Quadrant Private Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $416K | Sell |
9,043
-1,603
| -15% | -$79.2K | 0.06% | 198 |
|
|
2025
Q4 | $524K | Buy |
10,646
+71
| +0.7% | +$3.27K | 0.09% | 164 |
|
|
2025
Q3 | $484K | Buy |
10,575
+47
| +0.4% | +$2.12K | 0.09% | 162 |
|
|
2025
Q2 | $453K | Sell |
10,528
-1,064
| -9% | -$41.6K | 0.09% | 158 |
|
|
2025
Q1 | $477K | Sell |
11,592
-291
| -2% | -$13K | 0.12% | 143 |
|
|
2024
Q4 | $515K | Sell |
11,883
-1,018
| -8% | -$45.4K | 0.13% | 143 |
|
|
2024
Q3 | $552K | Sell |
12,901
-176
| -1% | -$7.43K | 0.14% | 136 |
|
|
2024
Q2 | $508K | Buy |
13,077
+632
| +5% | +$23.9K | 0.12% | 146 |
|
|
2024
Q1 | $485K | Sell |
12,445
-235
| -2% | -$8.6K | 0.12% | 140 |
|
|
2023
Q4 | $468K | Sell |
12,680
-232
| -2% | -$7.28K | 0.13% | 132 |
|
|
2023
Q3 | $369K | Buy |
12,912
+3,604
| +39% | +$111K | 0.12% | 144 |
|
|
2023
Q2 | $282K | Buy |
9,308
+3,309
| +55% | +$103K | 0.08% | 192 |
|
|
2023
Q1 | $205K | Sell |
5,999
-950
| -14% | -$41.5K | 0.06% | 229 |
|
|
2022
Q4 | $299K | Buy |
+6,949
| New | +$305K | 0.1% | 175 |
|
|
2022
Q2 | $276K | Sell |
5,826
-136
| -2% | -$6.71K | 0.11% | 153 |
|
|
2022
Q1 | $338K | Sell |
5,962
-281
| -5% | -$17.4K | 0.13% | 150 |
|
|
2021
Q4 | $366K | Hold |
6,243
| – | – | 0.14% | 151 |
|
|
2021
Q3 | $366K | Hold |
6,243
| – | – | 0.15% | 139 |
|
|
2021
Q2 | $346K | Sell |
6,243
-1,440
| -19% | -$84.6K | 0.14% | 143 |
|
|
2021
Q1 | $448K | Sell |
7,683
-1,249
| -14% | -$68.5K | 0.19% | 111 |
|
|
2020
Q4 | $428K | Sell |
8,932
-452
| -5% | -$20.5K | 0.19% | 112 |
|
|
2020
Q3 | $357K | Sell |
9,384
-260
| -3% | -$9.8K | 0.18% | 113 |
|
|
2020
Q2 | $362K | Sell |
9,644
-774
| -7% | -$27.9K | 0.21% | 110 |
|
|
2020
Q1 | $321K | Buy |
10,418
+3,560
| +52% | +$168K | 0.27% | 87 |
|
|
2019
Q4 | $386K | Sell |
6,858
-2,321
| -25% | -$126K | 0.35% | 69 |
|
|
2019
Q3 | $490K | Buy |
9,179
+17
| +0.2% | +$842 | 0.45% | 57 |
|
|
2019
Q2 | $450K | Buy |
9,162
+15
| +0.2% | +$735 | 0.41% | 61 |
|
|
2019
Q1 | $426K | Sell |
9,147
-2,613
| -22% | -$127K | 0.39% | 64 |
|
|
2018
Q4 | $509K | Sell |
11,760
-860
| -7% | -$41.3K | 0.54% | 47 |
|
|
2018
Q3 | $613K | Buy |
12,620
+14
| +0.1% | +$718 | 0.54% | 42 |
|
|
2018
Q2 | $636K | Buy |
+12,606
| New | +$670K | 0.62% | 35 |
|
|
2018
Q1 | – | Sell |
-14,524
| Closed | -$722K | – | 103 |
|
|
2017
Q4 | $722K | Buy |
+14,524
| New | +$701K | 0.75% | 28 |
|
Other funds holding TFC
VCM
VPM
Quadrant Private Wealth Management's TFC Position: Q1 2026 in Review
Quadrant Private Wealth Management reduced its Truist Financial (TFC) stake by 15% in Q1 2026, selling an estimated $79.2K and leaving 9,043 shares worth $416K. The position accounts for 0.06% of the portfolio, ranked #198.
Quadrant Private Wealth Management first reported a position in TFC in Q4 2017 and has held it in 32 quarters since. The position peaked at $722K in Q4 2017. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Quadrant Private Wealth Management held 9,043 shares of Truist Financial worth $416K as of Q1 2026.
- Quadrant Private Wealth Management sold 1,603 Truist Financial shares in Q1 2026, an estimated $79.2K.
- Truist Financial made up 0.06% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #198 holding.
- Quadrant Private Wealth Management first reported a position in Truist Financial in Q4 2017 and has held it in 32 quarters since.
- Quadrant Private Wealth Management's Truist Financial position peaked at $722K in Q4 2017.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.