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Peak Retirement Planning’s Truist Financial TFC Stock Holding History

Peak Retirement 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 		– Sell
-5,034
Closed -$248K – 162
2025
Q4 		$248K Buy
+5,034
New +$232K 0.06% 131

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Peak Retirement Planning's TFC Position: Q1 2026 in Review

Peak Retirement Planning sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 5,034 shares — an estimated $248K sold.

Peak Retirement Planning first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $248K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Peak Retirement Planning reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Peak Retirement Planning sold 5,034 Truist Financial shares in Q1 2026, an estimated $248K.
  • Peak Retirement Planning first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
  • Peak Retirement Planning's Truist Financial position peaked at $248K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Peak Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.