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Rede Wealth’s Truist Financial TFC Stock Holding History

Rede Wealth’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 		$413K Buy
8,978
+3
+0% +$148 0.15% 69
2025
Q4 		$442K Buy
+8,975
New +$413K 0.15% 64
2025
Q3 		– Sell
-9,189
Closed -$395K – 179
2025
Q2 		$395K Buy
9,189
+4
+0% +$157 0.14% 71
2025
Q1 		$378K Sell
9,185
-97
-1% -$4.32K 0.13% 72
2024
Q4 		$403K Sell
9,282
-26
-0.3% -$1.16K 0.15% 65
2024
Q3 		$398K Buy
9,308
+3
+0% +$127 0.15% 68
2024
Q2 		$362K Sell
9,305
-262
-3% -$9.9K 0.33% 66
2024
Q1 		$373K Sell
9,567
-5,392
-36% -$197K 0.16% 63
2023
Q4 		$552K Sell
14,959
-32
-0.2% -$1K 0.26% 49
2023
Q3 		$429K Buy
14,991
+8
+0.1% +$246 0.22% 47
2023
Q2 		$455K Buy
14,983
+8
+0.1% +$248 0.22% 51
2023
Q1 		$511K Buy
14,975
+18
+0.1% +$786 0.27% 44
2022
Q4 		$644K Buy
14,957
+2,966
+25% +$130K 0.34% 35
2022
Q3 		$522K Buy
11,991
+5
+0% +$241 0.31% 41
2022
Q2 		$569K Buy
11,986
+37
+0.3% +$1.82K 0.33% 40
2022
Q1 		$678K Buy
11,949
+3
+0% +$185 0.32% 43
2021
Q4 		$699K Sell
11,946
-18,331
-61% -$1.12M 0.35% 42
2021
Q3 		$1.78M Buy
30,277
+4
+0% +$224 0.95% 11
2021
Q2 		$1.68M Buy
30,273
+2
+0% +$117 0.9% 13
2021
Q1 		$1.76M Sell
30,271
-133
-0.4% -$7.29K 1.02% 13
2020
Q4 		$227K Buy
+30,404
New +$1.38M 0.15% 83

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

Rede Wealth's TFC Position: Q1 2026 in Review

Rede Wealth increased its Truist Financial (TFC) stake by 0.03% in Q1 2026, buying an estimated $148 and bringing the position to 8,978 shares worth $413K. The position accounts for 0.15% of the portfolio, ranked #69.

Rede Wealth first reported a position in TFC in Q4 2020 and has held it in 21 quarters since. The position peaked at $1.78M in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Rede Wealth held 8,978 shares of Truist Financial worth $413K as of Q1 2026.
  • Rede Wealth bought 3 Truist Financial shares in Q1 2026, an estimated $148.
  • Truist Financial made up 0.15% of Rede Wealth's portfolio in Q1 2026, its #69 holding.
  • Rede Wealth first reported a position in Truist Financial in Q4 2020 and has held it in 21 quarters since.
  • Rede Wealth's Truist Financial position peaked at $1.78M in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.