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Strategic Investment Advisors’s Truist Financial TFC Stock Holding History

Strategic Investment 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 		$1.02M Buy
+22,282
New +$1.1M 0.07% 147

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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 Investment Advisors's TFC Position: Q1 2026 in Review

Strategic Investment Advisors opened a new position in Truist Financial (TFC) in Q1 2026: 22,282 shares worth $1.02M. The stake represents 0.07% of the portfolio and ranks #147 among its holdings.

1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Strategic Investment Advisors held 22,282 shares of Truist Financial worth $1.02M as of Q1 2026.
  • Truist Financial was a new Strategic Investment Advisors position in Q1 2026.
  • Truist Financial made up 0.07% of Strategic Investment Advisors's portfolio in Q1 2026, its #147 holding.
  • 1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.