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Summit Securities Group’s Truist Financial TFC Stock Holding History

Summit Securities 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
2022
Q1 		– Sell
-2,000
Closed -$117K – 1350
2021
Q4 		$117K Buy
+2,000
New +$122K 0.01% 676

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 Securities Group's TFC Position: Q1 2026 in Review

Summit Securities Group reduced its Truist Financial (TFC) stake by 99% in Q1 2026, selling an estimated $1.16M and leaving 307 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #596.

Summit Securities Group first reported a position in TFC in Q3 2013 and has held it in 26 quarters since. The position peaked at $1.17M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Summit Securities Group held 307 shares of Truist Financial worth $14.1K as of Q1 2026.
  • Summit Securities Group sold 23,510 Truist Financial shares in Q1 2026, an estimated $1.16M.
  • Truist Financial made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #596 holding.
  • Summit Securities Group first reported a position in Truist Financial in Q3 2013 and has held it in 26 quarters since.
  • Summit Securities Group's Truist Financial position peaked at $1.17M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.