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NewSquare Capital’s Truist Financial TFC Stock Holding History

NewSquare Capital’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 		$892K Buy
19,397
+552
+3% +$27.3K 0.08% 142
2025
Q4 		$927K Sell
18,845
-3,679
-16% -$169K 0.08% 134
2025
Q3 		$1.03M Buy
22,524
+2,486
+12% +$112K 0.07% 137
2025
Q2 		$861K Sell
20,038
-959
-5% -$37.5K 0.06% 131
2025
Q1 		$864K Buy
20,997
+465
+2% +$20.7K 0.07% 129
2024
Q4 		$891K Buy
20,532
+82
+0.4% +$3.66K 0.07% 128
2024
Q3 		$875K Buy
20,450
+20,057
+5,104% +$847K 0.07% 134
2024
Q2 		$15.3K Hold
393
– – ﹤0.01% 210
2024
Q1 		$15.3K Hold
393
– – ﹤0.01% 227
2023
Q4 		$14.5K Hold
393
– – ﹤0.01% 250
2023
Q3 		$11.2K Hold
393
– – ﹤0.01% 298
2023
Q2 		$11.9K Sell
393
-7,847
-95% -$244K ﹤0.01% 320
2023
Q1 		$281K Hold
8,240
– – 0.03% 146
2022
Q4 		$355K Sell
8,240
-117
-1% -$5.13K 0.04% 143
2022
Q3 		$364K Hold
8,357
– – 0.05% 139
2022
Q2 		$396K Hold
8,357
– – 0.05% 133
2022
Q1 		$474K Sell
8,357
-200
-2% -$12.4K 0.05% 143
2021
Q4 		$501K Hold
8,557
– – 0.05% 140
2021
Q3 		$502K Sell
8,557
-55
-0.6% -$3.07K 0.06% 140
2021
Q2 		$478K Buy
8,612
+8,257
+2,326% +$485K 0.06% 139
2021
Q1 		$21K Hold
355
– – ﹤0.01% 198
2020
Q4 		$17K Hold
355
– – ﹤0.01% 208
2020
Q3 		$14K Hold
355
– – ﹤0.01% 214
2020
Q2 		$13K Sell
355
-132
-27% -$4.75K ﹤0.01% 215
2020
Q1 		$15K Sell
487
-468
-49% -$22.1K ﹤0.01% 221
2019
Q4 		$54K Buy
955
+600
+169% +$32.5K 0.01% 164
2019
Q3 		$19K Buy
355
+255
+255% +$12.6K ﹤0.01% 174
2019
Q2 		$5K Hold
100
– – ﹤0.01% 295
2019
Q1 		$5K Hold
100
– – ﹤0.01% 279
2018
Q4 		$4K Buy
+100
New +$4.8K ﹤0.01% 282
2016
Q4 		– Sell
-134
Closed -$5K – 443
2016
Q3 		$5K Buy
+134
New +$4.99K ﹤0.01% 329

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

NewSquare Capital's TFC Position: Q1 2026 in Review

NewSquare Capital increased its Truist Financial (TFC) stake by 2.9% in Q1 2026, buying an estimated $27.3K and bringing the position to 19,397 shares worth $892K. The position accounts for 0.08% of the portfolio, ranked #142.

NewSquare Capital first reported a position in TFC in Q3 2016 and has held it in 31 quarters since. The position peaked at $1.03M in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • NewSquare Capital held 19,397 shares of Truist Financial worth $892K as of Q1 2026.
  • NewSquare Capital bought 552 Truist Financial shares in Q1 2026, an estimated $27.3K.
  • Truist Financial made up 0.08% of NewSquare Capital's portfolio in Q1 2026, its #142 holding.
  • NewSquare Capital first reported a position in Truist Financial in Q3 2016 and has held it in 31 quarters since.
  • NewSquare Capital's Truist Financial position peaked at $1.03M in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on NewSquare Capital's 13F filing for Q1 2026, filed 8 May 2026.