JPL Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Other funds holding TFC
VCM
VPM
JPL Wealth Management's TFC Position: Q1 2026 in Review
JPL Wealth Management opened a new position in Truist Financial (TFC) in Q1 2026: 1,341 shares worth $61.6K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in TFC as recently as Q3 2025.
JPL Wealth Management first reported a position in TFC in Q3 2025 and has held it in 2 quarters since. The position peaked at $63.7K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- JPL Wealth Management held 1,341 shares of Truist Financial worth $61.6K as of Q1 2026.
- Truist Financial was a new JPL Wealth Management position in Q1 2026.
- Truist Financial made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #210 holding.
- JPL Wealth Management first reported a position in Truist Financial in Q3 2025 and has held it in 2 quarters since.
- JPL Wealth Management's Truist Financial position peaked at $63.7K in Q3 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.