TWPM
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Total Wealth Planning & Management’s Truist Financial TFC Stock Holding History

Total Wealth Planning & 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 		$391K Buy
8,500
+300
+4% +$14.8K 0.29% 116
2025
Q4 		$404K Buy
+8,200
New +$378K 0.3% 109
2025
Q2 		$335K Buy
7,800
+300
+4% +$11.7K 0.27% 137
2025
Q1 		$309K Hold
7,500
– – 0.29% 132
2024
Q4 		$325K Buy
+7,500
New +$335K 0.3% 113

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

Total Wealth Planning & Management's TFC Position: Q1 2026 in Review

Total Wealth Planning & Management increased its Truist Financial (TFC) stake by 3.4% in Q1 2026, buying an estimated $14.8K and bringing the position to 9,036 shares worth $415K. The position accounts for 0.31% of the portfolio, ranked #115.

Total Wealth Planning & Management first reported a position in TFC in Q4 2024 and has held it in 5 quarters since. The position peaked at $430K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Total Wealth Planning & Management held 9,036 shares of Truist Financial worth $415K as of Q1 2026.
  • Total Wealth Planning & Management bought 300 Truist Financial shares in Q1 2026, an estimated $14.8K.
  • Truist Financial made up 0.31% of Total Wealth Planning & Management's portfolio in Q1 2026, its #115 holding.
  • Total Wealth Planning & Management first reported a position in Truist Financial in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Truist Financial position peaked at $430K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.