TFC Financial Management’s Truist Financial TFC Stock Holding History

TFC Financial Management’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	$1.43K	Hold	31	–	–	﹤0.01%	579
2025 Q4	$1.53K	Hold	31	–	–	﹤0.01%	556
2025 Q3	$1.42K	Hold	31	–	–	﹤0.01%	589
2025 Q2	$1.33K	Sell	31 -39	-56%	-$1.53K	﹤0.01%	551
2025 Q1	$2.88K	Hold	70	–	–	﹤0.01%	455
2024 Q4	$3.04K	Hold	70	–	–	﹤0.01%	463
2024 Q3	$2.99K	Sell	70 -21	-23%	-$887	﹤0.01%	465
2024 Q2	$3.54K	Buy	91 +60	+194%	+$2.27K	﹤0.01%	426
2024 Q1	$1.21K	Buy	31 +7	+29%	+$256	﹤0.01%	523
2023 Q4	$887	Sell	24 -3	-11%	-$94	﹤0.01%	527
2023 Q3	$773	Hold	27	–	–	﹤0.01%	552
2023 Q2	$820	Sell	27 -17	-39%	-$528	﹤0.01%	530
2023 Q1	$1.51K	Buy	44 +22	+100%	+$960	﹤0.01%	484
2022 Q4	$958	Sell	22 -1	-4%	-$44	﹤0.01%	459
2022 Q3	$1K	Hold	23	–	–	﹤0.01%	502
2022 Q2	$1K	Hold	23	–	–	﹤0.01%	503
2022 Q1	$1K	Hold	23	–	–	﹤0.01%	511
2021 Q4	$1K	Hold	23	–	–	﹤0.01%	562
2021 Q3	$1K	Hold	23	–	–	﹤0.01%	549
2021 Q2	$1K	Hold	23	–	–	﹤0.01%	554
2021 Q1	$1K	Hold	23	–	–	﹤0.01%	545
2020 Q4	$1K	Hold	23	–	–	﹤0.01%	529
2020 Q3	$1K	Buy	+23	New	+$867	﹤0.01%	503

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

TFC Financial Management's TFC Position: Q1 2026 in Review

TFC Financial Management held its Truist Financial (TFC) position steady in Q1 2026 at 31 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

TFC Financial Management first reported a position in TFC in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.54K in Q2 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

TFC Financial Management held 31 shares of Truist Financial worth $1.43K as of Q1 2026.
TFC Financial Management left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up ﹤0.01% of TFC Financial Management's portfolio in Q1 2026, its #579 holding.
TFC Financial Management first reported a position in Truist Financial in Q3 2020 and has held it in 23 quarters since.
TFC Financial Management's Truist Financial position peaked at $3.54K in Q2 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.