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Principal Securities’s Truist Financial TFC Stock Holding History

Principal Securities’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 		$2.29M Buy
49,787
+1,278
+3% +$63.2K 0.03% 443
2025
Q4 		$2.39M Buy
48,509
+1,316
+3% +$60.6K 0.04% 421
2025
Q3 		$2.16M Buy
47,193
+5,413
+13% +$244K 0.04% 442
2025
Q2 		$1.8M Sell
41,780
-10,213
-20% -$400K 0.03% 448
2025
Q1 		$2.26M Buy
51,993
+94
+0.2% +$4.19K 0.05% 321
2024
Q4 		$2.25M Buy
51,899
+3,041
+6% +$136K 0.05% 319
2024
Q3 		$2.09M Buy
48,858
+1,812
+4% +$76.5K 0.05% 331
2024
Q2 		$1.83M Buy
47,046
+2,709
+6% +$102K 0.05% 320
2024
Q1 		$1.73M Buy
44,337
+1,200
+3% +$43.9K 0.05% 308
2023
Q4 		$1.59M Buy
+43,137
New +$1.35M 0.06% 294

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

Principal Securities's TFC Position: Q1 2026 in Review

Principal Securities increased its Truist Financial (TFC) stake by 2.6% in Q1 2026, buying an estimated $63.2K and bringing the position to 49,787 shares worth $2.29M. The position accounts for 0.03% of the portfolio, ranked #443.

Principal Securities first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.39M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Principal Securities held 49,787 shares of Truist Financial worth $2.29M as of Q1 2026.
  • Principal Securities bought 1,278 Truist Financial shares in Q1 2026, an estimated $63.2K.
  • Truist Financial made up 0.03% of Principal Securities's portfolio in Q1 2026, its #443 holding.
  • Principal Securities first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
  • Principal Securities's Truist Financial position peaked at $2.39M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.