SPC
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Sigma Planning Corp’s Truist Financial TFC Stock Holding History

Sigma Planning Corp’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 		$593K Buy
12,892
+84
+0.7% +$4.15K 0.02% 767
2025
Q4 		$630K Sell
12,808
-1,300
-9% -$59.9K 0.02% 716
2025
Q3 		$645K Sell
14,108
-1,797
-11% -$81K 0.02% 705
2025
Q2 		$684K Sell
15,905
-4,724
-23% -$185K 0.02% 655
2025
Q1 		$849K Buy
20,629
+5
+0% +$223 0.03% 542
2024
Q4 		$895K Buy
20,624
+157
+0.8% +$7.01K 0.03% 529
2024
Q3 		$875K Buy
20,467
+1,106
+6% +$46.7K 0.03% 544
2024
Q2 		$752K Buy
19,361
+3,885
+25% +$147K 0.02% 570
2024
Q1 		$603K Buy
15,476
+6,999
+83% +$256K 0.02% 687
2023
Q4 		$313K Sell
8,477
-3,184
-27% -$100K 0.02% 608
2023
Q3 		$334K Buy
11,661
+1,271
+12% +$39.1K 0.01% 880
2023
Q2 		$315K Buy
10,390
+1,212
+13% +$37.6K 0.01% 914
2023
Q1 		$313K Buy
9,178
+881
+11% +$38.5K 0.01% 989
2022
Q4 		$357K Sell
8,297
-1,744
-17% -$76.5K 0.01% 899
2022
Q3 		$437K Buy
10,041
+169
+2% +$8.13K 0.02% 787
2022
Q2 		$468K Sell
9,872
-1,935
-16% -$95.4K 0.02% 782
2022
Q1 		$670K Buy
11,807
+1,629
+16% +$101K 0.02% 711
2021
Q4 		$596K Sell
10,178
-65
-0.6% -$3.97K 0.02% 776
2021
Q3 		$601K Buy
10,243
+3,486
+52% +$195K 0.02% 735
2021
Q2 		$375K Sell
6,757
-277
-4% -$16.3K 0.01% 967
2021
Q1 		$410K Sell
7,034
-169
-2% -$9.26K 0.01% 854
2020
Q4 		$345K Sell
7,203
-433
-6% -$19.6K 0.01% 830
2020
Q3 		$291K Sell
7,636
-473
-6% -$17.8K 0.01% 804
2020
Q2 		$305K Sell
8,109
-245
-3% -$8.82K 0.01% 770
2020
Q1 		$258K Sell
8,354
-1,748
-17% -$82.7K 0.02% 699
2019
Q4 		$569K Buy
+10,102
New +$547K 0.02% 559
2017
Q1 		– Sell
-4,321
Closed -$203K – 816
2016
Q4 		$203K Buy
+4,321
New +$184K 0.02% 641

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

Sigma Planning Corp's TFC Position: Q1 2026 in Review

Sigma Planning Corp increased its Truist Financial (TFC) stake by 0.66% in Q1 2026, buying an estimated $4.15K and bringing the position to 12,892 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #767.

Sigma Planning Corp first reported a position in TFC in Q4 2016 and has held it in 27 quarters since. The position peaked at $895K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Sigma Planning Corp held 12,892 shares of Truist Financial worth $593K as of Q1 2026.
  • Sigma Planning Corp bought 84 Truist Financial shares in Q1 2026, an estimated $4.15K.
  • Truist Financial made up 0.02% of Sigma Planning Corp's portfolio in Q1 2026, its #767 holding.
  • Sigma Planning Corp first reported a position in Truist Financial in Q4 2016 and has held it in 27 quarters since.
  • Sigma Planning Corp's Truist Financial position peaked at $895K in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.