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Summit Trail Advisors’s Truist Financial TFC Stock Holding History

Summit Trail 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 		$1.71M Buy
37,233
+5,072
+16% +$251K 0.02% 641
2025
Q4 		$1.58M Sell
32,161
-1,148
-3% -$52.9K 0.03% 552
2025
Q3 		$1.52M Buy
33,309
+2,986
+10% +$135K 0.02% 595
2025
Q2 		$1.3M Buy
30,323
+7,581
+33% +$297K 0.02% 381
2025
Q1 		$936K Buy
22,742
+4,714
+26% +$210K 0.03% 167
2024
Q4 		$782K Buy
18,028
+2,799
+18% +$125K 0.03% 161
2024
Q3 		$651K Buy
15,229
+1,081
+8% +$45.7K 0.02% 345
2024
Q2 		$550K Buy
14,148
+4,037
+40% +$152K 0.01% 355
2024
Q1 		$394K Buy
10,111
+129
+1% +$4.72K 0.01% 390
2023
Q4 		$369K Buy
9,982
+68
+0.7% +$2.13K 0.01% 344
2023
Q3 		$284K Buy
9,914
+419
+4% +$12.9K 0.01% 390
2023
Q2 		$288K Sell
9,495
-1,073
-10% -$33.3K 0.01% 385
2023
Q1 		$360K Buy
10,568
+1,624
+18% +$70.9K 0.01% 285
2022
Q4 		$385K Sell
8,944
-115
-1% -$5.04K 0.02% 227
2022
Q3 		$394K Buy
9,059
+1,010
+13% +$48.6K 0.02% 216
2022
Q2 		$382K Sell
8,049
-168
-2% -$8.29K 0.02% 229
2022
Q1 		$466K Buy
+8,217
New +$508K 0.04% 184
2018
Q4 		– Sell
-3,030
Closed -$147K – 213
2018
Q3 		$147K Buy
+3,030
New +$155K 0.03% 220
2018
Q1 		– Sell
-3,209
Closed -$175K – 1527
2017
Q4 		$175K Buy
+3,209
New +$155K 0.02% 471

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 Trail Advisors's TFC Position: Q1 2026 in Review

Summit Trail Advisors increased its Truist Financial (TFC) stake by 16% in Q1 2026, buying an estimated $251K and bringing the position to 37,233 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #641.

Summit Trail Advisors first reported a position in TFC in Q4 2017 and has held it in 19 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Summit Trail Advisors held 37,233 shares of Truist Financial worth $1.71M as of Q1 2026.
  • Summit Trail Advisors bought 5,072 Truist Financial shares in Q1 2026, an estimated $251K.
  • Truist Financial made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #641 holding.
  • Summit Trail Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 19 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.