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RMG Wealth Management’s Truist Financial TFC Stock Holding History

RMG 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 		$5.42K Buy
113
+63
+126% +$3.11K ﹤0.01% 374
2025
Q4 		$2.52K Hold
50
– – ﹤0.01% 347
2025
Q3 		$2.21K Hold
50
– – ﹤0.01% 282
2025
Q2 		$2.22K Buy
+50
New +$1.96K ﹤0.01% 289

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

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

RMG Wealth Management increased its Truist Financial (TFC) stake by 126% in Q1 2026, buying an estimated $3.11K and bringing the position to 113 shares worth $5.42K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

RMG Wealth Management first reported a position in TFC in Q2 2025 and has held it in 4 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • RMG Wealth Management held 113 shares of Truist Financial worth $5.42K as of Q1 2026.
  • RMG Wealth Management bought 63 Truist Financial shares in Q1 2026, an estimated $3.11K.
  • Truist Financial made up ﹤0.01% of RMG Wealth Management's portfolio in Q1 2026, its #374 holding.
  • RMG Wealth Management first reported a position in Truist Financial in Q2 2025 and has held it in 4 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.