XSC
TFC icon

X-Square Capital’s Truist Financial TFC Stock Holding History

X-Square 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 		$705K Buy
15,339
+390
+3% +$19.3K 0.24% 109
2025
Q4 		$736K Buy
14,949
+311
+2% +$14.3K 0.24% 103
2025
Q3 		$669K Buy
14,638
+6
+0% +$271 0.21% 106
2025
Q2 		$629K Buy
14,632
+733
+5% +$28.7K 0.23% 103
2025
Q1 		$572K Buy
13,899
+1,929
+16% +$85.9K 0.25% 96
2024
Q4 		$519K Sell
11,970
-931
-7% -$41.5K 0.21% 106
2024
Q3 		$552K Sell
12,901
-33
-0.3% -$1.39K 0.24% 96
2024
Q2 		$502K Sell
12,934
-55
-0.4% -$2.08K 0.23% 103
2024
Q1 		$497K Sell
12,989
-16,035
-55% -$587K 0.24% 105
2023
Q4 		$1.07M Sell
29,024
-7,063
-20% -$222K 0.59% 55
2023
Q3 		$1.09M Hold
36,087
– – 0.74% 49
2023
Q2 		$1.09M Sell
36,087
-2,011
-5% -$62.5K 0.74% 49
2023
Q1 		$1.3M Sell
38,098
-629
-2% -$27.5K 0.77% 49
2022
Q4 		$1.67M Buy
38,727
+503
+1% +$22.1K 0.95% 37
2022
Q3 		$1.66M Buy
38,224
+407
+1% +$19.6K 1.06% 35
2022
Q2 		$1.79M Buy
37,817
+934
+3% +$46.1K 1.08% 31
2022
Q1 		$2.09M Buy
36,883
+692
+2% +$42.7K 1.09% 29
2021
Q4 		$2.12M Sell
36,191
-294
-0.8% -$18K 1.06% 34
2021
Q3 		$2.15M Buy
36,485
+3,960
+12% +$221K 1.11% 30
2021
Q2 		$1.8M Buy
32,525
+7,223
+29% +$424K 0.85% 44
2021
Q1 		$1.48M Buy
25,302
+17,302
+216% +$948K 0.68% 39
2020
Q4 		$383K Buy
+8,000
New +$362K 0.21% 86

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

X-Square Capital's TFC Position: Q1 2026 in Review

X-Square Capital increased its Truist Financial (TFC) stake by 2.6% in Q1 2026, buying an estimated $19.3K and bringing the position to 15,339 shares worth $705K. The position accounts for 0.24% of the portfolio, ranked #109.

X-Square Capital first reported a position in TFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.15M in Q3 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • X-Square Capital held 15,339 shares of Truist Financial worth $705K as of Q1 2026.
  • X-Square Capital bought 390 Truist Financial shares in Q1 2026, an estimated $19.3K.
  • Truist Financial made up 0.24% of X-Square Capital's portfolio in Q1 2026, its #109 holding.
  • X-Square Capital first reported a position in Truist Financial in Q4 2020 and has held it in 22 quarters since.
  • X-Square Capital's Truist Financial position peaked at $2.15M in Q3 2021.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on X-Square Capital's 13F filing for Q1 2026, filed 15 May 2026.