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Prevail Innovative Wealth Advisors’s Truist Financial TFC Stock Holding History

Prevail Innovative Wealth Advisors’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 		$2.35M Buy
51,195
+8,578
+20% +$424K 0.4% 81
2025
Q4 		$2.1M Buy
42,617
+5,163
+14% +$238K 0.38% 93
2025
Q3 		$1.71M Buy
37,454
+13,739
+58% +$619K 0.33% 110
2025
Q2 		$1.02M Buy
23,715
+5,412
+30% +$212K 0.23% 130
2025
Q1 		$753K Buy
18,303
+11,305
+162% +$504K 0.2% 123
2024
Q4 		$304K Buy
+6,998
New +$312K 0.09% 141

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

Prevail Innovative Wealth Advisors's TFC Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its Truist Financial (TFC) stake by 20% in Q1 2026, buying an estimated $424K and bringing the position to 51,195 shares worth $2.35M. The position accounts for 0.4% of the portfolio, ranked #81.

Prevail Innovative Wealth Advisors first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Prevail Innovative Wealth Advisors held 51,195 shares of Truist Financial worth $2.35M as of Q1 2026.
  • Prevail Innovative Wealth Advisors bought 8,578 Truist Financial shares in Q1 2026, an estimated $424K.
  • Truist Financial made up 0.4% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #81 holding.
  • Prevail Innovative Wealth Advisors first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.