Systematic Alpha Investments’s Truist Financial TFC Stock Holding History

Systematic Alpha Investments’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	$10.8M	Hold	233,937	–	–	0.38%	50
2025 Q4	$11.5M	Hold	233,937	–	–	0.36%	50
2025 Q3	$10.7M	Hold	233,937	–	–	0.35%	50
2025 Q2	$10.1M	Hold	233,937	–	–	0.36%	50
2025 Q1	$9.63M	Hold	233,937	–	–	0.37%	47
2024 Q4	$10.1M	Hold	233,937	–	–	0.37%	49
2024 Q3	$10M	Hold	233,937	–	–	0.37%	49
2024 Q2	$9.09M	Hold	233,937	–	–	0.35%	50
2024 Q1	$9.12M	Hold	233,937	–	–	0.37%	52
2023 Q4	$8.64M	Hold	233,937	–	–	0.39%	47
2023 Q3	$6.69M	Hold	233,937	–	–	0.33%	54
2023 Q2	$7.1M	Hold	233,937	–	–	0.34%	52
2023 Q1	$7.98M	Hold	233,937	–	–	0.42%	48
2022 Q4	$10.1M	Hold	233,937	–	–	0.51%	44
2022 Q3	$10.2M	Hold	233,937	–	–	0.61%	39
2022 Q2	$11.1M	Hold	233,937	–	–	0.63%	41
2022 Q1	$13.3M	Hold	233,937	–	–	0.65%	39
2021 Q4	$13.7M	Hold	233,937	–	–	0.64%	39
2021 Q3	$14.8M	Sell	233,937 -156	-0.1%	-$8.72K	0.65%	37
2021 Q2	$13.6M	Buy	234,093 +14,735	+7%	+$866K	0.62%	38
2021 Q1	$12.8M	Buy	219,358 +60,200	+38%	+$3.3M	0.82%	33
2020 Q4	$7.63M	Buy	+159,158	New	+$7.21M	0.83%	40

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Systematic Alpha Investments's TFC Position: Q1 2026 in Review

Systematic Alpha Investments held its Truist Financial (TFC) position steady in Q1 2026 at 233,937 shares worth $10.8M. The position accounts for 0.38% of the portfolio, ranked #50.

Systematic Alpha Investments first reported a position in TFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $14.8M in Q3 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Systematic Alpha Investments held 233,937 shares of Truist Financial worth $10.8M as of Q1 2026.
Systematic Alpha Investments left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.38% of Systematic Alpha Investments's portfolio in Q1 2026, its #50 holding.
Systematic Alpha Investments first reported a position in Truist Financial in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Truist Financial position peaked at $14.8M in Q3 2021.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.