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RKL Wealth Management’s Truist Financial TFC Stock Holding History

RKL Wealth Management’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 		$678K Sell
14,749
-1,998
-12% -$98.7K 0.06% 108
2025
Q4 		$824K Buy
16,747
+6,309
+60% +$291K 0.07% 108
2025
Q3 		$477K Sell
10,438
-2,267
-18% -$102K 0.04% 128
2025
Q2 		$546K Sell
12,705
-202
-2% -$7.9K 0.05% 122
2025
Q1 		$531K Buy
12,907
+3
+0% +$134 0.05% 117
2024
Q4 		$560K Buy
12,904
+4,456
+53% +$199K 0.05% 119
2024
Q3 		$361K Sell
8,448
-30,683
-78% -$1.3M 0.03% 121
2024
Q2 		$1.52M Buy
39,131
+1,119
+3% +$42.3K 0.15% 66
2024
Q1 		$1.48M Buy
38,012
+814
+2% +$29.8K 0.15% 67
2023
Q4 		$1.37M Buy
37,198
+797
+2% +$25K 0.15% 69
2023
Q3 		$1.04M Sell
36,401
-308
-0.8% -$9.47K 0.13% 74
2023
Q2 		$1.11M Buy
36,709
+505
+1% +$15.7K 0.13% 73
2023
Q1 		$1.23M Buy
36,204
+579
+2% +$25.3K 0.16% 68
2022
Q4 		$1.53M Sell
35,625
-1,060
-3% -$46.5K 0.2% 65
2022
Q3 		$1.6M Buy
36,685
+501
+1% +$24.1K 0.23% 59
2022
Q2 		$1.72M Buy
36,184
+1,265
+4% +$62.4K 0.24% 56
2022
Q1 		$1.98M Buy
34,919
+4,669
+15% +$288K 0.24% 56
2021
Q4 		$1.77M Sell
30,250
-25,098
-45% -$1.53M 0.21% 61
2021
Q3 		$3.25M Buy
55,348
+253
+0.5% +$14.1K 0.41% 40
2021
Q2 		$3.06M Buy
55,095
+651
+1% +$38.2K 0.39% 41
2021
Q1 		$3.17M Sell
54,444
-465
-0.8% -$25.5K 0.43% 39
2020
Q4 		$2.63M Sell
54,909
-1,219
-2% -$55.2K 0.37% 41
2020
Q3 		$2.14M Buy
56,128
+1,233
+2% +$46.5K 0.34% 45
2020
Q2 		$2.06M Buy
54,895
+1,414
+3% +$50.9K 0.35% 46
2020
Q1 		$1.65M Sell
53,481
-644
-1% -$30.5K 0.35% 46
2019
Q4 		$3.05M Buy
54,125
+22,916
+73% +$1.24M 0.55% 38
2019
Q3 		$1.66M Sell
31,209
-19
-0.1% -$942 0.32% 54
2019
Q2 		$1.53M Sell
31,228
-2,304
-7% -$113K 0.28% 59
2019
Q1 		$1.56M Buy
33,532
+159
+0.5% +$7.76K 0.31% 55
2018
Q4 		$1.44M Buy
33,373
+80
+0.2% +$3.84K 0.33% 54
2018
Q3 		$1.62M Sell
33,293
-196
-0.6% -$10.1K 0.34% 56
2018
Q2 		$1.69M Buy
33,489
+2,212
+7% +$118K 0.38% 52
2018
Q1 		$1.63M Sell
31,277
-857
-3% -$46.2K 0.38% 54
2017
Q4 		$1.6M Sell
32,134
-23,633
-42% -$1.14M 0.39% 55
2017
Q3 		$2.1M Buy
55,767
+23,854
+75% +$1.1M 0.59% 45
2017
Q2 		$1.45M Sell
31,913
-1,708
-5% -$74.2K 0.46% 50
2017
Q1 		$1.5M Buy
33,621
+967
+3% +$45.2K 0.6% 42
2016
Q4 		$1.53M Buy
32,654
+19
+0.1% +$808 0.74% 37
2016
Q3 		$1.23M Buy
32,635
+1,973
+6% +$73.5K 0.62% 40
2016
Q2 		$1.1M Buy
+30,662
New +$1.07M 0.57% 38

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

RKL Wealth Management's TFC Position: Q1 2026 in Review

RKL Wealth Management reduced its Truist Financial (TFC) stake by 12% in Q1 2026, selling an estimated $98.7K and leaving 14,749 shares worth $678K. The position accounts for 0.06% of the portfolio, ranked #108.

RKL Wealth Management first reported a position in TFC in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.25M in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • RKL Wealth Management held 14,749 shares of Truist Financial worth $678K as of Q1 2026.
  • RKL Wealth Management sold 1,998 Truist Financial shares in Q1 2026, an estimated $98.7K.
  • Truist Financial made up 0.06% of RKL Wealth Management's portfolio in Q1 2026, its #108 holding.
  • RKL Wealth Management first reported a position in Truist Financial in Q2 2016 and has held it in 40 quarters since.
  • RKL Wealth Management's Truist Financial position peaked at $3.25M in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on RKL Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.