PWM
TFC icon

Proathlete Wealth Management’s Truist Financial TFC Stock Holding History

Proathlete Wealth Management’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 		$4.09K Hold
89
– – ﹤0.01% 181
2025
Q4 		$4.38K Sell
89
-192
-68% -$8.84K ﹤0.01% 190
2025
Q3 		$12.8K Hold
281
– – ﹤0.01% 149
2025
Q2 		$12.1K Hold
281
– – ﹤0.01% 169
2025
Q1 		$11.6K Buy
+281
New +$12.5K ﹤0.01% 156

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

Proathlete Wealth Management's TFC Position: Q1 2026 in Review

Proathlete Wealth Management held its Truist Financial (TFC) position steady in Q1 2026 at 89 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Proathlete Wealth Management first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $12.8K in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Proathlete Wealth Management held 89 shares of Truist Financial worth $4.09K as of Q1 2026.
  • Proathlete Wealth Management left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up ﹤0.01% of Proathlete Wealth Management's portfolio in Q1 2026, its #181 holding.
  • Proathlete Wealth Management first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's Truist Financial position peaked at $12.8K in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Proathlete Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.