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Peloton Wealth Strategists’s Truist Financial TFC Stock Holding History

Peloton Wealth Strategists’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
-47,800
Closed -$2.35M – 96
2025
Q4 		$2.35M Sell
47,800
-7,100
-13% -$327K 0.91% 40
2025
Q3 		$2.51M Sell
54,900
-2,000
-4% -$90.2K 0.99% 36
2025
Q2 		$2.45M Sell
56,900
-2,500
-4% -$97.8K 0.98% 40
2025
Q1 		$2.44M Sell
59,400
-4,900
-8% -$218K 1.02% 37
2024
Q4 		$2.79M Sell
64,300
-2,423
-4% -$108K 1.12% 33
2024
Q3 		$2.85M Sell
66,723
-1,494
-2% -$63.1K 1.13% 37
2024
Q2 		$2.65M Buy
68,217
+117
+0.2% +$4.42K 1.09% 37
2024
Q1 		$2.65M Buy
68,100
+2,800
+4% +$102K 1.08% 37
2023
Q4 		$2.41M Buy
65,300
+3,100
+5% +$97.3K 1.04% 39
2023
Q3 		$1.78M Buy
62,200
+1,575
+3% +$48.4K 0.82% 47
2023
Q2 		$1.84M Buy
60,625
+4,600
+8% +$143K 0.81% 47
2023
Q1 		$1.91M Buy
56,025
+3,200
+6% +$140K 0.87% 44
2022
Q4 		$2.27M Sell
52,825
-8,100
-13% -$355K 1.09% 39
2022
Q3 		$2.65M Buy
60,925
+500
+0.8% +$24.1K 1.38% 29
2022
Q2 		$2.87M Sell
60,425
-500
-0.8% -$24.7K 1.4% 28
2022
Q1 		$3.45M Buy
60,925
+475
+0.8% +$29.3K 1.44% 30
2021
Q4 		$3.54M Sell
60,450
-2,900
-5% -$177K 1.42% 30
2021
Q3 		$3.71M Buy
63,350
+4,650
+8% +$260K 1.52% 26
2021
Q2 		$3.26M Buy
58,700
+9,985
+20% +$587K 1.34% 33
2021
Q1 		$2.84M Buy
48,715
+19,790
+68% +$1.08M 1.33% 32
2020
Q4 		$1.39M Buy
+28,925
New +$1.31M 0.69% 47
2014
Q2 		– Sell
-69,500
Closed -$2.79M – 93
2014
Q1 		$2.79M Buy
69,500
+800
+1% +$30.6K 2.29% 8
2013
Q4 		$2.56M Sell
68,700
-2,300
-3% -$79.5K 2.07% 15
2013
Q3 		$2.4M Buy
71,000
+300
+0.4% +$10.5K 2.01% 18
2013
Q2 		$2.4M Buy
+70,700
New +$2.26M 2.15% 15

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

Peloton Wealth Strategists's TFC Position: Q1 2026 in Review

Peloton Wealth Strategists sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 47,800 shares — an estimated $2.35M sold.

Peloton Wealth Strategists first reported a position in TFC in Q2 2013 and held it in 25 quarters. The position peaked at $3.71M in Q3 2021. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Peloton Wealth Strategists reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Peloton Wealth Strategists sold 47,800 Truist Financial shares in Q1 2026, an estimated $2.35M.
  • Peloton Wealth Strategists first reported a position in Truist Financial in Q2 2013 and held it in 25 quarters.
  • Peloton Wealth Strategists's Truist Financial position peaked at $3.71M in Q3 2021.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Peloton Wealth Strategists's 13F filing for Q1 2026, filed 14 May 2026.