Twin City Private Wealth’s Truist Financial TFC Stock Holding History

Twin City Private Wealth’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	$1.59M	Buy	34,663 +2,125	+7%	+$105K	1.21%	34
2025 Q4	$1.6M	Sell	32,538 -1,217	-4%	-$56K	1.21%	30
2025 Q3	$1.54M	Buy	33,755 +4,468	+15%	+$201K	1.2%	31
2025 Q2	$1.26M	Sell	29,287 -10,228	-26%	-$400K	1.03%	36
2025 Q1	$1.63M	Buy	39,515 +3,039	+8%	+$135K	1.43%	25
2024 Q4	$1.58M	Buy	36,476 +826	+2%	+$36.9K	1.4%	26
2024 Q3	$1.52M	Sell	35,650 -3,820	-10%	-$161K	1.32%	35
2024 Q2	$1.53M	Buy	39,470 +2,424	+7%	+$91.6K	1.45%	30
2024 Q1	$1.44M	Buy	+37,046	New	+$1.36M	1.42%	29

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Twin City Private Wealth's TFC Position: Q1 2026 in Review

Twin City Private Wealth increased its Truist Financial (TFC) stake by 6.5% in Q1 2026, buying an estimated $105K and bringing the position to 34,663 shares worth $1.59M. The position accounts for 1.21% of the portfolio, ranked #34.

Twin City Private Wealth first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.63M in Q1 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Twin City Private Wealth held 34,663 shares of Truist Financial worth $1.59M as of Q1 2026.
Twin City Private Wealth bought 2,125 Truist Financial shares in Q1 2026, an estimated $105K.
Truist Financial made up 1.21% of Twin City Private Wealth's portfolio in Q1 2026, its #34 holding.
Twin City Private Wealth first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Truist Financial position peaked at $1.63M in Q1 2025.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.