Meeder Advisory Services’s Truist Financial TFC Stock Holding History

Meeder Advisory Services’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	$1.18M	Buy	25,629 +3,409	+15%	+$168K	0.05%	254
2025 Q4	$1.09M	Sell	22,220 -2,379	-10%	-$110K	0.05%	253
2025 Q3	$1.12M	Sell	24,599 -1,409	-5%	-$63.5K	0.05%	245
2025 Q2	$1.12M	Sell	26,008 -906	-3%	-$35.4K	0.06%	236
2025 Q1	$1.11M	Sell	26,914 -1,471	-5%	-$65.5K	0.07%	221
2024 Q4	$1.23M	Buy	28,385 +288	+1%	+$12.9K	0.08%	194
2024 Q3	$1.2M	Buy	28,097 +1,527	+6%	+$64.5K	0.08%	202
2024 Q2	$1.03M	Buy	26,570 +7,778	+41%	+$294K	0.07%	218
2024 Q1	$733K	Buy	18,792 +1,872	+11%	+$68.5K	0.07%	228
2023 Q4	$625K	Buy	16,920 +3,103	+22%	+$97.4K	0.07%	235
2023 Q3	$395K	Sell	13,817 -2,937	-18%	-$90.3K	0.05%	289
2023 Q2	$508K	Sell	16,754 -5,286	-24%	-$164K	0.05%	279
2023 Q1	$752K	Sell	22,040 -1,299	-6%	-$56.7K	0.09%	207
2022 Q4	$1M	Buy	+23,339	New	+$1.02M	0.13%	153

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

Meeder Advisory Services's TFC Position: Q1 2026 in Review

Meeder Advisory Services increased its Truist Financial (TFC) stake by 15% in Q1 2026, buying an estimated $168K and bringing the position to 25,629 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #254.

Meeder Advisory Services first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Meeder Advisory Services held 25,629 shares of Truist Financial worth $1.18M as of Q1 2026.
Meeder Advisory Services bought 3,409 Truist Financial shares in Q1 2026, an estimated $168K.
Truist Financial made up 0.05% of Meeder Advisory Services's portfolio in Q1 2026, its #254 holding.
Meeder Advisory Services first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Truist Financial position peaked at $1.23M in Q4 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.