KPWS
TFC icon

Kestra Private Wealth Services’s Truist Financial TFC Stock Holding History

Kestra Private Wealth Services’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 		$4.45M Buy
96,909
+3,840
+4% +$190K 0.05% 350
2025
Q4 		$4.58M Sell
93,069
-4,870
-5% -$224K 0.06% 333
2025
Q3 		$4.48M Buy
97,939
+5,698
+6% +$257K 0.06% 324
2025
Q2 		$3.97M Buy
92,241
+6,364
+7% +$249K 0.06% 317
2025
Q1 		$3.53M Buy
85,877
+4,553
+6% +$203K 0.06% 325
2024
Q4 		$3.53M Buy
81,324
+4,725
+6% +$211K 0.06% 305
2024
Q3 		$3.28M Buy
76,599
+2,840
+4% +$120K 0.06% 308
2024
Q2 		$2.87M Buy
73,759
+4,392
+6% +$166K 0.06% 309
2024
Q1 		$2.7M Sell
69,367
-4,942
-7% -$181K 0.06% 306
2023
Q4 		$2.74M Sell
74,309
-6,184
-8% -$194K 0.07% 287
2023
Q3 		$2.3M Buy
80,493
+1,461
+2% +$44.9K 0.07% 279
2023
Q2 		$2.4M Buy
79,032
+265
+0.3% +$8.23K 0.08% 260
2023
Q1 		$2.69M Buy
78,767
+19,009
+32% +$830K 0.11% 207
2022
Q4 		$2.57M Buy
59,758
+21,137
+55% +$927K 0.13% 181
2022
Q3 		$1.68M Buy
38,621
+447
+1% +$21.5K 0.1% 231
2022
Q2 		$1.81M Buy
38,174
+5,091
+15% +$251K 0.1% 236
2022
Q1 		$1.88M Sell
33,083
-2,217
-6% -$137K 0.09% 232
2021
Q4 		$2.07M Buy
35,300
+4,658
+15% +$285K 0.1% 217
2021
Q3 		$1.8M Buy
30,642
+6,092
+25% +$340K 0.1% 224
2021
Q2 		$1.36M Sell
24,550
-1,001
-4% -$58.8K 0.08% 266
2021
Q1 		$1.49M Buy
25,551
+167
+0.7% +$9.15K 0.1% 219
2020
Q4 		$1.2M Sell
25,384
-397
-2% -$18K 0.09% 233
2020
Q3 		$981K Buy
+25,781
New +$971K 0.09% 243

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

Kestra Private Wealth Services's TFC Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Truist Financial (TFC) stake by 4.1% in Q1 2026, buying an estimated $190K and bringing the position to 96,909 shares worth $4.45M. The position accounts for 0.05% of the portfolio, ranked #350.

Kestra Private Wealth Services first reported a position in TFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $4.58M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Kestra Private Wealth Services held 96,909 shares of Truist Financial worth $4.45M as of Q1 2026.
  • Kestra Private Wealth Services bought 3,840 Truist Financial shares in Q1 2026, an estimated $190K.
  • Truist Financial made up 0.05% of Kestra Private Wealth Services's portfolio in Q1 2026, its #350 holding.
  • Kestra Private Wealth Services first reported a position in Truist Financial in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Truist Financial position peaked at $4.58M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.