TI
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tru Independence’s Truist Financial TFC Stock Holding History

tru Independence’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 		$361K Buy
7,845
+41
+0.5% +$2.03K 0.18% 69
2025
Q4 		$384K Buy
7,804
+47
+0.6% +$2.17K 0.1% 98
2025
Q3 		$355K Buy
7,757
+298
+4% +$13.4K 0.09% 101
2025
Q2 		$321K Buy
7,459
+101
+1% +$3.95K 0.09% 100
2025
Q1 		$303K Buy
7,358
+49
+0.7% +$2.18K 0.09% 97
2024
Q4 		$317K Buy
7,309
+46
+0.6% +$2.05K 0.1% 93
2024
Q3 		$311K Sell
7,263
-122,441
-94% -$5.17M 0.09% 94
2024
Q2 		$5.04M Sell
129,704
-3,191
-2% -$121K 1.52% 30
2024
Q1 		$5.18M Sell
132,895
-1,124
-0.8% -$41.1K 1.53% 32
2023
Q4 		$4.95M Sell
134,019
-1,148
-0.8% -$36K 1.5% 30
2023
Q3 		$3.87M Buy
135,167
+9,200
+7% +$283K 1.34% 38
2023
Q2 		$3.82M Buy
125,967
+11,285
+10% +$350K 1.26% 40
2023
Q1 		$3.91M Sell
114,682
-1,636
-1% -$71.4K 1.26% 44
2022
Q4 		$5.01M Buy
116,318
+8,878
+8% +$389K 1.62% 31
2022
Q3 		$4.68M Buy
107,440
+3,944
+4% +$190K 1.65% 26
2022
Q2 		$4.91M Buy
103,496
+9,648
+10% +$476K 1.58% 33
2022
Q1 		$5.32M Sell
93,848
-34,466
-27% -$2.13M 1.44% 32
2021
Q4 		$7.51M Sell
128,314
-4,102
-3% -$251K 2.05% 5
2021
Q3 		$7.77M Sell
132,416
-6,346
-5% -$355K 2.17% 2
2021
Q2 		$7.7M Buy
138,762
+299
+0.2% +$17.6K 2.27% 4
2021
Q1 		$8.07M Buy
138,463
+381
+0.3% +$20.9K 1.53% 9
2020
Q4 		$6.62K Buy
138,082
+2,591
+2% +$117K 0.01% 276
2020
Q3 		$5.16M Sell
135,491
-6,562
-5% -$247K 1.46% 24
2020
Q2 		$5.33K Buy
142,053
+56,698
+66% +$2.04M 0.77% 27
2020
Q1 		$2.63K Sell
85,355
-79,431
-48% -$3.76M 0.43% 64
2019
Q4 		$7.11M Buy
+164,786
New +$8.92M 1.02% 31

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

tru Independence's TFC Position: Q1 2026 in Review

tru Independence increased its Truist Financial (TFC) stake by 0.53% in Q1 2026, buying an estimated $2.03K and bringing the position to 7,845 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #69.

tru Independence first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.07M in Q1 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • tru Independence held 7,845 shares of Truist Financial worth $361K as of Q1 2026.
  • tru Independence bought 41 Truist Financial shares in Q1 2026, an estimated $2.03K.
  • Truist Financial made up 0.18% of tru Independence's portfolio in Q1 2026, its #69 holding.
  • tru Independence first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's Truist Financial position peaked at $8.07M in Q1 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.