LPL Financial’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $227M | Buy |
4,940,887
+76,015
| +2% | +$3.76M | 0.06% | 308 |
|
|
2025
Q4 | $239M | Buy |
4,864,872
+178,665
| +4% | +$8.23M | 0.07% | 286 |
|
|
2025
Q3 | $214M | Buy |
4,686,207
+298,869
| +7% | +$13.5M | 0.06% | 287 |
|
|
2025
Q2 | $189M | Buy |
4,387,338
+277,907
| +7% | +$10.9M | 0.06% | 290 |
|
|
2025
Q1 | $169M | Buy |
4,109,431
+233,318
| +6% | +$10.4M | 0.07% | 275 |
|
|
2024
Q4 | $168M | Buy |
3,876,113
+245,352
| +7% | +$10.9M | 0.07% | 258 |
|
|
2024
Q3 | $155M | Buy |
3,630,761
+624,528
| +21% | +$26.4M | 0.07% | 251 |
|
|
2024
Q2 | $117M | Sell |
3,006,233
-161,473
| -5% | -$6.1M | 0.06% | 294 |
|
|
2024
Q1 | $123M | Buy |
3,167,706
+202,443
| +7% | +$7.41M | 0.07% | 261 |
|
|
2023
Q4 | $109M | Buy |
2,965,263
+364,144
| +14% | +$11.4M | 0.07% | 260 |
|
|
2023
Q3 | $74.4M | Buy |
2,601,119
+244,004
| +10% | +$7.5M | 0.05% | 318 |
|
|
2023
Q2 | $71.5M | Buy |
2,357,115
+414,813
| +21% | +$12.9M | 0.05% | 325 |
|
|
2023
Q1 | $66.2M | Buy |
1,942,302
+417,178
| +27% | +$18.2M | 0.05% | 337 |
|
|
2022
Q4 | $65.6M | Buy |
1,525,124
+158,117
| +12% | +$6.94M | 0.06% | 320 |
|
|
2022
Q3 | $59.5M | Buy |
1,367,007
+175,925
| +15% | +$8.46M | 0.06% | 305 |
|
|
2022
Q2 | $56.5M | Buy |
1,191,082
+291,625
| +32% | +$14.4M | 0.05% | 321 |
|
|
2022
Q1 | $51M | Buy |
899,457
+109,611
| +14% | +$6.77M | 0.04% | 354 |
|
|
2021
Q4 | $46.2M | Buy |
789,846
+69,347
| +10% | +$4.24M | 0.04% | 381 |
|
|
2021
Q3 | $42.3M | Buy |
720,499
+135,062
| +23% | +$7.55M | 0.04% | 380 |
|
|
2021
Q2 | $32.5M | Buy |
585,437
+45,360
| +8% | +$2.66M | 0.03% | 426 |
|
|
2021
Q1 | $31.5M | Buy |
540,077
+100,150
| +23% | +$5.49M | 0.04% | 394 |
|
|
2020
Q4 | $21.1M | Buy |
439,927
+21,067
| +5% | +$954K | 0.03% | 459 |
|
|
2020
Q3 | $15.9M | Sell |
418,860
-17,199
| -4% | -$648K | 0.02% | 467 |
|
|
2020
Q2 | $16.4M | Buy |
436,059
+38,997
| +10% | +$1.4M | 0.03% | 432 |
|
|
2020
Q1 | $12.2M | Sell |
397,062
-14,597
| -4% | -$690K | 0.03% | 446 |
|
|
2019
Q4 | $23.2M | Buy |
411,659
+186,121
| +83% | +$10.1M | 0.04% | 322 |
|
|
2019
Q3 | $12M | Sell |
225,538
-3,480
| -2% | -$172K | 0.02% | 471 |
|
|
2019
Q2 | $11.3M | Sell |
229,018
-240
| -0.1% | -$11.8K | 0.02% | 474 |
|
|
2019
Q1 | $10.7M | Buy |
229,258
+25,956
| +13% | +$1.27M | 0.02% | 472 |
|
|
2018
Q4 | $8.81M | Sell |
203,302
-26,715
| -12% | -$1.28M | 0.02% | 492 |
|
|
2018
Q3 | $11.2M | Buy |
230,017
+24,347
| +12% | +$1.25M | 0.03% | 453 |
