Truist Financial’s F/m US Treasury 3 Month Bill Fund TBIL Stock Holding History

Truist Financial’s Portfolio TBIL Stock Details TBIL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.49M	Buy	70,050 +23,739	+51%	+$1.19M	﹤0.01%	1020
2025 Q4	$2.31M	Buy	46,311 +13,520	+41%	+$675K	﹤0.01%	1215
2025 Q3	$1.64M	Sell	32,791 -51,346	-61%	-$2.56M	﹤0.01%	1437
2025 Q2	$4.21M	Sell	84,137 -3,970	-5%	-$198K	0.01%	937
2025 Q1	$4.41M	Buy	88,107 +24,375	+38%	+$1.22M	0.01%	886
2024 Q4	$3.18M	Sell	63,732 -10,571	-14%	-$528K	0.01%	1030
2024 Q3	$3.72M	Sell	74,303 -9,312	-11%	-$465K	0.01%	951
2024 Q2	$4.18M	Sell	83,615 -22,181	-21%	-$1.11M	0.01%	933
2024 Q1	$5.29M	Buy	105,796 +35,481	+50%	+$1.77M	0.01%	861
2023 Q4	$3.51M	Sell	70,315 -5,709	-8%	-$285K	0.01%	998
2023 Q3	$3.81M	Buy	76,024 +25,376	+50%	+$1.27M	0.01%	945
2023 Q2	$2.54M	Buy	+50,648	New	+$2.53M	﹤0.01%	1146

Other funds holding TBIL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.17B AUM 19.33% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Truist Financial's TBIL Position: Q1 2026 in Review

Truist Financial increased its F/m US Treasury 3 Month Bill Fund (TBIL) stake by 51% in Q1 2026, buying an estimated $1.19M and bringing the position to 70,050 shares worth $3.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Truist Financial first reported a position in TBIL in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.29M in Q1 2024. 320 funds tracked by Wall St. Rank hold TBIL as of Q1 2026.

Truist Financial held 70,050 shares of F/m US Treasury 3 Month Bill Fund worth $3.49M as of Q1 2026.
Truist Financial bought 23,739 F/m US Treasury 3 Month Bill Fund shares in Q1 2026, an estimated $1.19M.
F/m US Treasury 3 Month Bill Fund made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #1020 holding.
Truist Financial first reported a position in F/m US Treasury 3 Month Bill Fund in Q2 2023 and has held it in 12 quarters since.
Truist Financial's F/m US Treasury 3 Month Bill Fund position peaked at $5.29M in Q1 2024.
320 funds tracked by Wall St. Rank held F/m US Treasury 3 Month Bill Fund as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.