PWP
TFC icon

Principle Wealth Partners’s Truist Financial TFC Stock Holding History

Principle Wealth 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 		$3.03M Buy
65,809
+2,509
+4% +$124K 0.17% 104
2025
Q4 		$3.12M Buy
63,300
+517
+0.8% +$23.8K 0.18% 106
2025
Q3 		$2.87M Sell
62,783
-263
-0.4% -$11.9K 0.17% 101
2025
Q2 		$2.71M Sell
63,046
-1,529
-2% -$59.8K 0.17% 105
2025
Q1 		$2.66M Buy
64,575
+17
+0% +$757 0.19% 105
2024
Q4 		$2.8M Sell
64,558
-1,954
-3% -$87.2K 0.2% 106
2024
Q3 		$2.84M Buy
66,512
+2,733
+4% +$115K 0.2% 104
2024
Q2 		$2.48M Buy
63,779
+8
+0% +$302 0.19% 110
2024
Q1 		$2.49M Buy
63,771
+558
+0.9% +$20.4K 0.19% 110
2023
Q4 		$2.33M Buy
63,213
+7,444
+13% +$234K 0.2% 112
2023
Q3 		$1.6M Buy
55,769
+41,069
+279% +$1.26M 0.16% 118
2023
Q2 		$446K Buy
+14,700
New +$457K 0.04% 210
2023
Q1 		– Sell
-4,721
Closed -$203K – 324
2022
Q4 		$203K Buy
+4,721
New +$207K 0.02% 304
2022
Q2 		– Sell
-4,094
Closed -$232K – 326
2022
Q1 		$232K Hold
4,094
– – 0.02% 293
2021
Q4 		$240K Buy
4,094
+244
+6% +$14.9K 0.03% 290
2021
Q3 		$226K Hold
3,850
– – 0.03% 293
2021
Q2 		$214K Hold
3,850
– – 0.02% 300
2021
Q1 		$225K Buy
+3,850
New +$211K 0.03% 271

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

Principle Wealth Partners's TFC Position: Q1 2026 in Review

Principle Wealth Partners increased its Truist Financial (TFC) stake by 4% in Q1 2026, buying an estimated $124K and bringing the position to 65,809 shares worth $3.03M. The position accounts for 0.17% of the portfolio, ranked #104.

Principle Wealth Partners first reported a position in TFC in Q1 2021 and has held it in 18 quarters since. The position peaked at $3.12M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Principle Wealth Partners held 65,809 shares of Truist Financial worth $3.03M as of Q1 2026.
  • Principle Wealth Partners bought 2,509 Truist Financial shares in Q1 2026, an estimated $124K.
  • Truist Financial made up 0.17% of Principle Wealth Partners's portfolio in Q1 2026, its #104 holding.
  • Principle Wealth Partners first reported a position in Truist Financial in Q1 2021 and has held it in 18 quarters since.
  • Principle Wealth Partners's Truist Financial position peaked at $3.12M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.