ZIM
TFC icon

Zacks Investment Management’s Truist Financial TFC Stock Holding History

Zacks Investment 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 		$29.8M Sell
647,709
-19,039
-3% -$941K 0.24% 102
2025
Q4 		$32.8M Sell
666,748
-3,023
-0.5% -$139K 0.26% 100
2025
Q3 		$30.6M Buy
669,771
+45,515
+7% +$2.05M 0.24% 105
2025
Q2 		$26.8M Buy
624,256
+2,721
+0.4% +$106K 0.23% 112
2025
Q1 		$25.6M Buy
621,535
+21,824
+4% +$972K 0.24% 108
2024
Q4 		$26M Sell
599,711
-27,566
-4% -$1.23M 0.24% 105
2024
Q3 		$26.8M Buy
627,277
+77,800
+14% +$3.29M 0.23% 113
2024
Q2 		$21.3M Buy
549,477
+41,549
+8% +$1.57M 0.24% 103
2024
Q1 		$19.8M Buy
507,928
+147,263
+41% +$5.39M 0.21% 116
2023
Q4 		$13.3M Buy
360,665
+180,945
+101% +$5.68M 0.16% 128
2023
Q3 		$5.14M Sell
179,720
-3,407
-2% -$105K 0.07% 179
2023
Q2 		$5.56M Buy
183,127
+165,718
+952% +$5.15M 0.07% 176
2023
Q1 		$594K Sell
17,409
-909,700
-98% -$39.7M 0.01% 430
2022
Q4 		$39.9M Sell
927,109
-1,738
-0.2% -$76.2K 0.56% 52
2022
Q3 		$40.4M Buy
928,847
+29,687
+3% +$1.43M 0.65% 48
2022
Q2 		$42.6M Buy
899,160
+46,677
+5% +$2.3M 0.65% 51
2022
Q1 		$48.3M Buy
852,483
+51,809
+6% +$3.2M 0.67% 46
2021
Q4 		$46.9M Buy
800,674
+15,240
+2% +$931K 0.66% 47
2021
Q3 		$46.1M Buy
785,434
+16,505
+2% +$922K 0.73% 43
2021
Q2 		$42.7M Buy
768,929
+10,950
+1% +$643K 0.69% 47
2021
Q1 		$44.2M Buy
+757,979
New +$41.5M 0.79% 42
2019
Q2 		– Sell
-706,884
Closed -$32.9M – 613
2019
Q1 		$32.9M Buy
706,884
+45,268
+7% +$2.21M 0.71% 49
2018
Q4 		$28.7M Sell
661,616
-63,103
-9% -$3.03M 0.69% 51
2018
Q3 		$35.2M Sell
724,719
-2,698
-0.4% -$138K 0.73% 44
2018
Q2 		$36.7M Buy
727,417
+5,805
+0.8% +$308K 0.8% 40
2018
Q1 		$37.6M Buy
+721,612
New +$38.9M 0.83% 40
2017
Q2 		– Sell
-4,714
Closed -$211K – 683
2017
Q1 		$211K Sell
4,714
-885
-16% -$41.3K 0.01% 574
2016
Q4 		$263K Sell
5,599
-587
-9% -$25K 0.01% 533
2016
Q3 		$233K Sell
6,186
-253
-4% -$9.42K 0.01% 543
2016
Q2 		$229K Sell
6,439
-907
-12% -$31.7K 0.01% 534
2016
Q1 		$244K Sell
7,346
-542
-7% -$18K 0.01% 529
2015
Q4 		$298K Sell
7,888
-974
-11% -$36.6K 0.01% 469
2015
Q3 		$315K Sell
8,862
-1,423
-14% -$54.9K 0.01% 502
2015
Q2 		$415K Sell
10,285
-1,909
-16% -$75.5K 0.01% 471
2015
Q1 		$475K Sell
12,194
-628,450
-98% -$23.7M 0.02% 434
2014
Q4 		$24.9M Buy
640,644
+38,150
+6% +$1.44M 0.81% 37
2014
Q3 		$22.4M Buy
602,494
+40,334
+7% +$1.52M 0.78% 35
2014
Q2 		$22.2M Buy
562,160
+28,502
+5% +$1.09M 0.79% 35
2014
Q1 		$21.4M Buy
533,658
+42,511
+9% +$1.63M 0.79% 31
2013
Q4 		$18.3M Buy
491,147
+32,594
+7% +$1.13M 0.72% 34
2013
Q3 		$15.5M Buy
458,553
+30,915
+7% +$1.08M 0.67% 38
2013
Q2 		$14.5M Buy
+427,638
New +$13.6M 0.66% 34

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

Zacks Investment Management's TFC Position: Q1 2026 in Review

Zacks Investment Management reduced its Truist Financial (TFC) stake by 2.9% in Q1 2026, selling an estimated $941K and leaving 647,709 shares worth $29.8M. The position accounts for 0.24% of the portfolio, ranked #102.

Zacks Investment Management first reported a position in TFC in Q2 2013 and has held it in 42 quarters since. The position peaked at $48.3M in Q1 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Zacks Investment Management held 647,709 shares of Truist Financial worth $29.8M as of Q1 2026.
  • Zacks Investment Management sold 19,039 Truist Financial shares in Q1 2026, an estimated $941K.
  • Truist Financial made up 0.24% of Zacks Investment Management's portfolio in Q1 2026, its #102 holding.
  • Zacks Investment Management first reported a position in Truist Financial in Q2 2013 and has held it in 42 quarters since.
  • Zacks Investment Management's Truist Financial position peaked at $48.3M in Q1 2022.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.