BFIM
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Beese Fulmer Investment Management’s Truist Financial TFC Stock Holding History

Beese Fulmer 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
Q2 		$911K Buy
18,289
+1,461
+9% +$71.9K 0.05% 167
2026
Q1 		$774K Sell
16,828
-643
-4% -$31.8K 0.05% 168
2025
Q4 		$860K Sell
17,471
-344
-2% -$15.8K 0.06% 157
2025
Q3 		$815K Buy
17,815
+115
+0.6% +$5.18K 0.06% 154
2025
Q2 		$761K Buy
17,700
+1,113
+7% +$43.5K 0.06% 155
2025
Q1 		$683K Buy
16,587
+309
+2% +$13.8K 0.06% 137
2024
Q4 		$706K Buy
16,278
+1,302
+9% +$58.1K 0.06% 134
2024
Q3 		$641K Buy
14,976
+442
+3% +$18.7K 0.06% 136
2024
Q2 		$565K Sell
14,534
-95,839
-87% -$3.62M 0.05% 142
2024
Q1 		$4.3M Buy
110,373
+19,807
+22% +$725K 0.4% 62
2023
Q4 		$3.34M Buy
90,566
+10,730
+13% +$337K 0.35% 65
2023
Q3 		$2.28M Buy
79,836
+5,855
+8% +$180K 0.26% 76
2023
Q2 		$2.25M Buy
73,981
+23,767
+47% +$738K 0.24% 81
2023
Q1 		$1.71M Buy
50,214
+17,773
+55% +$776K 0.2% 97
2022
Q4 		$1.4M Buy
+32,441
New +$1.42M 0.17% 103

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beese Fulmer Investment Management's TFC Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Truist Financial (TFC) stake by 8.7% in Q2 2026, buying an estimated $71.9K and bringing the position to 18,289 shares worth $911K. The position accounts for 0.05% of the portfolio, ranked #167.

Beese Fulmer Investment Management first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.3M in Q1 2024. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Beese Fulmer Investment Management held 18,289 shares of Truist Financial worth $911K as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,461 Truist Financial shares in Q2 2026, an estimated $71.9K.
  • Truist Financial made up 0.05% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #167 holding.
  • Beese Fulmer Investment Management first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Beese Fulmer Investment Management's Truist Financial position peaked at $4.3M in Q1 2024.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.