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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
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 $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

Root Financial Partners's TFC Position: Q1 2026 in Review

Root Financial Partners increased its Truist Financial (TFC) stake by 53% in Q1 2026, buying an estimated $59.3K and bringing the position to 3,464 shares worth $159K. The position accounts for 0.01% of the portfolio, ranked #396.

Root Financial Partners first reported a position in TFC in Q3 2025 and has held it in 3 quarters since. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Root Financial Partners held 3,464 shares of Truist Financial worth $159K as of Q1 2026.
  • Root Financial Partners bought 1,201 Truist Financial shares in Q1 2026, an estimated $59.3K.
  • Truist Financial made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #396 holding.
  • Root Financial Partners first reported a position in Truist Financial in Q3 2025 and has held it in 3 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.