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New Age Alpha Advisors’s Truist Financial TFC Stock Holding History

New Age Alpha Advisors’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 		$2.77M Buy
60,204
+399
+0.7% +$19.7K 0.13% 233
2025
Q4 		$2.94M Buy
+59,805
New +$2.75M 0.13% 250
2025
Q2 		– Sell
-85,359
Closed -$3.51M – 975
2025
Q1 		$3.51M Sell
85,359
-11,813
-12% -$526K 0.16% 199
2024
Q4 		$4.22M Buy
+97,172
New +$4.34M 0.17% 168

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

New Age Alpha Advisors's TFC Position: Q1 2026 in Review

New Age Alpha Advisors increased its Truist Financial (TFC) stake by 0.67% in Q1 2026, buying an estimated $19.7K and bringing the position to 60,204 shares worth $2.77M. The position accounts for 0.13% of the portfolio, ranked #233.

New Age Alpha Advisors first reported a position in TFC in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.22M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • New Age Alpha Advisors held 60,204 shares of Truist Financial worth $2.77M as of Q1 2026.
  • New Age Alpha Advisors bought 399 Truist Financial shares in Q1 2026, an estimated $19.7K.
  • Truist Financial made up 0.13% of New Age Alpha Advisors's portfolio in Q1 2026, its #233 holding.
  • New Age Alpha Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 4 quarters since.
  • New Age Alpha Advisors's Truist Financial position peaked at $4.22M in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.