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Steward Partners Investment Advisory’s Truist Financial TFC Stock Holding History

Steward Partners Investment Advisory’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 		$6.17M Buy
134,298
+57,789
+76% +$2.86M 0.03% 441
2025
Q4 		$3.77M Sell
76,509
-143
-0.2% -$6.59K 0.02% 563
2025
Q3 		$3.5M Buy
76,652
+9,418
+14% +$425K 0.02% 579
2025
Q2 		$2.89M Sell
67,234
-4,569
-6% -$179K 0.02% 583
2025
Q1 		$2.95M Sell
71,803
-188,809
-72% -$8.41M 0.03% 536
2024
Q4 		$11.3M Buy
260,612
+207,993
+395% +$9.28M 0.1% 200
2024
Q3 		$2.25M Sell
52,619
-53,747
-51% -$2.27M 0.02% 591
2024
Q2 		$4.13M Buy
106,366
+30,091
+39% +$1.14M 0.04% 375
2024
Q1 		$2.97M Buy
76,275
+29,414
+63% +$1.08M 0.03% 459
2023
Q4 		$1.73M Sell
46,861
-38,372
-45% -$1.2M 0.02% 543
2023
Q3 		$2.44M Buy
85,233
+40,596
+91% +$1.25M 0.04% 415
2023
Q2 		$1.35M Sell
44,637
-3,439
-7% -$107K 0.02% 599
2023
Q1 		$1.64M Buy
48,076
+6,377
+15% +$278K 0.03% 522
2022
Q4 		$1.79M Buy
41,699
+1,628
+4% +$71.4K 0.03% 483
2022
Q3 		$1.75M Sell
40,071
-4,110
-9% -$198K 0.03% 473
2022
Q2 		$2.1M Sell
44,181
-4,255
-9% -$210K 0.04% 422
2022
Q1 		$2.75M Buy
48,436
+195
+0.4% +$12K 0.04% 385
2021
Q4 		$2.83M Buy
48,241
+11,880
+33% +$726K 0.04% 391
2021
Q3 		$2.13M Buy
36,361
+3,187
+10% +$178K 0.04% 439
2021
Q2 		$1.84M Sell
33,174
-4,936
-13% -$290K 0.03% 464
2021
Q1 		$2.22M Buy
38,110
+8,953
+31% +$491K 0.04% 406
2020
Q4 		$1.4M Buy
29,157
+432
+2% +$19.6K 0.03% 456
2020
Q3 		$1.09M Buy
28,725
+2,477
+9% +$93.3K 0.03% 464
2020
Q2 		$986K Buy
26,248
+2,724
+12% +$98.1K 0.03% 452
2020
Q1 		$725K Sell
23,524
-1,090
-4% -$51.5K 0.03% 473
2019
Q4 		$1.39M Buy
24,614
+7,577
+44% +$410K 0.04% 370
2019
Q3 		$909K Sell
17,037
-390
-2% -$19.3K 0.03% 435
2019
Q2 		$856K Buy
17,427
+3,654
+27% +$179K 0.03% 420
2019
Q1 		$640K Buy
13,773
+268
+2% +$13.1K 0.03% 454
2018
Q4 		$585K Buy
13,505
+231
+2% +$11.1K 0.03% 449
2018
Q3 		$644K Sell
13,274
-511
-4% -$26.2K 0.03% 448
2018
Q2 		$695K Sell
13,785
-885
-6% -$47K 0.04% 386
2018
Q1 		$763K Sell
14,670
-14
-0.1% -$754 0.05% 317
2017
Q4 		$730K Sell
14,684
-631
-4% -$30.5K 0.06% 289
2017
Q3 		$718K Sell
15,315
-3,961
-21% -$182K 0.07% 239
2017
Q2 		$875K Buy
19,276
+1,456
+8% +$63.2K 0.1% 197
2017
Q1 		$796K Buy
17,820
+9,475
+114% +$443K 0.12% 152
2016
Q4 		$392K Buy
+8,345
New +$355K 0.18% 125

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

Steward Partners Investment Advisory's TFC Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Truist Financial (TFC) stake by 76% in Q1 2026, buying an estimated $2.86M and bringing the position to 134,298 shares worth $6.17M. The position accounts for 0.03% of the portfolio, ranked #441.

Steward Partners Investment Advisory first reported a position in TFC in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.3M in Q4 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Steward Partners Investment Advisory held 134,298 shares of Truist Financial worth $6.17M as of Q1 2026.
  • Steward Partners Investment Advisory bought 57,789 Truist Financial shares in Q1 2026, an estimated $2.86M.
  • Truist Financial made up 0.03% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #441 holding.
  • Steward Partners Investment Advisory first reported a position in Truist Financial in Q4 2016 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Truist Financial position peaked at $11.3M in Q4 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.