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Savvy Advisors Inc’s Truist Financial TFC Stock Holding History

Savvy Advisors Inc’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 		$912K Buy
19,844
+1,928
+11% +$95.3K 0.02% 460
2025
Q4 		$882K Buy
17,916
+3,002
+20% +$138K 0.03% 393
2025
Q3 		$682K Buy
14,914
+2,435
+20% +$110K 0.03% 350
2025
Q2 		$536K Buy
+12,479
New +$488K 0.04% 336

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

Savvy Advisors Inc's TFC Position: Q1 2026 in Review

Savvy Advisors Inc increased its Truist Financial (TFC) stake by 11% in Q1 2026, buying an estimated $95.3K and bringing the position to 19,844 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #460.

Savvy Advisors Inc 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.

  • Savvy Advisors Inc held 19,844 shares of Truist Financial worth $912K as of Q1 2026.
  • Savvy Advisors Inc bought 1,928 Truist Financial shares in Q1 2026, an estimated $95.3K.
  • Truist Financial made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #460 holding.
  • Savvy Advisors Inc 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 Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.