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Shepherd Financial Partners’s Truist Financial TFC Stock Holding History

Shepherd 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 		$557K Buy
12,118
+78
+0.6% +$3.85K 0.05% 150
2025
Q4 		$592K Buy
12,040
+125
+1% +$5.76K 0.05% 147
2025
Q3 		$545K Buy
11,915
+25
+0.2% +$1.13K 0.05% 154
2025
Q2 		$511K Sell
11,890
-202
-2% -$7.9K 0.05% 156
2025
Q1 		$498K Buy
12,092
+1,615
+15% +$72K 0.06% 152
2024
Q4 		$454K Buy
10,477
+321
+3% +$14.3K 0.05% 148
2024
Q3 		$434K Buy
10,156
+763
+8% +$32.2K 0.05% 155
2024
Q2 		$365K Buy
9,393
+253
+3% +$9.56K 0.05% 167
2024
Q1 		$356K Sell
9,140
-1,518
-14% -$55.5K 0.05% 171
2023
Q4 		$394K Sell
10,658
-13,149
-55% -$413K 0.06% 159
2023
Q3 		$681K Buy
23,807
+245
+1% +$7.53K 0.11% 111
2023
Q2 		$715K Buy
23,562
+2,438
+12% +$75.7K 0.11% 109
2023
Q1 		$720K Buy
21,124
+53
+0.3% +$2.31K 0.12% 104
2022
Q4 		$907K Buy
21,071
+89
+0.4% +$3.9K 0.16% 85
2022
Q3 		$914K Buy
20,982
+340
+2% +$16.4K 0.18% 83
2022
Q2 		$979K Buy
20,642
+2,192
+12% +$108K 0.19% 77
2022
Q1 		$1.05M Sell
18,450
-297
-2% -$18.3K 0.19% 87
2021
Q4 		$1.1M Buy
18,747
+1,056
+6% +$64.5K 0.19% 86
2021
Q3 		$1.04M Buy
17,691
+773
+5% +$43.2K 0.2% 86
2021
Q2 		$939K Buy
16,918
+792
+5% +$46.5K 0.18% 89
2021
Q1 		$940K Buy
16,126
+975
+6% +$53.4K 0.21% 89
2020
Q4 		$727K Buy
15,151
+1,775
+13% +$80.4K 0.17% 96
2020
Q3 		$509K Sell
13,376
-207
-2% -$7.8K 0.12% 94
2020
Q2 		$510K Sell
13,583
-647
-5% -$23.3K 0.14% 87
2020
Q1 		$438K Sell
14,230
-16,327
-53% -$772K 0.15% 86
2019
Q4 		$1.72M Buy
+30,557
New +$1.65M 0.4% 44

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

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

Shepherd Financial Partners increased its Truist Financial (TFC) stake by 0.65% in Q1 2026, buying an estimated $3.85K and bringing the position to 12,118 shares worth $557K. The position accounts for 0.05% of the portfolio, ranked #150.

Shepherd Financial Partners first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.72M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Shepherd Financial Partners held 12,118 shares of Truist Financial worth $557K as of Q1 2026.
  • Shepherd Financial Partners bought 78 Truist Financial shares in Q1 2026, an estimated $3.85K.
  • Truist Financial made up 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #150 holding.
  • Shepherd Financial Partners first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Shepherd Financial Partners's Truist Financial position peaked at $1.72M in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.