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Live Oak Private Wealth’s Truist Financial TFC Stock Holding History

Live Oak Private 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 		$572K Hold
12,448
– – 0.08% 124
2025
Q4 		$613K Hold
12,448
– – 0.08% 117
2025
Q3 		$569K Buy
12,448
+174
+1% +$7.84K 0.08% 124
2025
Q2 		$528K Sell
12,274
-110
-0.9% -$4.3K 0.08% 129
2025
Q1 		$510K Sell
12,384
-2,691
-18% -$120K 0.08% 127
2024
Q4 		$654K Sell
15,075
-335
-2% -$14.9K 0.11% 108
2024
Q3 		$659K Buy
15,410
+1,306
+9% +$55.2K 0.11% 104
2024
Q2 		$548K Buy
14,104
+2,745
+24% +$104K 0.09% 114
2024
Q1 		$443K Sell
11,359
-60
-0.5% -$2.19K 0.08% 117
2023
Q4 		$422K Sell
11,419
-950
-8% -$29.8K 0.08% 114
2023
Q3 		$354K Sell
12,369
-1,097
-8% -$33.7K 0.08% 113
2023
Q2 		$409K Sell
13,466
-236
-2% -$7.33K 0.08% 111
2023
Q1 		$467K Buy
13,702
+3,250
+31% +$142K 0.1% 109
2022
Q4 		$450K Sell
10,452
-123
-1% -$5.4K 0.09% 117
2022
Q3 		$460K Hold
10,575
– – 0.1% 118
2022
Q2 		$502K Sell
10,575
-204
-2% -$10.1K 0.11% 121
2022
Q1 		$611K Sell
10,779
-190
-2% -$11.7K 0.12% 113
2021
Q4 		$642K Sell
10,969
-6,247
-36% -$382K 0.12% 111
2021
Q3 		$1.01M Buy
17,216
+8,221
+91% +$459K 0.21% 93
2021
Q2 		$499K Hold
8,995
– – 0.11% 113
2021
Q1 		$525K Sell
8,995
-13,222
-60% -$725K 0.13% 106
2020
Q4 		$1.06M Buy
22,217
+10,542
+90% +$477K 0.3% 69
2020
Q3 		$444K Sell
11,675
-1,111
-9% -$41.9K 0.15% 91
2020
Q2 		$480K Buy
12,786
+5,221
+69% +$188K 0.17% 87
2020
Q1 		$233K Buy
7,565
+2,063
+37% +$97.6K 0.24% 65
2019
Q4 		$310K Buy
+5,502
New +$298K 0.3% 57

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

Live Oak Private Wealth's TFC Position: Q1 2026 in Review

Live Oak Private Wealth held its Truist Financial (TFC) position steady in Q1 2026 at 12,448 shares worth $572K. The position accounts for 0.08% of the portfolio, ranked #124.

Live Oak Private Wealth first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.06M in Q4 2020. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Live Oak Private Wealth held 12,448 shares of Truist Financial worth $572K as of Q1 2026.
  • Live Oak Private Wealth left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.08% of Live Oak Private Wealth's portfolio in Q1 2026, its #124 holding.
  • Live Oak Private Wealth first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Truist Financial position peaked at $1.06M in Q4 2020.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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