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TAGStone Capital’s Truist Financial TFC Stock Holding History

TAGStone Capital’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 		$259K Buy
+5,629
New +$278K 0.09% 122
2025
Q1 		– Sell
-5,725
Closed -$248K – 101
2024
Q4 		$248K Buy
+5,725
New +$255K 0.12% 85

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

TAGStone Capital's TFC Position: Q1 2026 in Review

TAGStone Capital opened a new position in Truist Financial (TFC) in Q1 2026: 5,629 shares worth $259K. The stake represents 0.09% of the portfolio and ranks #122 among its holdings. This is a return to the name: TAGStone Capital previously reported a position in TFC as recently as Q4 2024.

TAGStone Capital first reported a position in TFC in Q4 2024 and has held it in 2 quarters since. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • TAGStone Capital held 5,629 shares of Truist Financial worth $259K as of Q1 2026.
  • Truist Financial was a new TAGStone Capital position in Q1 2026.
  • Truist Financial made up 0.09% of TAGStone Capital's portfolio in Q1 2026, its #122 holding.
  • TAGStone Capital first reported a position in Truist Financial in Q4 2024 and has held it in 2 quarters since.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.