Old Port Advisors’s Truist Financial TFC Stock Holding History

Old Port 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	$1.62M	Buy	35,145 +3,991	+13%	+$197K	0.37%	84
2025 Q4	$1.53M	Buy	31,154 +2,406	+8%	+$111K	0.38%	85
2025 Q3	$1.31M	Buy	28,748 +8,192	+40%	+$369K	0.33%	96
2025 Q2	$884K	Buy	20,556 +15,464	+304%	+$605K	0.24%	113
2025 Q1	$210K	Buy	+5,092	New	+$227K	0.06%	217
2021 Q2	–	Sell	-4,847	Closed	-$283K	–	225
2021 Q1	$283K	Buy	+4,847	New	+$266K	0.11%	179

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

Old Port Advisors's TFC Position: Q1 2026 in Review

Old Port Advisors increased its Truist Financial (TFC) stake by 13% in Q1 2026, buying an estimated $197K and bringing the position to 35,145 shares worth $1.62M. The position accounts for 0.37% of the portfolio, ranked #84.

Old Port Advisors first reported a position in TFC in Q1 2021 and has held it in 6 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Old Port Advisors held 35,145 shares of Truist Financial worth $1.62M as of Q1 2026.
Old Port Advisors bought 3,991 Truist Financial shares in Q1 2026, an estimated $197K.
Truist Financial made up 0.37% of Old Port Advisors's portfolio in Q1 2026, its #84 holding.
Old Port Advisors first reported a position in Truist Financial in Q1 2021 and has held it in 6 quarters since.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.