Turtle Creek Wealth Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
Other funds holding TFC
VCM
VPM
Turtle Creek Wealth Advisors's TFC Position: Q1 2026 in Review
Turtle Creek Wealth Advisors increased its Truist Financial (TFC) stake by 6.9% in Q1 2026, buying an estimated $23.9K and bringing the position to 7,501 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #297.
Turtle Creek Wealth Advisors first reported a position in TFC in Q4 2023 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Turtle Creek Wealth Advisors held 7,501 shares of Truist Financial worth $345K as of Q1 2026.
- Turtle Creek Wealth Advisors bought 484 Truist Financial shares in Q1 2026, an estimated $23.9K.
- Truist Financial made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #297 holding.
- Turtle Creek Wealth Advisors first reported a position in Truist Financial in Q4 2023 and has held it in 3 quarters since.
- Turtle Creek Wealth Advisors's Truist Financial position peaked at $345K in Q4 2025.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.