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Vermillion & White Wealth Management Group’s Truist Financial TFC Stock Holding History

Vermillion & White Wealth Management Group’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
-498
Closed -$24.5K – 471
2025
Q4 		$24.5K Hold
498
– – 0.01% 235
2025
Q3 		$22.8K Hold
498
– – 0.01% 243
2025
Q2 		$21.4K Hold
498
– – 0.01% 230
2025
Q1 		$20.5K Hold
498
– – 0.01% 191
2024
Q4 		$21.6K Hold
498
– – 0.02% 192
2024
Q3 		$21.3K Hold
498
– – 0.02% 177
2024
Q2 		$19.3K Hold
498
– – 0.01% 184
2024
Q1 		$19.4K Hold
498
– – 0.02% 170
2023
Q4 		$18.4K Buy
+498
New +$15.6K 0.02% 140

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vermillion & White Wealth Management Group's TFC Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 498 shares — an estimated $24.5K sold.

Vermillion & White Wealth Management Group first reported a position in TFC in Q4 2023 and held it in 9 quarters. The position peaked at $24.5K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 498 Truist Financial shares in Q1 2026, an estimated $24.5K.
  • Vermillion & White Wealth Management Group first reported a position in Truist Financial in Q4 2023 and held it in 9 quarters.
  • Vermillion & White Wealth Management Group's Truist Financial position peaked at $24.5K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.