VPIM
TFC icon

Vanguard Personalized Indexing Management’s Truist Financial TFC Stock Holding History

Vanguard Personalized Indexing 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 		$6.64M Buy
144,501
+5,253
+4% +$260K 0.07% 258
2025
Q4 		$6.85M Buy
139,248
+2,266
+2% +$104K 0.07% 239
2025
Q3 		$6.27M Buy
136,982
+8,565
+7% +$386K 0.06% 256
2025
Q2 		$5.52M Sell
128,417
-2,313
-2% -$90.5K 0.06% 265
2025
Q1 		$5.38M Buy
130,730
+8,825
+7% +$393K 0.08% 227
2024
Q4 		$5.29M Buy
121,905
+4,326
+4% +$193K 0.08% 210
2024
Q3 		$5.03M Buy
117,579
+22,158
+23% +$936K 0.08% 210
2024
Q2 		$3.55M Buy
95,421
+12,166
+15% +$460K 0.07% 254
2024
Q1 		$3.25M Buy
83,255
+5,851
+8% +$214K 0.07% 259
2023
Q4 		$2.86M Buy
77,404
+22,838
+42% +$717K 0.07% 249
2023
Q3 		$1.56M Sell
54,566
-6,886
-11% -$212K 0.05% 379
2023
Q2 		$1.87M Sell
61,452
-5,351
-8% -$166K 0.06% 327
2023
Q1 		$2.28M Buy
66,803
+11,408
+21% +$498K 0.08% 247
2022
Q4 		$2.38M Sell
55,395
-9,368
-14% -$411K 0.1% 215
2022
Q3 		$2.82M Buy
64,763
+3,853
+6% +$185K 0.13% 154
2022
Q2 		$2.89M Buy
60,910
+11,796
+24% +$582K 0.13% 143
2022
Q1 		$2.79M Buy
49,114
+11,609
+31% +$717K 0.13% 129
2021
Q4 		$2.2M Buy
37,505
+8,425
+29% +$515K 0.13% 142
2021
Q3 		$1.71M Buy
29,080
+18,310
+170% +$1.02M 0.15% 130
2021
Q2 		$598K Buy
10,770
+1,519
+16% +$89.2K 0.06% 402
2021
Q1 		$539K Sell
9,251
-89
-1% -$4.88K 0.08% 296
2020
Q4 		$448K Buy
9,340
+1,563
+20% +$70.8K 0.1% 243
2020
Q3 		$296K Buy
7,777
+2,300
+42% +$86.7K 0.08% 293
2020
Q2 		$206K Buy
+5,477
New +$197K 0.09% 289

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

Vanguard Personalized Indexing Management's TFC Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Truist Financial (TFC) stake by 3.8% in Q1 2026, buying an estimated $260K and bringing the position to 144,501 shares worth $6.64M. The position accounts for 0.07% of the portfolio, ranked #258.

Vanguard Personalized Indexing Management first reported a position in TFC in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.85M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Vanguard Personalized Indexing Management held 144,501 shares of Truist Financial worth $6.64M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 5,253 Truist Financial shares in Q1 2026, an estimated $260K.
  • Truist Financial made up 0.07% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #258 holding.
  • Vanguard Personalized Indexing Management first reported a position in Truist Financial in Q2 2020 and has held it in 24 quarters since.
  • Vanguard Personalized Indexing Management's Truist Financial position peaked at $6.85M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.