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Strategic Advisors’s Truist Financial TFC Stock Holding History

Strategic Advisors’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 		$724K Sell
15,739
-338
-2% -$16.7K 0.12% 117
2025
Q4 		$791K Sell
16,077
-253
-2% -$11.7K 0.12% 117
2025
Q3 		$747K Sell
16,330
-110
-0.7% -$4.96K 0.12% 118
2025
Q2 		$707K Sell
16,440
-660
-4% -$25.8K 0.14% 101
2025
Q1 		$704K Hold
17,100
– – 0.14% 112
2024
Q4 		$742K Buy
17,100
+1,500
+10% +$66.9K 0.13% 115
2024
Q3 		$667K Hold
15,600
– – 0.12% 124
2024
Q2 		$606K Hold
15,600
– – 0.12% 127
2024
Q1 		$608K Sell
15,600
-5,720
-27% -$209K 0.12% 125
2023
Q4 		$787K Sell
21,320
-483
-2% -$15.2K 0.15% 117
2023
Q3 		$624K Sell
21,803
-9,867
-31% -$303K 0.12% 126
2023
Q2 		$961K Sell
31,670
-3,918
-11% -$122K 0.18% 99
2023
Q1 		$1.21M Buy
35,588
+22
+0.1% +$960 0.25% 82
2022
Q4 		$1.53M Sell
35,566
-1,177
-3% -$51.6K 0.34% 68
2022
Q3 		$1.6M Sell
36,743
-780
-2% -$37.5K 0.35% 65
2022
Q2 		$1.78M Sell
37,523
-2,581
-6% -$127K 0.37% 63
2022
Q1 		$2.27M Sell
40,104
-5,772
-13% -$357K 0.39% 53
2021
Q4 		$2.69M Sell
45,876
-797
-2% -$48.7K 0.38% 60
2021
Q3 		$2.74M Sell
46,673
-1,747
-4% -$97.6K 0.59% 33
2021
Q2 		$2.69M Sell
48,420
-2,450
-5% -$144K 0.7% 32
2021
Q1 		$2.97M Sell
50,870
-350
-0.7% -$19.2K 0.86% 24
2020
Q4 		$2.64M Sell
51,220
-6,927
-12% -$314K 0.76% 29
2020
Q3 		$2.4M Sell
58,147
-8,201
-12% -$309K 0.8% 29
2020
Q2 		$2.47M Buy
66,348
+33,925
+105% +$1.22M 0.92% 24
2020
Q1 		$1.06M Sell
32,423
-981
-3% -$46.4K 0.46% 50
2019
Q4 		$1.88M Buy
33,404
+18
+0.1% +$975 0.66% 42
2019
Q3 		$1.78M Sell
33,386
-1,830
-5% -$90.7K 0.67% 42
2019
Q2 		$1.73M Sell
35,216
-26
-0.1% -$1.27K 0.66% 42
2019
Q1 		$1.64M Sell
35,242
-1,484
-4% -$72.4K 0.63% 43
2018
Q4 		$1.59M Sell
36,726
-884
-2% -$42.4K 0.69% 39
2018
Q3 		$1.83M Buy
37,610
+3,309
+10% +$170K 0.67% 40
2018
Q2 		$1.73M Buy
34,301
+15
+0% +$797 0.69% 39
2018
Q1 		$1.78M Buy
34,286
+1,057
+3% +$56.9K 0.74% 37
2017
Q4 		$1.65M Buy
33,229
+14
+0% +$676 0.68% 41
2017
Q3 		$1.56M Sell
33,215
-199
-0.6% -$9.15K 0.68% 44
2017
Q2 		$1.52M Buy
33,414
+210
+0.6% +$9.12K 0.69% 46
2017
Q1 		$1.48M Sell
33,204
-438
-1% -$20.5K 0.7% 45
2016
Q4 		$1.58M Sell
33,642
-248
-0.7% -$10.5K 0.83% 42
2016
Q3 		$1.28M Buy
33,890
+15
+0% +$559 0.72% 50
2016
Q2 		$1.21M Buy
+33,875
New +$1.18M 0.7% 51

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

Strategic Advisors's TFC Position: Q1 2026 in Review

Strategic Advisors reduced its Truist Financial (TFC) stake by 2.1% in Q1 2026, selling an estimated $16.7K and leaving 15,739 shares worth $724K. The position accounts for 0.12% of the portfolio, ranked #117.

Strategic Advisors first reported a position in TFC in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.97M in Q1 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Strategic Advisors held 15,739 shares of Truist Financial worth $724K as of Q1 2026.
  • Strategic Advisors sold 338 Truist Financial shares in Q1 2026, an estimated $16.7K.
  • Truist Financial made up 0.12% of Strategic Advisors's portfolio in Q1 2026, its #117 holding.
  • Strategic Advisors first reported a position in Truist Financial in Q2 2016 and has held it in 40 quarters since.
  • Strategic Advisors's Truist Financial position peaked at $2.97M in Q1 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.