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Sunbelt Securities’s Truist Financial TFC Stock Holding History

Sunbelt Securities’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 		$173K Buy
3,758
+592
+19% +$29.3K 0.01% 680
2025
Q4 		$156K Sell
3,166
-1,882
-37% -$86.7K 0.01% 704
2025
Q3 		$231K Buy
5,048
+2,840
+129% +$128K 0.02% 602
2025
Q2 		$95.8K Sell
2,208
-261
-11% -$10.2K 0.01% 775
2025
Q1 		$102K Buy
2,469
+261
+12% +$11.6K 0.01% 728
2024
Q4 		$95.7K Sell
2,208
-674
-23% -$30.1K 0.01% 773
2024
Q3 		$123K Buy
2,882
+108
+4% +$4.56K 0.01% 710
2024
Q2 		$108K Sell
2,774
-2,066
-43% -$78K 0.01% 714
2024
Q1 		$189K Buy
4,840
+121
+3% +$4.43K 0.02% 550
2023
Q4 		$174K Buy
4,719
+27
+0.6% +$848 0.02% 533
2023
Q3 		$134K Buy
4,692
+2,177
+87% +$66.9K 0.02% 572
2023
Q2 		$76.3K Buy
2,515
+348
+16% +$10.8K 0.01% 705
2023
Q1 		$73.3K Buy
+2,167
New +$94.6K 0.01% 657
2021
Q1 		– Sell
-12,106
Closed -$580K – 448
2020
Q4 		$580K Buy
12,106
+203
+2% +$9.19K 0.12% 206
2020
Q3 		$474K Buy
11,903
+5,871
+97% +$221K 0.13% 196
2020
Q2 		$229K Sell
6,032
-243,655
-98% -$8.78M 0.08% 259
2020
Q1 		$11.4M Buy
249,687
+127,718
+105% +$6.04M 0.49% 40
2019
Q4 		$6.64M Buy
121,969
+6,440
+6% +$349K 0.7% 26
2019
Q3 		$6.17M Buy
+115,529
New +$5.73M 0.69% 28

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sunbelt Securities's TFC Position: Q1 2026 in Review

Sunbelt Securities increased its Truist Financial (TFC) stake by 19% in Q1 2026, buying an estimated $29.3K and bringing the position to 3,758 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #680.

Sunbelt Securities first reported a position in TFC in Q3 2019 and has held it in 19 quarters since. The position peaked at $11.4M in Q1 2020. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Sunbelt Securities held 3,758 shares of Truist Financial worth $173K as of Q1 2026.
  • Sunbelt Securities bought 592 Truist Financial shares in Q1 2026, an estimated $29.3K.
  • Truist Financial made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #680 holding.
  • Sunbelt Securities first reported a position in Truist Financial in Q3 2019 and has held it in 19 quarters since.
  • Sunbelt Securities's Truist Financial position peaked at $11.4M in Q1 2020.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.