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Simplicity Wealth’s Truist Financial TFC Stock Holding History

Simplicity Wealth’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 		$636K Buy
13,838
+1,997
+17% +$98.7K 0.04% 401
2025
Q4 		$583K Buy
11,841
+387
+3% +$17.8K 0.03% 393
2025
Q3 		$524K Sell
11,454
-3,140
-22% -$142K 0.03% 428
2025
Q2 		$627K Buy
+14,594
New +$571K 0.03% 410
2024
Q3 		– Sell
-34,678
Closed -$1.35M – 1126
2024
Q2 		$1.35M Buy
34,678
+980
+3% +$37K 0.03% 441
2024
Q1 		$1.31M Buy
+33,698
New +$1.23M 0.03% 451

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

Simplicity Wealth's TFC Position: Q1 2026 in Review

Simplicity Wealth increased its Truist Financial (TFC) stake by 17% in Q1 2026, buying an estimated $98.7K and bringing the position to 13,838 shares worth $636K. The position accounts for 0.04% of the portfolio, ranked #401.

Simplicity Wealth first reported a position in TFC in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.35M in Q2 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Simplicity Wealth held 13,838 shares of Truist Financial worth $636K as of Q1 2026.
  • Simplicity Wealth bought 1,997 Truist Financial shares in Q1 2026, an estimated $98.7K.
  • Truist Financial made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #401 holding.
  • Simplicity Wealth first reported a position in Truist Financial in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Truist Financial position peaked at $1.35M in Q2 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.