LPL Financial’s Truist Financial TFC Stock Holding History

LPL Financial’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	$827K	Sell	18,000 -8,500	-32%	-$420K	﹤0.01%	4343
2025 Q4	$1.3M	Sell	26,500 -10,000	-27%	-$461K	﹤0.01%	3805
2025 Q3	$1.67M	Sell	36,500 -74,700	-67%	-$3.37M	﹤0.01%	3486
2025 Q2	$4.78M	Buy	111,200 +55,700	+100%	+$2.18M	﹤0.01%	2348
2025 Q1	$2.28M	Buy	+55,500	New	+$2.47M	﹤0.01%	2825
2024 Q3	–	Sell	-6,100	Closed	-$237K	–	5281
2024 Q2	$237K	Buy	6,100 +5,981	+5,026%	+$226K	﹤0.01%	4439
2024 Q1	$464K	Sell	119 -14,181	-99%	-$519K	﹤0.01%	3851
2023 Q4	$528K	Buy	+14,300	New	+$449K	﹤0.01%	3621
2023 Q3	–	Sell	-17,100	Closed	-$519K	–	4792
2023 Q2	$519K	Buy	+17,100	New	+$531K	﹤0.01%	3414

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

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.