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TD Private Client Wealth’s Truist Financial TFC Stock Holding History

TD Private Client Wealth’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 		$4.34M Buy
94,469
+530
+0.6% +$26.2K 0.09% 140
2025
Q4 		$4.62M Sell
93,939
-8,910
-9% -$410K 0.1% 136
2025
Q3 		$4.7M Buy
102,849
+26,306
+34% +$1.19M 0.11% 133
2025
Q2 		$3.29M Sell
76,543
-2,021
-3% -$79.1K 0.08% 177
2025
Q1 		$3.23M Buy
78,564
+2,579
+3% +$115K 0.09% 159
2024
Q4 		$3.3M Sell
75,985
-1,400
-2% -$62.5K 0.09% 162
2024
Q3 		$3.31M Buy
77,385
+35
+0% +$1.48K 0.1% 164
2024
Q2 		$3.01M Buy
77,350
+3,335
+5% +$126K 0.09% 156
2024
Q1 		$2.89M Sell
74,015
-3,633
-5% -$133K 0.09% 164
2023
Q4 		$2.87M Sell
77,648
-18,652
-19% -$586K 0.1% 167
2023
Q3 		$2.76M Sell
96,300
-21,514
-18% -$662K 0.12% 161
2023
Q2 		$3.58M Sell
117,814
-35,290
-23% -$1.1M 0.15% 143
2023
Q1 		$5.22M Buy
153,104
+26,471
+21% +$1.16M 0.23% 102
2022
Q4 		$5.45M Sell
126,633
-15,088
-11% -$662K 0.26% 89
2022
Q3 		$6.17M Sell
141,721
-6,068
-4% -$292K 0.32% 64
2022
Q2 		$7.01M Buy
147,789
+22,244
+18% +$1.1M 0.34% 58
2022
Q1 		$7.12M Sell
125,545
-137
-0.1% -$8.46K 0.3% 71
2021
Q4 		$7.36M Sell
125,682
-5,978
-5% -$365K 0.31% 67
2021
Q3 		$7.72M Buy
131,660
+9,118
+7% +$510K 0.33% 66
2021
Q2 		$6.8M Buy
122,542
+5,400
+5% +$317K 0.29% 78
2021
Q1 		$6.83M Buy
117,142
+25,793
+28% +$1.41M 0.32% 69
2020
Q4 		$4.38M Sell
91,349
-9,476
-9% -$429K 0.22% 103
2020
Q3 		$3.84M Buy
100,825
+39
+0% +$1.47K 0.21% 105
2020
Q2 		$3.78M Buy
100,786
+6,888
+7% +$248K 0.22% 93
2020
Q1 		$2.9M Sell
93,898
-292
-0.3% -$13.8K 0.21% 105
2019
Q4 		$5.3M Buy
+94,190
New +$5.1M 0.32% 77

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

TD Private Client Wealth's TFC Position: Q1 2026 in Review

TD Private Client Wealth increased its Truist Financial (TFC) stake by 0.56% in Q1 2026, buying an estimated $26.2K and bringing the position to 94,469 shares worth $4.34M. The position accounts for 0.09% of the portfolio, ranked #140.

TD Private Client Wealth first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.72M in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • TD Private Client Wealth held 94,469 shares of Truist Financial worth $4.34M as of Q1 2026.
  • TD Private Client Wealth bought 530 Truist Financial shares in Q1 2026, an estimated $26.2K.
  • Truist Financial made up 0.09% of TD Private Client Wealth's portfolio in Q1 2026, its #140 holding.
  • TD Private Client Wealth first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • TD Private Client Wealth's Truist Financial position peaked at $7.72M in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.