #342.

Jaffetilchin Investment Partners first reported a position in TFC in Q2 2018 and has held it in 27 quarters since. The position peaked at $3.83M in Q2 2021. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Jaffetilchin Investment Partners held 7,478 shares of Truist Financial worth $344K as of Q1 2026.
  • Jaffetilchin Investment Partners bought 138 Truist Financial shares in Q1 2026, an estimated $6.82K.
  • Truist Financial made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #342 holding.
  • Jaffetilchin Investment Partners first reported a position in Truist Financial in Q2 2018 and has held it in 27 quarters since.
  • Jaffetilchin Investment Partners's Truist Financial position peaked at $3.83M in Q2 2021.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.