Birmingham Capital Management’s Truist Financial TFC Stock Holding History

Birmingham Capital 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
2025 Q3	–	Sell	-7,400	Closed	-$318K	–	99
2025 Q2	$318K	Sell	7,400 -335	-4%	-$13.1K	0.14%	88
2025 Q1	$318K	Sell	7,735 -121	-2%	-$5.39K	0.12%	96
2024 Q4	$341K	Hold	7,856	–	–	0.13%	96
2024 Q3	$336K	Sell	7,856 -809	-9%	-$34.2K	0.12%	91
2024 Q2	$337K	Buy	8,665 +121	+1%	+$4.57K	0.13%	94
2024 Q1	$333K	Hold	8,544	–	–	0.12%	93
2023 Q4	$315K	Hold	8,544	–	–	0.12%	93
2023 Q3	$244K	Buy	8,544 +335	+4%	+$10.3K	0.1%	96
2023 Q2	$249K	Sell	8,209 -335	-4%	-$10.4K	0.1%	98
2023 Q1	$291K	Hold	8,544	–	–	0.12%	95
2022 Q4	$368K	Hold	8,544	–	–	0.14%	90
2022 Q3	$372K	Buy	8,544 +335	+4%	+$16.1K	0.16%	86
2022 Q2	$389K	Hold	8,209	–	–	0.16%	88
2022 Q1	$465K	Hold	8,209	–	–	0.16%	86
2021 Q4	$481K	Hold	8,209	–	–	0.17%	83
2021 Q3	$481K	Hold	8,209	–	–	0.18%	81
2021 Q2	$456K	Sell	8,209 -135	-2%	-$7.93K	0.17%	83
2021 Q1	$487K	Sell	8,344 -1,000	-11%	-$54.8K	0.18%	77
2020 Q4	$448K	Hold	9,344	–	–	0.19%	76
2020 Q3	$356K	Hold	9,344	–	–	0.16%	80
2020 Q2	$351K	Hold	9,344	–	–	0.17%	80
2020 Q1	$288K	Hold	9,344	–	–	0.16%	79
2019 Q4	$526K	Buy	9,344 +2,035	+28%	+$110K	0.23%	73
2019 Q3	$390K	Hold	7,309	–	–	0.18%	78
2019 Q2	$359K	Hold	7,309	–	–	0.16%	80
2019 Q1	$340K	Hold	7,309	–	–	0.15%	82
2018 Q4	$317K	Hold	7,309	–	–	0.15%	78
2018 Q3	$355K	Hold	7,309	–	–	0.15%	85
2018 Q2	$369K	Hold	7,309	–	–	0.16%	83
2018 Q1	$380K	Hold	7,309	–	–	0.16%	83
2017 Q4	$363K	Hold	7,309	–	–	0.14%	82
2017 Q3	$343K	Hold	7,309	–	–	0.14%	84
2017 Q2	$332K	Hold	7,309	–	–	0.13%	83
2017 Q1	$327K	Hold	7,309	–	–	0.13%	82
2016 Q4	$344K	Hold	7,309	–	–	0.14%	80
2016 Q3	$260K	Hold	7,309	–	–	0.11%	88
2016 Q2	$260K	Hold	7,309	–	–	0.11%	89
2016 Q1	$243K	Hold	7,309	–	–	0.1%	90
2015 Q4	$276K	Hold	7,309	–	–	0.11%	90
2015 Q3	$260K	Hold	7,309	–	–	0.11%	89
2015 Q2	$295K	Hold	7,309	–	–	0.12%	89
2015 Q1	$285K	Sell	7,309 -500	-6%	-$18.8K	0.11%	91
2014 Q4	$304K	Hold	7,809	–	–	0.12%	87
2014 Q3	$291K	Hold	7,809	–	–	0.11%	89
2014 Q2	$308K	Hold	7,809	–	–	0.11%	91
2014 Q1	$314K	Hold	7,809	–	–	0.12%	89
2013 Q4	$291K	Sell	7,809 -2,000	-20%	-$69.1K	0.11%	91
2013 Q3	$331K	Sell	9,809 -492	-5%	-$17.2K	0.13%	87
2013 Q2	$349K	Buy	+10,301	New	+$329K	0.14%	85

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Birmingham Capital Management's TFC Position: Q3 2025 in Review

Birmingham Capital Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 7,400 shares — an estimated $318K sold.

Birmingham Capital Management first reported a position in TFC in Q2 2013 and held it in 49 quarters. The position peaked at $526K in Q4 2019. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Birmingham Capital Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Birmingham Capital Management sold 7,400 Truist Financial shares in Q3 2025, an estimated $318K.
Birmingham Capital Management first reported a position in Truist Financial in Q2 2013 and held it in 49 quarters.
Birmingham Capital Management's Truist Financial position peaked at $526K in Q4 2019.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Birmingham Capital Management's 13F filing for Q3 2025, filed 5 Nov 2025.