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Wright Investors Service’s Truist Financial TFC Stock Holding History

Wright Investors Service’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 		$465K Buy
10,112
+57
+0.6% +$2.82K 0.15% 124
2025
Q4 		$495K Sell
10,055
-302
-3% -$13.9K 0.15% 119
2025
Q3 		$474K Sell
10,357
-610
-6% -$27.5K 0.14% 122
2025
Q2 		$471K Buy
10,967
+361
+3% +$14.1K 0.14% 122
2025
Q1 		$436K Sell
10,606
-1,036
-9% -$46.2K 0.14% 121
2024
Q4 		$505K Sell
11,642
-24,425
-68% -$1.09M 0.16% 105
2024
Q3 		$1.54M Sell
36,067
-14,487
-29% -$612K 0.4% 72
2024
Q2 		$1.96M Sell
50,554
-15,425
-23% -$583K 0.52% 57
2024
Q1 		$2.57M Buy
65,979
+234
+0.4% +$8.56K 0.65% 53
2023
Q4 		$2.43M Sell
65,745
-10,033
-13% -$315K 0.68% 50
2023
Q3 		$2.17M Buy
+75,778
New +$2.33M 0.63% 52
2020
Q2 		– Sell
-11,667
Closed -$360K – 156
2020
Q1 		$360K Buy
11,667
+86
+0.7% +$4.07K 0.16% 116
2019
Q4 		$652K Sell
11,581
-136
-1% -$7.36K 0.22% 101
2019
Q3 		$625K Buy
+11,717
New +$581K 0.22% 104

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

Wright Investors Service's TFC Position: Q1 2026 in Review

Wright Investors Service increased its Truist Financial (TFC) stake by 0.57% in Q1 2026, buying an estimated $2.82K and bringing the position to 10,112 shares worth $465K. The position accounts for 0.15% of the portfolio, ranked #124.

Wright Investors Service first reported a position in TFC in Q3 2019 and has held it in 14 quarters since. The position peaked at $2.57M in Q1 2024. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Wright Investors Service held 10,112 shares of Truist Financial worth $465K as of Q1 2026.
  • Wright Investors Service bought 57 Truist Financial shares in Q1 2026, an estimated $2.82K.
  • Truist Financial made up 0.15% of Wright Investors Service's portfolio in Q1 2026, its #124 holding.
  • Wright Investors Service first reported a position in Truist Financial in Q3 2019 and has held it in 14 quarters since.
  • Wright Investors Service's Truist Financial position peaked at $2.57M in Q1 2024.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.