RFP Financial Group’s Truist Financial TFC Stock Holding History

RFP Financial 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	$449K	Sell	9,760 -63	-0.6%	-$3.11K	0.24%	38
2025 Q4	$483K	Sell	9,823 -3,143	-24%	-$145K	0.23%	40
2025 Q3	$586K	Buy	12,966 +152	+1%	+$6.85K	0.24%	53
2025 Q2	$551K	Sell	12,814 -6,262	-33%	-$245K	0.23%	58
2025 Q1	$785K	Sell	19,076 -43	-0.2%	-$1.92K	0.32%	50
2024 Q4	$829K	Sell	19,119 -5,217	-21%	-$233K	0.32%	47
2024 Q3	$1.04M	Buy	24,336 +71	+0.3%	+$3K	0.34%	42
2024 Q2	$943K	Sell	24,265 -67	-0.3%	-$2.53K	0.35%	48
2024 Q1	$948K	Buy	24,332 +1,037	+4%	+$37.9K	0.37%	44
2023 Q4	$860K	Sell	23,295 -2,677	-10%	-$84K	0.35%	43
2023 Q3	$743K	Sell	25,972 -4,225	-14%	-$130K	0.33%	46
2023 Q2	$916K	Buy	30,197 +22,500	+292%	+$699K	0.37%	46
2023 Q1	$262K	Sell	7,697 -26,454	-77%	-$1.15M	0.3%	32
2022 Q4	$1.47M	Buy	+34,151	New	+$1.5M	0.66%	29

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RFP Financial Group's TFC Position: Q1 2026 in Review

RFP Financial Group reduced its Truist Financial (TFC) stake by 0.64% in Q1 2026, selling an estimated $3.11K and leaving 9,760 shares worth $449K. The position accounts for 0.24% of the portfolio, ranked #38.

RFP Financial Group first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

RFP Financial Group held 9,760 shares of Truist Financial worth $449K as of Q1 2026.
RFP Financial Group sold 63 Truist Financial shares in Q1 2026, an estimated $3.11K.
Truist Financial made up 0.24% of RFP Financial Group's portfolio in Q1 2026, its #38 holding.
RFP Financial Group first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
RFP Financial Group's Truist Financial position peaked at $1.47M in Q4 2022.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on RFP Financial Group's 13F filing for Q1 2026, filed 13 May 2026.