TD Capital Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$18.9K Buy
410
+4
+1% +$198 ﹤0.01% 376
2025
Q4
$20K Buy
406
+4
+1% +$184 ﹤0.01% 354
2025
Q3
$18.4K Sell
402
-22
-5% -$992 ﹤0.01% 338
2025
Q2
$18.2K Buy
424
+1
+0.2% +$39 ﹤0.01% 333
2025
Q1
$17.4K Buy
423
+397
+1,527% +$17.7K ﹤0.01% 263
2024
Q4
$1.13K Buy
+26
New +$1.16K ﹤0.01% 518

Other funds holding TFC

TD Capital Management's TFC Position: Q1 2026 in Review

TD Capital Management increased its Truist Financial (TFC) stake by 0.99% in Q1 2026, buying an estimated $198 and bringing the position to 410 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

TD Capital Management first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $20K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • TD Capital Management held 410 shares of Truist Financial worth $18.9K as of Q1 2026.
  • TD Capital Management bought 4 Truist Financial shares in Q1 2026, an estimated $198.
  • Truist Financial made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #376 holding.
  • TD Capital Management first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • TD Capital Management's Truist Financial position peaked at $20K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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