RCAG
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Rehmann Capital Advisory Group’s Truist Financial TFC Stock Holding History

Rehmann Capital Advisory Group’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 		$362K Sell
7,875
-441
-5% -$21.8K 0.02% 490
2025
Q4 		$409K Sell
8,316
-1,261
-13% -$58.1K 0.02% 444
2025
Q3 		$438K Sell
9,577
-33
-0.3% -$1.49K 0.02% 413
2025
Q2 		$413K Sell
9,610
-751
-7% -$29.4K 0.03% 393
2025
Q1 		$426K Buy
10,361
+229
+2% +$10.2K 0.03% 396
2024
Q4 		$440K Buy
10,132
+664
+7% +$29.6K 0.03% 383
2024
Q3 		$405K Buy
9,468
+1,265
+15% +$53.4K 0.03% 391
2024
Q2 		$319K Sell
8,203
-400
-5% -$15.1K 0.02% 432
2024
Q1 		$335K Buy
8,603
+746
+9% +$27.3K 0.03% 419
2023
Q4 		$290K Buy
7,857
+808
+11% +$25.4K 0.02% 442
2023
Q3 		$202K Sell
7,049
-2,937
-29% -$90.3K 0.02% 493
2023
Q2 		$303K Sell
9,986
-2,325
-19% -$72.2K 0.03% 419
2023
Q1 		$420K Buy
12,311
+371
+3% +$16.2K 0.04% 334
2022
Q4 		$514K Sell
11,940
-434
-4% -$19K 0.05% 294
2022
Q3 		$539K Sell
12,374
-412
-3% -$19.8K 0.06% 275
2022
Q2 		$606K Sell
12,786
-463
-3% -$22.8K 0.07% 250
2022
Q1 		$751K Sell
13,249
-445
-3% -$27.5K 0.07% 244
2021
Q4 		$802K Sell
13,694
-120
-0.9% -$7.33K 0.07% 233
2021
Q3 		$810K Sell
13,814
-774
-5% -$43.3K 0.08% 223
2021
Q2 		$810K Sell
14,588
-16,515
-53% -$970K 0.08% 218
2021
Q1 		$1.82M Sell
31,103
-332
-1% -$18.2K 0.19% 89
2020
Q4 		$1.51M Sell
31,435
-137
-0.4% -$6.2K 0.17% 102
2020
Q3 		$1.2M Sell
31,572
-2,184
-6% -$82.3K 0.15% 121
2020
Q2 		$1.27M Buy
33,756
+2,908
+9% +$105K 0.17% 108
2020
Q1 		$951K Buy
+30,848
New +$1.46M 0.16% 114
2019
Q3 		$707K Buy
13,255
+1,072
+9% +$53.1K 0.09% 126
2019
Q2 		$599K Buy
12,183
+35
+0.3% +$1.71K 0.07% 215
2019
Q1 		$565K Sell
12,148
-4,877
-29% -$238K 0.08% 200
2018
Q4 		$738K Sell
17,025
-5,320
-24% -$255K 0.11% 96
2018
Q3 		$1.08M Buy
22,345
+751
+3% +$38.5K 0.15% 117
2018
Q2 		$1.09M Buy
21,594
+135
+0.6% +$7.17K 0.16% 111
2018
Q1 		$1.12M Sell
21,459
-101
-0.5% -$5.44K 0.17% 107
2017
Q4 		$1.07M Sell
21,560
-101
-0.5% -$4.88K 0.18% 110
2017
Q3 		$1.02M Buy
21,661
+85
+0.4% +$3.91K 0.18% 109
2017
Q2 		$980K Sell
21,576
-15
-0.1% -$651 0.19% 110
2017
Q1 		$965K Buy
21,591
+100
+0.5% +$4.67K 0.16% 123
2016
Q4 		$1.01M Buy
21,491
+53
+0.2% +$2.25K 0.18% 111
2016
Q3 		$809K Buy
21,438
+112
+0.5% +$4.17K 0.16% 121
2016
Q2 		$759K Buy
21,326
+80
+0.4% +$2.8K 0.14% 131
2016
Q1 		$707K Buy
+21,246
New +$706K 0.14% 124

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

Rehmann Capital Advisory Group's TFC Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its Truist Financial (TFC) stake by 5.3% in Q1 2026, selling an estimated $21.8K and leaving 7,875 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #490.

Rehmann Capital Advisory Group first reported a position in TFC in Q1 2016 and has held it in 40 quarters since. The position peaked at $1.82M in Q1 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Rehmann Capital Advisory Group held 7,875 shares of Truist Financial worth $362K as of Q1 2026.
  • Rehmann Capital Advisory Group sold 441 Truist Financial shares in Q1 2026, an estimated $21.8K.
  • Truist Financial made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #490 holding.
  • Rehmann Capital Advisory Group first reported a position in Truist Financial in Q1 2016 and has held it in 40 quarters since.
  • Rehmann Capital Advisory Group's Truist Financial position peaked at $1.82M in Q1 2021.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.