Navalign LLC’s Truist Financial TFC Stock Holding History

Navalign LLC’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	–	Sell	-54	Closed	-$2.64K	–	434
2025 Q4	$2.64K	Buy	+54	New	+$2.49K	﹤0.01%	417

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Navalign LLC's TFC Position: Q1 2026 in Review

Navalign LLC sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 54 shares — an estimated $2.64K sold.

Navalign LLC first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $2.64K in Q4 2025. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Navalign LLC reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Navalign LLC sold 54 Truist Financial shares in Q1 2026, an estimated $2.64K.
Navalign LLC first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
Navalign LLC's Truist Financial position peaked at $2.64K in Q4 2025.
1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.