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
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 $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

Beese Fulmer Investment Management's TFC Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Truist Financial (TFC) stake by 3.7% in Q1 2026, selling an estimated $31.8K and leaving 16,828 shares worth $774K. The position accounts for 0.05% of the portfolio, ranked #168.

Beese Fulmer Investment Management first reported a position in TFC in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.3M in Q1 2024. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Beese Fulmer Investment Management held 16,828 shares of Truist Financial worth $774K as of Q1 2026.
  • Beese Fulmer Investment Management sold 643 Truist Financial shares in Q1 2026, an estimated $31.8K.
  • Truist Financial made up 0.05% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #168 holding.
  • Beese Fulmer Investment Management first reported a position in Truist Financial in Q4 2022 and has held it in 14 quarters since.
  • Beese Fulmer Investment Management's Truist Financial position peaked at $4.3M in Q1 2024.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.