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Stone House Investment Management’s Truist Financial TFC Stock Holding History

Stone House Investment 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 		$21.7K Buy
473
+193
+69% +$9.54K ﹤0.01% 270
2025
Q4 		$13.8K Buy
280
+8
+3% +$368 ﹤0.01% 289
2025
Q3 		$12.4K Buy
272
+14
+5% +$631 ﹤0.01% 265
2025
Q2 		$11.1K Sell
258
-159
-38% -$6.22K ﹤0.01% 257
2025
Q1 		$17.2K Buy
+417
New +$18.6K ﹤0.01% 221
2024
Q4 		– Sell
-212
Closed -$9.07K – 313
2024
Q3 		$9.07K Hold
212
– – ﹤0.01% 228
2024
Q2 		$8.24K Sell
212
-99
-32% -$3.74K ﹤0.01% 238
2024
Q1 		$12.1K Buy
+311
New +$11.4K ﹤0.01% 219

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

Stone House Investment Management's TFC Position: Q1 2026 in Review

Stone House Investment Management increased its Truist Financial (TFC) stake by 69% in Q1 2026, buying an estimated $9.54K and bringing the position to 473 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Stone House Investment Management first reported a position in TFC in Q1 2024 and has held it in 8 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Stone House Investment Management held 473 shares of Truist Financial worth $21.7K as of Q1 2026.
  • Stone House Investment Management bought 193 Truist Financial shares in Q1 2026, an estimated $9.54K.
  • Truist Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #270 holding.
  • Stone House Investment Management first reported a position in Truist Financial in Q1 2024 and has held it in 8 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.