TFC TRUIST FINL CORP COM

Ownership history in First Bank & Trust  ·  21 quarters on record

AI Ownership Summary

First Bank & Trust reported TRUIST FINL CORP COM (TFC) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2025 Q4. The latest visible filing shows TFC at 0.49% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TFC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Bank & Trust's position in TRUIST FINL CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

TFC was reported at 0.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Bank & Trust held TFC — position size vs. price
% of Fund (quarterly)    TFC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 66,018 +4,022 +6.5% 0.49% $3.0M 2026-04-10 $49.60
2025 Q4 ADDED 61,996 +3,160 +5.4% 0.50% $3.1M 2026-01-12 $49.64
2025 Q3 ADDED 58,836 +2,144 +3.8% 0.45% $2.7M 2025-10-10 $41.41
2025 Q2 REDUCED 56,692 -1,526 -2.6% 0.43% $2.4M 2025-07-09 $43.66
2025 Q1 REDUCED 58,218 -759 -1.3% 0.46% $2.4M 2025-04-28 $36.58
2024 Q4 REDUCED 58,977 -85 -0.1% 0.49% $2.6M 2025-02-03 $44.24
2024 Q3 ADDED 59,062 +5,200 +9.7% 0.48% $2.5M 2024-10-24 $40.50
2024 Q2 ADDED 53,862 +1,694 +3.2% 0.43% $2.1M 2024-07-09 $35.85
2024 Q1 ADDED 52,168 +1,899 +3.8% 0.42% $2.0M 2024-04-17 $32.42
2023 Q4 ADDED 50,269 +3,845 +8.3% 0.45% $1.9M 2024-01-12 $32.92
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Bank & Trust and TFC

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Bank & Trust reported owning TFC?

First Bank & Trust reported TFC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported TFC position in First Bank & Trust's portfolio?

The largest reported portfolio weight for TFC was 0.50% in 2025 Q4.

What is the latest reported TFC position on this page?

The most recent filing on this page is 2026 Q1, when First Bank & Trust reported 66,018 shares, equal to 0.49% of portfolio, with an estimated market value of $3.0M.

What does the chart on this TFC ownership page compare?

The chart compares First Bank & Trust's quarterly TFC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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