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Trask Adam Roland’s Truist Financial TFC Stock Holding History

Trask Adam Roland’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 		$211K Buy
+4,600
New +$227K 0.2% 63

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Trask Adam Roland's TFC Position: Q1 2026 in Review

Trask Adam Roland opened a new position in Truist Financial (TFC) in Q1 2026: 4,600 shares worth $211K. The stake represents 0.2% of the portfolio and ranks #63 among its holdings.

1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Trask Adam Roland held 4,600 shares of Truist Financial worth $211K as of Q1 2026.
  • Truist Financial was a new Trask Adam Roland position in Q1 2026.
  • Truist Financial made up 0.2% of Trask Adam Roland's portfolio in Q1 2026, its #63 holding.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Trask Adam Roland's 13F filing for Q1 2026, filed 15 May 2026.