Waterloo Capital’s Truist Financial TFC Stock Holding History

Waterloo Capital’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	$774K	Sell	16,843 -499	-3%	-$24.7K	0.05%	239
2025 Q4	$853K	Buy	17,342 +1,152	+7%	+$53.1K	0.06%	223
2025 Q3	$740K	Buy	16,190 +447	+3%	+$20.2K	0.06%	222
2025 Q2	$677K	Buy	15,743 +2,346	+18%	+$91.8K	0.05%	229
2025 Q1	$551K	Buy	13,397 +2,277	+20%	+$101K	0.05%	233
2024 Q4	$482K	Sell	11,120 -1,009	-8%	-$45K	0.05%	233
2024 Q3	$519K	Sell	12,129 -2,283	-16%	-$96.4K	0.06%	228
2024 Q2	$560K	Buy	14,412 +1,225	+9%	+$46.3K	0.07%	207
2024 Q1	$514K	Buy	13,187 +5,668	+75%	+$207K	0.07%	220
2023 Q4	$278K	Buy	+7,519	New	+$236K	0.04%	308

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

Waterloo Capital's TFC Position: Q1 2026 in Review

Waterloo Capital reduced its Truist Financial (TFC) stake by 2.9% in Q1 2026, selling an estimated $24.7K and leaving 16,843 shares worth $774K. The position accounts for 0.05% of the portfolio, ranked #239.

Waterloo Capital first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $853K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Waterloo Capital held 16,843 shares of Truist Financial worth $774K as of Q1 2026.
Waterloo Capital sold 499 Truist Financial shares in Q1 2026, an estimated $24.7K.
Truist Financial made up 0.05% of Waterloo Capital's portfolio in Q1 2026, its #239 holding.
Waterloo Capital first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
Waterloo Capital's Truist Financial position peaked at $853K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.