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PDS Planning’s Truist Financial TFC Stock Holding History

PDS Planning’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 		$308K Buy
6,692
+95
+1% +$4.69K 0.02% 384
2025
Q4 		$325K Sell
6,597
-27
-0.4% -$1.24K 0.02% 360
2025
Q3 		$303K Buy
6,624
+4
+0.1% +$180 0.02% 370
2025
Q2 		$285K Buy
+6,620
New +$259K 0.02% 371
2025
Q1 		– Sell
-4,627
Closed -$201K – 489
2024
Q4 		$201K Sell
4,627
-945
-17% -$42.2K 0.02% 403
2024
Q3 		$238K Buy
+5,572
New +$235K 0.02% 367

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

PDS Planning's TFC Position: Q1 2026 in Review

PDS Planning increased its Truist Financial (TFC) stake by 1.4% in Q1 2026, buying an estimated $4.69K and bringing the position to 6,692 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #384.

PDS Planning first reported a position in TFC in Q3 2024 and has held it in 6 quarters since. The position peaked at $325K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • PDS Planning held 6,692 shares of Truist Financial worth $308K as of Q1 2026.
  • PDS Planning bought 95 Truist Financial shares in Q1 2026, an estimated $4.69K.
  • Truist Financial made up 0.02% of PDS Planning's portfolio in Q1 2026, its #384 holding.
  • PDS Planning first reported a position in Truist Financial in Q3 2024 and has held it in 6 quarters since.
  • PDS Planning's Truist Financial position peaked at $325K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.