Ted Buchan & Co’s Truist Financial TFC Stock Holding History

Ted Buchan & Co’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	$1.5M	Buy	32,558 +948	+3%	+$46.8K	0.54%	40
2025 Q4	$1.56M	Buy	31,610 +120	+0.4%	+$5.53K	0.57%	39
2025 Q3	$1.44M	Buy	31,490 +3,624	+13%	+$163K	0.56%	41
2025 Q2	$1.2M	Buy	27,866 +2,045	+8%	+$80K	0.48%	48
2025 Q1	$1.06M	Sell	25,821 -108	-0.4%	-$4.81K	0.5%	41
2024 Q4	$1.13M	Buy	25,929 +5,202	+25%	+$232K	0.54%	40
2024 Q3	$886K	Buy	20,727 +12,048	+139%	+$509K	0.42%	47
2024 Q2	$337K	Buy	+8,679	New	+$328K	0.18%	65

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

Ted Buchan & Co's TFC Position: Q1 2026 in Review

Ted Buchan & Co increased its Truist Financial (TFC) stake by 3% in Q1 2026, buying an estimated $46.8K and bringing the position to 32,558 shares worth $1.5M. The position accounts for 0.54% of the portfolio, ranked #40.

Ted Buchan & Co first reported a position in TFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Ted Buchan & Co held 32,558 shares of Truist Financial worth $1.5M as of Q1 2026.
Ted Buchan & Co bought 948 Truist Financial shares in Q1 2026, an estimated $46.8K.
Truist Financial made up 0.54% of Ted Buchan & Co's portfolio in Q1 2026, its #40 holding.
Ted Buchan & Co first reported a position in Truist Financial in Q2 2024 and has held it in 8 quarters since.
Ted Buchan & Co's Truist Financial position peaked at $1.56M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Ted Buchan & Co's 13F filing for Q1 2026, filed 14 May 2026.