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Legacy Capital Group California’s Truist Financial TFC Stock Holding History

Legacy Capital Group California’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 		$605K Sell
13,153
-1,475
-10% -$72.9K 0.23% 147
2025
Q4 		$720K Sell
14,628
-143
-1% -$6.59K 0.17% 156
2025
Q3 		$675K Buy
14,771
+4
+0% +$180 0.17% 159
2025
Q2 		$635K Sell
14,767
-163
-1% -$6.38K 0.18% 152
2025
Q1 		$614K Buy
14,930
+4,788
+47% +$213K 0.21% 131
2024
Q4 		$440K Sell
10,142
-100
-1% -$4.46K 0.13% 195
2024
Q3 		$438K Sell
10,242
-662
-6% -$28K 0.15% 185
2024
Q2 		$424K Buy
10,904
+107
+1% +$4.04K 0.15% 189
2024
Q1 		$421K Sell
10,797
-413
-4% -$15.1K 0.16% 186
2023
Q4 		$414K Sell
11,210
-27
-0.2% -$848 0.16% 185
2023
Q3 		$321K Buy
11,237
+102
+0.9% +$3.14K 0.14% 199
2023
Q2 		$338K Buy
11,135
+313
+3% +$9.72K 0.14% 197
2023
Q1 		$369K Buy
+10,822
New +$472K 0.18% 168

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

Legacy Capital Group California's TFC Position: Q1 2026 in Review

Legacy Capital Group California reduced its Truist Financial (TFC) stake by 10% in Q1 2026, selling an estimated $72.9K and leaving 13,153 shares worth $605K. The position accounts for 0.23% of the portfolio, ranked #147.

Legacy Capital Group California first reported a position in TFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $720K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Legacy Capital Group California held 13,153 shares of Truist Financial worth $605K as of Q1 2026.
  • Legacy Capital Group California sold 1,475 Truist Financial shares in Q1 2026, an estimated $72.9K.
  • Truist Financial made up 0.23% of Legacy Capital Group California's portfolio in Q1 2026, its #147 holding.
  • Legacy Capital Group California first reported a position in Truist Financial in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's Truist Financial position peaked at $720K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.