Tucker Asset Management’s Truist Financial TFC Stock Holding History

Tucker Asset 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	–	Sell	-389	Closed	-$19.1K	–	955
2025 Q4	$19.1K	Buy	+389	New	+$17.9K	0.01%	460
2024 Q3	–	Sell	-445	Closed	-$17.3K	–	1674
2024 Q2	$17.3K	Buy	445 +6	+1%	+$227	﹤0.01%	677
2024 Q1	$17.1K	Buy	439 +361	+463%	+$13.2K	﹤0.01%	714
2023 Q4	$2.88K	Hold	78	–	–	﹤0.01%	1052
2023 Q3	$2.23K	Buy	+78	New	+$2.4K	﹤0.01%	1016
2021 Q1	–	Sell	-238	Closed	-$11.4K	–	388
2020 Q4	$11.4K	Buy	+238	New	+$10.8K	0.01%	187

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tucker Asset Management's TFC Position: Q1 2026 in Review

Tucker Asset Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 389 shares — an estimated $19.1K sold.

Tucker Asset Management first reported a position in TFC in Q4 2020 and held it in 6 quarters. The position peaked at $19.1K in Q4 2025. 1,649 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Tucker Asset Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Tucker Asset Management sold 389 Truist Financial shares in Q1 2026, an estimated $19.1K.
Tucker Asset Management first reported a position in Truist Financial in Q4 2020 and held it in 6 quarters.
Tucker Asset Management's Truist Financial position peaked at $19.1K in Q4 2025.
1,649 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Tucker Asset Management's 13F filing for Q1 2026, filed 27 Aug 2026.