|
|
2018
Q2 | $10.4M | Buy |
205,670
+7,547
| +4% | +$401K | 0.03% | 453 |
|
|
2018
Q1 | $10.3M | Buy |
198,123
+6,417
| +3% | +$346K | 0.03% | 441 |
|
|
2017
Q4 | $9.53M | Buy |
191,706
+50,959
| +36% | +$2.46M | 0.03% | 428 |
|
|
2017
Q3 | $6.61M | Buy |
140,747
+9,842
| +8% | +$452K | 0.02% | 504 |
|
|
2017
Q2 | $5.94M | Buy |
130,905
+61,219
| +88% | +$2.66M | 0.02% | 509 |
|
|
2017
Q1 | $3.12M | Sell |
69,686
-5,650
| -7% | -$264K | 0.02% | 620 |
|
|
2016
Q4 | $3.54M | Sell |
75,336
-11,088
| -13% | -$472K | 0.03% | 545 |
|
|
2016
Q3 | $3.31M | Sell |
86,424
-29,890
| -26% | -$1.11M | 0.03% | 527 |
|
|
2016
Q2 | $4.01M | Sell |
116,314
-21,380
| -16% | -$747K | 0.03% | 448 |
|
|
2016
Q1 | $4.55M | Buy |
137,694
+1,333
| +1% | +$44.3K | 0.01% | 766 |
|
|
2015
Q4 | $5M | Sell |
136,361
-18,140
| -12% | -$682K | 0.01% | 722 |
|
|
2015
Q3 | $5.65M | Buy |
154,501
+5,076
| +3% | +$196K | 0.03% | 427 |
|
|
2015
Q2 | $6.03M | Buy |
149,425
+15,593
| +12% | +$617K | 0.03% | 444 |
|
|
2015
Q1 | $5.16M | Buy |
133,832
+19,203
| +17% | +$724K | 0.03% | 506 |
|
|
2014
Q4 | $4.46M | Buy |
114,629
+43,100
| +60% | +$1.62M | 0.02% | 529 |
|
|
2014
Q3 | $2.66M | Sell |
71,529
-4,003
| -5% | -$151K | 0.02% | 725 |
|
|
2014
Q2 | $2.98M | Buy |
75,532
+2,957
| +4% | +$113K | 0.02% | 683 |
|
|
2014
Q1 | $2.92M | Buy |
72,575
+19,177
| +36% | +$734K | 0.02% | 655 |
|
|
2013
Q4 | $1.99M | Buy |
53,398
+399
| +0.8% | +$13.8K | 0.01% | 828 |
|
|
2013
Q3 | $1.79M | Sell |
52,999
-10,244
| -16% | -$358K | 0.01% | 846 |
|
|
2013
Q2 | $2.14M | Buy |
+63,243
| New | +$2.02M | 0.02% | 693 |
|
Other funds holding TFC
VCM
VPM
LPL Financial's TFC Position: Q1 2026 in Review
LPL Financial increased its Truist Financial (TFC) stake by 1.6% in Q1 2026, buying an estimated $3.76M and bringing the position to 4,940,887 shares worth $227M. The position accounts for 0.06% of the portfolio, ranked #308.
LPL Financial first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $239M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- LPL Financial held 4,940,887 shares of Truist Financial worth $227M as of Q1 2026.
- LPL Financial bought 76,015 Truist Financial shares in Q1 2026, an estimated $3.76M.
- Truist Financial made up 0.06% of LPL Financial's portfolio in Q1 2026, its #308 holding.
- LPL Financial first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Truist Financial position peaked at $239M in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.