Patrick M. Sweeney & Associates’s Truist Financial TFC Stock Holding History

Patrick M. Sweeney & Associates’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	$278K	Buy	6,052 +1	+0%	+$49	0.18%	133
2025 Q4	$298K	Sell	6,051 -234	-4%	-$10.8K	0.19%	126
2025 Q3	$287K	Sell	6,285 -98	-2%	-$4.42K	0.19%	126
2025 Q2	$291K	Buy	6,383 +1	+0%	+$39	0.2%	121
2025 Q1	$263K	Buy	6,382 +136	+2%	+$6.06K	0.2%	125
2024 Q4	$271K	Buy	6,246 +1	+0%	+$45	0.2%	120
2024 Q3	$267K	Buy	6,245 +538	+9%	+$22.7K	0.2%	124
2024 Q2	$222K	Buy	5,707 +1	+0%	+$38	0.18%	128
2024 Q1	$222K	Buy	5,706 +1	+0%	+$37	0.18%	126
2023 Q4	$211K	Buy	+5,705	New	+$179K	0.19%	120

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

Patrick M. Sweeney & Associates's TFC Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Truist Financial (TFC) stake by 0.02% in Q1 2026, buying an estimated $49 and bringing the position to 6,052 shares worth $278K. The position accounts for 0.18% of the portfolio, ranked #133.

Patrick M. Sweeney & Associates first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $298K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Patrick M. Sweeney & Associates held 6,052 shares of Truist Financial worth $278K as of Q1 2026.
Patrick M. Sweeney & Associates bought 1 Truist Financial share in Q1 2026, an estimated $49.
Truist Financial made up 0.18% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #133 holding.
Patrick M. Sweeney & Associates first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Truist Financial position peaked at $298K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.