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Peachtree Investment Partners’s Truist Financial TFC Stock Holding History

Peachtree Investment Partners’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
6,049
+60
+1% +$2.96K 0.11% 76
2025
Q4 		$295K Sell
5,989
-120
-2% -$5.53K 0.1% 70
2025
Q3 		$279K Sell
6,109
-140
-2% -$6.31K 0.1% 77
2025
Q2 		$269K Sell
6,249
-180
-3% -$7.04K 0.1% 81
2025
Q1 		$265K Sell
6,429
-125
-2% -$5.57K 0.1% 76
2024
Q4 		$284K Sell
6,554
-175
-3% -$7.81K 0.11% 70
2024
Q3 		$288K Sell
6,729
-465
-6% -$19.6K 0.11% 68
2024
Q2 		$279K Sell
7,194
-415
-5% -$15.7K 0.11% 60
2024
Q1 		$297K Sell
7,609
-274
-3% -$10K 0.12% 61
2023
Q4 		$291K Sell
7,883
-282
-3% -$8.85K 0.12% 69
2023
Q3 		$234K Sell
8,165
-298
-4% -$9.16K 0.12% 74
2023
Q2 		$257K Buy
8,463
+165
+2% +$5.12K 0.12% 78
2023
Q1 		$283K Hold
8,298
– – 0.18% 60
2022
Q4 		$357K Buy
+8,298
New +$364K 0.22% 60

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

Peachtree Investment Partners's TFC Position: Q1 2026 in Review

Peachtree Investment Partners increased its Truist Financial (TFC) stake by 1% in Q1 2026, buying an estimated $2.96K and bringing the position to 6,049 shares worth $278K. The position accounts for 0.11% of the portfolio, ranked #76.

Peachtree Investment Partners first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $357K in Q4 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Peachtree Investment Partners held 6,049 shares of Truist Financial worth $278K as of Q1 2026.
  • Peachtree Investment Partners bought 60 Truist Financial shares in Q1 2026, an estimated $2.96K.
  • Truist Financial made up 0.11% of Peachtree Investment Partners's portfolio in Q1 2026, its #76 holding.
  • Peachtree Investment Partners first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
  • Peachtree Investment Partners's Truist Financial position peaked at $357K in Q4 2022.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.