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Westend Capital Management’s Truist Financial TFC Stock Holding History

Westend Capital 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 		$4.6K Hold
100
– – ﹤0.01% 193
2025
Q4 		$4.92K Buy
+100
New +$4.61K ﹤0.01% 196

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VCM
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Bank of America
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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
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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

Westend Capital Management's TFC Position: Q1 2026 in Review

Westend Capital Management held its Truist Financial (TFC) position steady in Q1 2026 at 100 shares worth $4.6K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Westend Capital Management first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.92K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Westend Capital Management held 100 shares of Truist Financial worth $4.6K as of Q1 2026.
  • Westend Capital Management left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up ﹤0.01% of Westend Capital Management's portfolio in Q1 2026, its #193 holding.
  • Westend Capital Management first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • Westend Capital Management's Truist Financial position peaked at $4.92K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Westend Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.