JSW
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Journey Strategic Wealth’s Truist Financial TFC Stock Holding History

Journey Strategic Wealth’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 		$529K Buy
11,511
+2,891
+34% +$143K 0.01% 333
2025
Q4 		$424K Buy
8,620
+153
+2% +$7.05K 0.01% 355
2025
Q3 		$387K Buy
8,467
+1,843
+28% +$83.1K 0.01% 368
2025
Q2 		$285K Buy
6,624
+1,362
+26% +$53.3K 0.01% 458
2025
Q1 		$217K Buy
5,262
+157
+3% +$7K 0.01% 446
2024
Q4 		$221K Buy
+5,105
New +$228K 0.01% 434

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

Journey Strategic Wealth's TFC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Truist Financial (TFC) stake by 34% in Q1 2026, buying an estimated $143K and bringing the position to 11,511 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #333.

Journey Strategic Wealth first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Journey Strategic Wealth held 11,511 shares of Truist Financial worth $529K as of Q1 2026.
  • Journey Strategic Wealth bought 2,891 Truist Financial shares in Q1 2026, an estimated $143K.
  • Truist Financial made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #333 holding.
  • Journey Strategic Wealth first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.