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Pursuit Wealth Strategies’s Truist Financial TFC Stock Holding History

Pursuit Wealth Strategies’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 		$206K Sell
4,477
-98
-2% -$4.84K 0.29% 79
2025
Q4 		$225K Buy
+4,575
New +$211K 0.32% 67

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

Pursuit Wealth Strategies's TFC Position: Q1 2026 in Review

Pursuit Wealth Strategies reduced its Truist Financial (TFC) stake by 2.1% in Q1 2026, selling an estimated $4.84K and leaving 4,477 shares worth $206K. The position accounts for 0.29% of the portfolio, ranked #79.

Pursuit Wealth Strategies first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $225K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Pursuit Wealth Strategies held 4,477 shares of Truist Financial worth $206K as of Q1 2026.
  • Pursuit Wealth Strategies sold 98 Truist Financial shares in Q1 2026, an estimated $4.84K.
  • Truist Financial made up 0.29% of Pursuit Wealth Strategies's portfolio in Q1 2026, its #79 holding.
  • Pursuit Wealth Strategies first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • Pursuit Wealth Strategies's Truist Financial position peaked at $225K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q1 2026, filed 15 May 2026.