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Strategic Wealth Investment Group’s Truist Financial TFC Stock Holding History

Strategic Wealth Investment Group’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 		$247K Sell
5,373
-354
-6% -$17.5K 0.03% 87
2025
Q4 		$282K Sell
5,727
-372
-6% -$17.1K 0.03% 81
2025
Q3 		$279K Buy
+6,099
New +$275K 0.02% 109
2025
Q1 		– Sell
-5,941
Closed -$258K – 108
2024
Q4 		$258K Sell
5,941
-63
-1% -$2.81K 0.03% 119
2024
Q3 		$251K Buy
6,004
+177
+3% +$7.47K 0.03% 119
2024
Q2 		$229K Buy
+5,827
New +$220K 0.03% 126
2023
Q4 		$212K Buy
+5,737
New +$180K 0.03% 125
2023
Q1 		– Sell
-5,205
Closed -$238K – 141
2022
Q4 		$238K Sell
5,205
-93
-2% -$4.08K 0.06% 108
2022
Q3 		$231K Sell
5,298
-436
-8% -$21K 0.07% 94
2022
Q2 		$272K Buy
5,734
+980
+21% +$48.3K 0.07% 112
2022
Q1 		$270K Buy
+4,754
New +$294K 0.06% 84
2021
Q4 		– Sell
-4,483
Closed -$263K – 101
2021
Q3 		$263K Buy
4,483
+25
+0.6% +$1.4K 0.08% 73
2021
Q2 		$247K Buy
4,458
+194
+5% +$11.4K 0.09% 73
2021
Q1 		$249K Buy
4,264
+33
+0.8% +$1.81K 0.12% 66
2020
Q4 		$203K Buy
+4,231
New +$192K 0.12% 74
2020
Q1 		– Sell
-6,972
Closed -$393K – 56
2019
Q4 		$393K Buy
+6,972
New +$378K 0.41% 38

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 Wealth Investment Group's TFC Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its Truist Financial (TFC) stake by 6.2% in Q1 2026, selling an estimated $17.5K and leaving 5,373 shares worth $247K. The position accounts for 0.03% of the portfolio, ranked #87.

Strategic Wealth Investment Group first reported a position in TFC in Q4 2019 and has held it in 16 quarters since. The position peaked at $393K in Q4 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Strategic Wealth Investment Group held 5,373 shares of Truist Financial worth $247K as of Q1 2026.
  • Strategic Wealth Investment Group sold 354 Truist Financial shares in Q1 2026, an estimated $17.5K.
  • Truist Financial made up 0.03% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #87 holding.
  • Strategic Wealth Investment Group first reported a position in Truist Financial in Q4 2019 and has held it in 16 quarters since.
  • Strategic Wealth Investment Group's Truist Financial position peaked at $393K in Q4 2019.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.