TCA
TFC icon

Transcend Capital Advisors’s Truist Financial TFC Stock Holding History

Transcend Capital Advisors’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 		$411K Sell
8,951
-455
-5% -$22.5K 0.03% 439
2025
Q4 		$463K Sell
9,406
-417
-4% -$19.2K 0.04% 378
2025
Q3 		$449K Buy
9,823
+1,585
+19% +$71.5K 0.03% 397
2025
Q2 		$354K Buy
8,238
+2,173
+36% +$85K 0.03% 413
2025
Q1 		$250K Sell
6,065
-236
-4% -$10.5K 0.02% 516
2024
Q4 		$273K Sell
6,301
-61
-1% -$2.72K 0.02% 464
2024
Q3 		$272K Sell
6,362
-287
-4% -$12.1K 0.02% 501
2024
Q2 		$258K Buy
+6,649
New +$251K 0.02% 494
2024
Q1 		– Sell
-18,270
Closed -$675K – 552
2023
Q4 		$675K Sell
18,270
-10,351
-36% -$325K 0.06% 270
2023
Q3 		$819K Sell
28,621
-4,174
-13% -$128K 0.08% 231
2023
Q2 		$995K Sell
32,795
-562
-2% -$17.5K 0.09% 213
2023
Q1 		$1.14M Sell
33,357
-7,126
-18% -$311K 0.12% 180
2022
Q4 		$1.74M Buy
40,483
+1,843
+5% +$80.8K 0.19% 129
2022
Q3 		$1.68M Buy
38,640
+5,399
+16% +$260K 0.19% 128
2022
Q2 		$1.58M Sell
33,241
-366
-1% -$18.1K 0.16% 147
2022
Q1 		$1.91M Buy
33,607
+1,369
+4% +$84.6K 0.17% 138
2021
Q4 		$1.89M Buy
32,238
+4,735
+17% +$289K 0.17% 148
2021
Q3 		$1.77M Buy
+27,503
New +$1.54M 0.16% 143
2021
Q2 		– Sell
-26,850
Closed -$1.57M – 418
2021
Q1 		$1.57M Sell
26,850
-652
-2% -$35.7K 0.19% 126
2020
Q4 		$1.32M Buy
+27,502
New +$1.25M 0.17% 138
2020
Q2 		– Sell
-6,411
Closed -$203K – 191
2020
Q1 		$203K Sell
6,411
-290
-4% -$13.7K 0.06% 195
2019
Q4 		$377K Buy
+6,701
New +$363K 0.1% 160

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

Transcend Capital Advisors's TFC Position: Q1 2026 in Review

Transcend Capital Advisors reduced its Truist Financial (TFC) stake by 4.8% in Q1 2026, selling an estimated $22.5K and leaving 8,951 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #439.

Transcend Capital Advisors first reported a position in TFC in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.91M in Q1 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Transcend Capital Advisors held 8,951 shares of Truist Financial worth $411K as of Q1 2026.
  • Transcend Capital Advisors sold 455 Truist Financial shares in Q1 2026, an estimated $22.5K.
  • Truist Financial made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #439 holding.
  • Transcend Capital Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 22 quarters since.
  • Transcend Capital Advisors's Truist Financial position peaked at $1.91M in Q1 2022.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.