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Signature Wealth Management Group’s Truist Financial TFC Stock Holding History

Signature Wealth Management Group’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 		$4.14M Sell
90,031
-569
-0.6% -$28.1K 1.57% 28
2025
Q4 		$4.46M Sell
90,600
-679
-0.7% -$31.3K 1.82% 20
2025
Q3 		$4.17M Buy
91,279
+2,306
+3% +$104K 1.62% 22
2025
Q2 		$3.82M Sell
88,973
-545
-0.6% -$21.3K 1.51% 28
2025
Q1 		$3.68M Buy
89,518
+1,362
+2% +$60.7K 1.44% 29
2024
Q4 		$3.82M Buy
88,156
+735
+0.8% +$32.8K 1.54% 27
2024
Q3 		$3.74M Sell
87,421
-519
-0.6% -$21.9K 1.5% 30
2024
Q2 		$3.42M Buy
87,940
+992
+1% +$37.5K 1.5% 29
2024
Q1 		$3.2M Buy
86,948
+4,879
+6% +$178K 1.46% 32
2023
Q4 		$3.03M Buy
+82,069
New +$2.58M 1.4% 32
2023
Q2 		$2.36M Buy
77,682
+3,345
+4% +$104K 1.1% 39
2023
Q1 		$2.53M Buy
74,337
+758
+1% +$33.1K 1.2% 36
2022
Q4 		$3.17M Buy
73,579
+364
+0.5% +$16K 1.55% 31
2022
Q3 		$3.19M Buy
73,215
+2,309
+3% +$111K 1.62% 29
2022
Q2 		$3.36M Buy
70,906
+1,858
+3% +$91.6K 1.63% 28
2022
Q1 		$3.92M Buy
69,048
+3,213
+5% +$198K 1.76% 19
2021
Q4 		$3.85M Sell
65,835
-2,803
-4% -$171K 1.94% 14
2021
Q3 		$4.03M Sell
68,638
-877
-1% -$49K 2.24% 5
2021
Q2 		$3.86M Sell
69,515
-964
-1% -$56.6K 2.15% 9
2021
Q1 		$4.11M Sell
70,479
-2,173
-3% -$119K 2.42% 4
2020
Q4 		$3.48M Buy
72,652
+1,728
+2% +$78.2K 2.2% 11
2020
Q3 		$2.7M Buy
70,924
+443
+0.6% +$16.7K 1.94% 27
2020
Q2 		$2.65M Buy
70,481
+56,427
+402% +$2.03M 2.02% 26
2020
Q1 		$433K Sell
14,054
-188
-1% -$8.89K 0.38% 61
2019
Q4 		$802K Buy
+14,242
New +$771K 0.51% 46
2019
Q2 		– Sell
-64,135
Closed -$2.98M – 80
2019
Q1 		$2.98M Buy
64,135
+898
+1% +$43.8K 2.09% 23
2018
Q4 		$2.74M Sell
63,237
-768
-1% -$36.9K 2.13% 22
2018
Q3 		$3.06M Buy
64,005
+61,871
+2,899% +$3.17M 2.27% 17
2018
Q2 		$108K Hold
2,134
– – 0.08% 79
2018
Q1 		$111K Hold
2,134
– – 0.09% 77
2017
Q4 		$106K Buy
+2,134
New +$103K 0.08% 76

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

Signature Wealth Management Group's TFC Position: Q1 2026 in Review

Signature Wealth Management Group reduced its Truist Financial (TFC) stake by 0.63% in Q1 2026, selling an estimated $28.1K and leaving 90,031 shares worth $4.14M. The position accounts for 1.57% of the portfolio, ranked #28.

Signature Wealth Management Group first reported a position in TFC in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.46M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Signature Wealth Management Group held 90,031 shares of Truist Financial worth $4.14M as of Q1 2026.
  • Signature Wealth Management Group sold 569 Truist Financial shares in Q1 2026, an estimated $28.1K.
  • Truist Financial made up 1.57% of Signature Wealth Management Group's portfolio in Q1 2026, its #28 holding.
  • Signature Wealth Management Group first reported a position in Truist Financial in Q4 2017 and has held it in 31 quarters since.
  • Signature Wealth Management Group's Truist Financial position peaked at $4.46M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Signature Wealth Management Group's 13F filing for Q1 2026, filed 1 Apr 2026.