Stone Summit Wealth’s Truist Financial TFC Stock Holding History

Stone Summit 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	$299K	Sell	6,500 -500	-7%	-$24.7K	0.08%	122
2025 Q4	$344K	Hold	7,000	–	–	0.09%	115
2025 Q3	$320K	Sell	7,000 -400	-5%	-$18K	0.09%	120
2025 Q2	$318K	Hold	7,400	–	–	0.1%	123
2025 Q1	$305K	Hold	7,400	–	–	0.1%	120
2024 Q4	$321K	Hold	7,400	–	–	0.11%	118
2024 Q3	$316K	Sell	7,400 -200	-3%	-$8.45K	0.1%	121
2024 Q2	$295K	Sell	7,600 -400	-5%	-$15.1K	0.11%	120
2024 Q1	$312K	Sell	8,000 -400	-5%	-$14.6K	0.11%	124
2023 Q4	$310K	Sell	8,400 -1,600	-16%	-$50.2K	0.12%	121
2023 Q3	$286K	Sell	10,000 -1,100	-10%	-$33.8K	0.12%	121
2023 Q2	$337K	Sell	11,100 -300	-3%	-$9.32K	0.14%	111
2023 Q1	$389K	Sell	11,400 -382	-3%	-$16.7K	0.17%	98
2022 Q4	$507K	Hold	11,782	–	–	0.25%	85
2022 Q3	$513K	Sell	11,782 -100	-0.8%	-$4.81K	0.32%	80
2022 Q2	$563K	Sell	11,882 -41	-0.3%	-$2.02K	0.34%	75
2022 Q1	$659K	Buy	+11,923	New	+$736K	0.37%	75

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Stone Summit Wealth's TFC Position: Q1 2026 in Review

Stone Summit Wealth reduced its Truist Financial (TFC) stake by 7.1% in Q1 2026, selling an estimated $24.7K and leaving 6,500 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #122.

Stone Summit Wealth first reported a position in TFC in Q1 2022 and has held it in 17 quarters since. The position peaked at $659K in Q1 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Stone Summit Wealth held 6,500 shares of Truist Financial worth $299K as of Q1 2026.
Stone Summit Wealth sold 500 Truist Financial shares in Q1 2026, an estimated $24.7K.
Truist Financial made up 0.08% of Stone Summit Wealth's portfolio in Q1 2026, its #122 holding.
Stone Summit Wealth first reported a position in Truist Financial in Q1 2022 and has held it in 17 quarters since.
Stone Summit Wealth's Truist Financial position peaked at $659K in Q1 2022.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.