SMA
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Sage Mountain Advisors’s Truist Financial TFC Stock Holding History

Sage Mountain Advisors’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 		$210K Sell
4,579
-8,865
-66% -$438K 0.01% 198
2025
Q4 		$662K Buy
13,444
+1,272
+10% +$58.6K 0.04% 230
2025
Q3 		$556K Buy
12,172
+4,203
+53% +$189K 0.03% 250
2025
Q2 		$343K Sell
7,969
-1,246
-14% -$48.8K 0.02% 299
2025
Q1 		$379K Sell
9,215
-1,369
-13% -$61K 0.03% 267
2024
Q4 		$459K Buy
10,584
+473
+5% +$21.1K 0.03% 225
2024
Q3 		$432K Buy
10,111
+465
+5% +$19.6K 0.04% 222
2024
Q2 		$375K Buy
9,646
+1,547
+19% +$58.4K 0.03% 214
2024
Q1 		$316K Buy
8,099
+113
+1% +$4.13K 0.03% 228
2023
Q4 		$295K Buy
7,986
+26
+0.3% +$816 0.03% 207
2023
Q3 		$228K Buy
7,960
+236
+3% +$7.26K 0.03% 224
2023
Q2 		$234K Buy
7,724
+1,258
+19% +$39.1K 0.03% 220
2023
Q1 		$220K Sell
6,466
-520
-7% -$22.7K 0.04% 214
2022
Q4 		$301K Buy
6,986
+1,532
+28% +$67.2K 0.07% 107
2022
Q3 		$237K Sell
5,454
-530
-9% -$25.5K 0.06% 142
2022
Q2 		$284K Buy
5,984
+118
+2% +$5.82K 0.05% 350
2022
Q1 		$333K Sell
5,866
-932
-14% -$57.6K 0.05% 361
2021
Q4 		$398K Sell
6,798
-2,138
-24% -$131K 0.05% 366
2021
Q3 		$524K Buy
8,936
+2,104
+31% +$118K 0.08% 249
2021
Q2 		$379K Buy
6,832
+162
+2% +$9.52K 0.06% 278
2021
Q1 		$389K Buy
6,670
+841
+14% +$46.1K 0.08% 193
2020
Q4 		$279K Buy
+5,829
New +$264K 0.09% 139

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

Sage Mountain Advisors's TFC Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Truist Financial (TFC) stake by 66% in Q1 2026, selling an estimated $438K and leaving 4,579 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #198.

Sage Mountain Advisors first reported a position in TFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $662K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Sage Mountain Advisors held 4,579 shares of Truist Financial worth $210K as of Q1 2026.
  • Sage Mountain Advisors sold 8,865 Truist Financial shares in Q1 2026, an estimated $438K.
  • Truist Financial made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #198 holding.
  • Sage Mountain Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Truist Financial position peaked at $662K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.