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Summit Financial’s Truist Financial TFC Stock Holding History

Summit Financial’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 		$1.06M Buy
23,133
+331
+1% +$16.4K 0.01% 754
2025
Q4 		$1.12M Buy
22,802
+1,914
+9% +$88.1K 0.02% 627
2025
Q3 		$955K Buy
+20,888
New +$942K 0.01% 670

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

Summit Financial's TFC Position: Q1 2026 in Review

Summit Financial increased its Truist Financial (TFC) stake by 1.5% in Q1 2026, buying an estimated $16.4K and bringing the position to 23,133 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #754.

Summit Financial first reported a position in TFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Summit Financial held 23,133 shares of Truist Financial worth $1.06M as of Q1 2026.
  • Summit Financial bought 331 Truist Financial shares in Q1 2026, an estimated $16.4K.
  • Truist Financial made up 0.01% of Summit Financial's portfolio in Q1 2026, its #754 holding.
  • Summit Financial first reported a position in Truist Financial in Q3 2025 and has held it in 3 quarters since.
  • Summit Financial's Truist Financial position peaked at $1.12M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.