VT
TFC icon

Vise Technologies’s Truist Financial TFC Stock Holding History

Vise Technologies’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 		$2.01M Hold
40,785
– – 0.04% 366
2025
Q4 		$2.01M Buy
40,785
+11,612
+40% +$535K 0.04% 367
2025
Q3 		$1.33M Sell
29,173
-19,640
-40% -$885K 0.05% 354
2025
Q2 		$2.1M Buy
+48,813
New +$1.91M 0.09% 245
2024
Q4 		$559K Buy
12,884
+3,050
+31% +$136K 0.05% 394
2024
Q3 		$421K Buy
9,834
+2,499
+34% +$106K 0.05% 344
2024
Q2 		$285K Buy
+7,335
New +$277K 0.05% 325
2023
Q2 		– Sell
-6,796
Closed -$232K – 371
2023
Q1 		$232K Sell
6,796
-1,453
-18% -$63.4K 0.06% 296
2022
Q4 		$355K Buy
8,249
+1,959
+31% +$85.9K 0.11% 202
2022
Q3 		$274K Buy
+6,290
New +$303K 0.1% 223

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

Vise Technologies's TFC Position: Q1 2026 in Review

Vise Technologies held its Truist Financial (TFC) position steady in Q1 2026 at 40,785 shares worth $2.01M. The position accounts for 0.04% of the portfolio, ranked #366.

Vise Technologies first reported a position in TFC in Q3 2022 and has held it in 10 quarters since. The position peaked at $2.1M in Q2 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Vise Technologies held 40,785 shares of Truist Financial worth $2.01M as of Q1 2026.
  • Vise Technologies left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.04% of Vise Technologies's portfolio in Q1 2026, its #366 holding.
  • Vise Technologies first reported a position in Truist Financial in Q3 2022 and has held it in 10 quarters since.
  • Vise Technologies's Truist Financial position peaked at $2.1M in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.