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Smith, Moore & Co’s Truist Financial TFC Stock Holding History

Smith, Moore & Co’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 		$288K Sell
6,267
-108
-2% -$5.34K 0.02% 450
2025
Q4 		$314K Buy
6,375
+588
+10% +$27.1K 0.02% 406
2025
Q3 		$265K Buy
5,787
+423
+8% +$19.1K 0.02% 433
2025
Q2 		$231K Buy
5,364
+8
+0.1% +$313 0.02% 454
2025
Q1 		$220K Buy
+5,356
New +$239K 0.02% 445

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

Smith, Moore & Co's TFC Position: Q1 2026 in Review

Smith, Moore & Co reduced its Truist Financial (TFC) stake by 1.7% in Q1 2026, selling an estimated $5.34K and leaving 6,267 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #450.

Smith, Moore & Co first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $314K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Smith, Moore & Co held 6,267 shares of Truist Financial worth $288K as of Q1 2026.
  • Smith, Moore & Co sold 108 Truist Financial shares in Q1 2026, an estimated $5.34K.
  • Truist Financial made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #450 holding.
  • Smith, Moore & Co first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • Smith, Moore & Co's Truist Financial position peaked at $314K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.