Root Financial Partners
TFC icon

Root Financial Partners’s Truist Financial TFC Stock Holding History

Root Financial Partners’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
Q3 		$137K Buy
+2,956
New +$150K ﹤0.01% 587
2026
Q2 		– Sell
-3,464
Closed -$159K – 2896
2026
Q1 		$159K Buy
3,464
+1,201
+53% +$59.3K 0.01% 396
2025
Q4 		$111K Buy
2,263
+13
+0.6% +$599 0.01% 431
2025
Q3 		$103K Buy
+2,250
New +$101K 0.01% 434

Other funds holding TFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Root Financial Partners's TFC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Truist Financial (TFC) in Q3 2026: 2,956 shares worth $137K. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in TFC as recently as Q1 2026.

Root Financial Partners first reported a position in TFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $159K in Q1 2026. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Root Financial Partners held 2,956 shares of Truist Financial worth $137K as of Q3 2026.
  • Truist Financial was a new Root Financial Partners position in Q3 2026.
  • Truist Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #587 holding.
  • Root Financial Partners first reported a position in Truist Financial in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Truist Financial position peaked at $159K in Q1 2026.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.