SWP
TFC icon

Strategic Wealth Partners’s Truist Financial TFC Stock Holding History

Strategic Wealth Partners’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 		$16.6K Hold
361
– – ﹤0.01% 763
2025
Q4 		$17.8K Buy
361
+150
+71% +$6.91K ﹤0.01% 726
2025
Q3 		$9.65K Hold
211
– – ﹤0.01% 905
2025
Q2 		$9.07K Buy
+211
New +$8.26K ﹤0.01% 804

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 Partners's TFC Position: Q1 2026 in Review

Strategic Wealth Partners held its Truist Financial (TFC) position steady in Q1 2026 at 361 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Strategic Wealth Partners first reported a position in TFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $17.8K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Strategic Wealth Partners held 361 shares of Truist Financial worth $16.6K as of Q1 2026.
  • Strategic Wealth Partners left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #763 holding.
  • Strategic Wealth Partners first reported a position in Truist Financial in Q2 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Truist Financial position peaked at $17.8K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.