NRI
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NFP Retirement Inc’s Truist Financial TFC Stock Holding History

NFP Retirement Inc’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 		$384K Sell
8,354
-270
-3% -$13.3K 0.02% 224
2025
Q4 		$424K Buy
8,624
+1
+0% +$46 0.03% 213
2025
Q3 		$394K Sell
8,623
-292
-3% -$13.2K 0.03% 227
2025
Q2 		$383K Sell
8,915
-694
-7% -$27.2K 0.03% 229
2025
Q1 		$395K Buy
9,609
+9
+0.1% +$401 0.03% 203
2024
Q4 		$416K Buy
9,600
+10
+0.1% +$446 0.03% 203
2024
Q3 		$410K Buy
9,590
+9
+0.1% +$380 0.03% 203
2024
Q2 		$372K Buy
9,581
+11
+0.1% +$416 0.03% 208
2024
Q1 		$373K Buy
9,570
+191
+2% +$6.99K 0.03% 209
2023
Q4 		$346K Buy
9,379
+46
+0.5% +$1.44K 0.06% 175
2023
Q3 		$267K Buy
9,333
+13
+0.1% +$400 0.05% 194
2023
Q2 		$283K Buy
9,320
+12
+0.1% +$373 0.05% 188
2023
Q1 		$317K Buy
9,308
+8
+0.1% +$349 0.06% 190
2022
Q4 		$400K Buy
9,300
+9
+0.1% +$395 0.09% 165
2022
Q3 		$405K Buy
9,291
+8
+0.1% +$385 0.1% 152
2022
Q2 		$440K Buy
9,283
+7
+0.1% +$345 0.11% 146
2022
Q1 		$526K Buy
+9,276
New +$573K 0.12% 128

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

NFP Retirement Inc's TFC Position: Q1 2026 in Review

NFP Retirement Inc reduced its Truist Financial (TFC) stake by 3.1% in Q1 2026, selling an estimated $13.3K and leaving 8,354 shares worth $384K. The position accounts for 0.02% of the portfolio, ranked #224.

NFP Retirement Inc first reported a position in TFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $526K in Q1 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • NFP Retirement Inc held 8,354 shares of Truist Financial worth $384K as of Q1 2026.
  • NFP Retirement Inc sold 270 Truist Financial shares in Q1 2026, an estimated $13.3K.
  • Truist Financial made up 0.02% of NFP Retirement Inc's portfolio in Q1 2026, its #224 holding.
  • NFP Retirement Inc first reported a position in Truist Financial in Q1 2022 and has held it in 17 quarters since.
  • NFP Retirement Inc's Truist Financial position peaked at $526K in Q1 2022.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.