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Smartleaf Asset Management’s Truist Financial TFC Stock Holding History

Smartleaf Asset Management’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 		$1.28M Buy
28,703
+1,276
+5% +$63.1K 0.05% 351
2025
Q4 		$1.36M Buy
27,427
+3,305
+14% +$152K 0.05% 312
2025
Q3 		$1.11M Buy
24,122
+5,598
+30% +$252K 0.07% 299
2025
Q2 		$789K Sell
18,524
-2,951
-14% -$115K 0.07% 293
2025
Q1 		$869K Buy
21,475
+1,532
+8% +$68.3K 0.08% 259
2024
Q4 		$865K Buy
19,943
+1,724
+9% +$76.9K 0.09% 244
2024
Q3 		$775K Buy
18,219
+2,376
+15% +$100K 0.09% 238
2024
Q2 		$600K Buy
15,843
+3,281
+26% +$124K 0.1% 229
2024
Q1 		$485K Sell
12,562
-1,418
-10% -$51.9K 0.09% 221
2023
Q4 		$519K Buy
+13,980
New +$439K 0.14% 166

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

Smartleaf Asset Management's TFC Position: Q1 2026 in Review

Smartleaf Asset Management increased its Truist Financial (TFC) stake by 4.7% in Q1 2026, buying an estimated $63.1K and bringing the position to 28,703 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #351.

Smartleaf Asset Management first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Smartleaf Asset Management held 28,703 shares of Truist Financial worth $1.28M as of Q1 2026.
  • Smartleaf Asset Management bought 1,276 Truist Financial shares in Q1 2026, an estimated $63.1K.
  • Truist Financial made up 0.05% of Smartleaf Asset Management's portfolio in Q1 2026, its #351 holding.
  • Smartleaf Asset Management first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Truist Financial position peaked at $1.36M in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.