QWP
TFC icon

Quotient Wealth Partners’s Truist Financial TFC Stock Holding History

Quotient 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 		$327K Buy
7,109
+569
+9% +$28.1K 0.01% 266
2025
Q4 		$322K Buy
6,540
+253
+4% +$11.7K 0.01% 266
2025
Q3 		$287K Buy
6,287
+89
+1% +$4.01K 0.01% 281
2025
Q2 		$266K Sell
6,198
-539
-8% -$21.1K 0.01% 289
2025
Q1 		$277K Buy
6,737
+209
+3% +$9.31K 0.01% 268
2024
Q4 		$283K Sell
6,528
-223
-3% -$9.95K 0.01% 257
2024
Q3 		$289K Buy
6,751
+691
+11% +$29.2K 0.01% 253
2024
Q2 		$235K Sell
6,060
-87
-1% -$3.29K 0.01% 280
2024
Q1 		$240K Sell
6,147
-3,817
-38% -$140K 0.01% 269
2023
Q4 		$368K Buy
+9,964
New +$313K 0.01% 205

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

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

Quotient Wealth Partners increased its Truist Financial (TFC) stake by 8.7% in Q1 2026, buying an estimated $28.1K and bringing the position to 7,109 shares worth $327K. The position accounts for 0.01% of the portfolio, ranked #266.

Quotient Wealth Partners first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $368K in Q4 2023. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Quotient Wealth Partners held 7,109 shares of Truist Financial worth $327K as of Q1 2026.
  • Quotient Wealth Partners bought 569 Truist Financial shares in Q1 2026, an estimated $28.1K.
  • Truist Financial made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #266 holding.
  • Quotient Wealth Partners first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Truist Financial position peaked at $368K in Q4 2023.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.