Key Financial Inc’s Truist Financial TFC Stock Holding History

Key Financial Inc’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	$7.17K	Hold	156	–	–	﹤0.01%	956
2025 Q4	$7.68K	Hold	156	–	–	﹤0.01%	946
2025 Q3	$7.11K	Sell	156 -18	-10%	-$812	﹤0.01%	960
2025 Q2	$7.48K	Hold	174	–	–	﹤0.01%	933
2025 Q1	$7.16K	Hold	174	–	–	﹤0.01%	904
2024 Q4	$7.55K	Hold	174	–	–	﹤0.01%	882
2024 Q3	$7.44K	Buy	174 +18	+12%	+$760	﹤0.01%	867
2024 Q2	$6.06K	Hold	156	–	–	﹤0.01%	903
2024 Q1	$6.08K	Hold	156	–	–	﹤0.01%	889
2023 Q4	$5.76K	Sell	156 -162	-51%	-$5.09K	﹤0.01%	882
2023 Q3	$9.1K	Sell	318 -176	-36%	-$5.41K	﹤0.01%	744
2023 Q2	$15K	Buy	494 +176	+55%	+$5.47K	0.01%	645
2023 Q1	$10.8K	Hold	318	–	–	﹤0.01%	657
2022 Q4	$13.8K	Hold	318	–	–	0.01%	562
2022 Q3	$14K	Buy	318 +162	+104%	+$7.79K	0.01%	567
2022 Q2	$8K	Hold	156	–	–	﹤0.01%	701
2022 Q1	$9K	Hold	156	–	–	﹤0.01%	673
2021 Q4	$9K	Hold	156	–	–	﹤0.01%	617
2021 Q3	$9K	Buy	156 +58	+59%	+$3.24K	0.01%	609
2021 Q2	$5K	Hold	98	–	–	﹤0.01%	693
2021 Q1	$6K	Hold	98	–	–	﹤0.01%	578
2020 Q4	$5K	Buy	+98	New	+$4.44K	﹤0.01%	564
2020 Q2	–	Sell	-187	Closed	-$6K	–	569
2020 Q1	$6K	Buy	+187	New	+$8.84K	0.01%	494

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Key Financial Inc's TFC Position: Q1 2026 in Review

Key Financial Inc held its Truist Financial (TFC) position steady in Q1 2026 at 156 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Key Financial Inc first reported a position in TFC in Q1 2020 and has held it in 23 quarters since. The position peaked at $15K in Q2 2023. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Key Financial Inc held 156 shares of Truist Financial worth $7.17K as of Q1 2026.
Key Financial Inc left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #956 holding.
Key Financial Inc first reported a position in Truist Financial in Q1 2020 and has held it in 23 quarters since.
Key Financial Inc's Truist Financial position peaked at $15K in Q2 2023.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.