Culbertson A N & Co’s Truist Financial TFC Stock Holding History

Culbertson A N & Co’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	$1.36M	Buy	29,496 +18,203	+161%	+$899K	0.18%	87
2025 Q4	$556K	Sell	11,293 -335	-3%	-$15.4K	0.08%	107
2025 Q3	$532K	Sell	11,628 -100	-0.9%	-$4.51K	0.08%	111
2025 Q2	$504K	Sell	11,728 -37,235	-76%	-$1.46M	0.08%	107
2025 Q1	$2.01M	Sell	48,963 -740	-1%	-$33K	0.32%	70
2024 Q4	$2.16M	Buy	49,703 +2,781	+6%	+$124K	0.34%	64
2024 Q3	$2.01M	Sell	46,922 -1,895	-4%	-$80K	0.32%	70
2024 Q2	$1.9M	Buy	48,817 +1,504	+3%	+$56.8K	0.33%	65
2024 Q1	$1.84M	Sell	47,313 -2,431	-5%	-$88.9K	0.32%	68
2023 Q4	$1.84M	Sell	49,744 -1,525	-3%	-$47.9K	0.34%	64
2023 Q3	$1.47M	Sell	51,269 -421	-0.8%	-$12.9K	0.29%	69
2023 Q2	$1.57M	Sell	51,690 -3,314	-6%	-$103K	0.3%	68
2023 Q1	$1.88M	Sell	55,004 -4,533	-8%	-$198K	0.38%	63
2022 Q4	$2.56M	Sell	59,537 -530	-0.9%	-$23.2K	0.54%	56
2022 Q3	$2.62M	Sell	60,067 -2,194	-4%	-$106K	0.61%	54
2022 Q2	$2.95M	Sell	62,261 -3,666	-6%	-$181K	0.64%	50
2022 Q1	$3.74M	Sell	65,927 -796	-1%	-$49.2K	0.7%	46
2021 Q4	$3.91M	Sell	66,723 -1,888	-3%	-$115K	0.74%	42
2021 Q3	$4.02M	Sell	68,611 -413	-0.6%	-$23.1K	0.82%	42
2021 Q2	$3.83M	Buy	69,024 +95	+0.1%	+$5.58K	0.8%	42
2021 Q1	$4.02M	Sell	68,929 -2,156	-3%	-$118K	0.89%	42
2020 Q4	$3.41M	Sell	71,085 -674	-0.9%	-$30.5K	0.81%	42
2020 Q3	$2.73M	Sell	71,759 -3,207	-4%	-$121K	0.72%	47
2020 Q2	$2.81M	Sell	74,966 -400	-0.5%	-$14.4K	0.77%	44
2020 Q1	$2.32M	Buy	75,366 +1,041	+1%	+$49.2K	0.75%	47
2019 Q4	$4.19M	Buy	74,325 +5,828	+9%	+$316K	1.08%	31
2019 Q3	$3.66M	Buy	68,497 +1,705	+3%	+$84.5K	1%	35
2019 Q2	$3.28M	Sell	66,792 -40	-0.1%	-$1.96K	0.91%	40
2019 Q1	$3.11M	Sell	66,832 -279	-0.4%	-$13.6K	0.9%	40
2018 Q4	$2.91M	Sell	67,111 -320	-0.5%	-$15.4K	0.93%	38
2018 Q3	$3.27M	Buy	67,431 +3,055	+5%	+$157K	0.89%	37
2018 Q2	$3.25M	Buy	64,376 +885	+1%	+$47K	0.97%	37
2018 Q1	$3.3M	Sell	63,491 -1,754	-3%	-$94.5K	0.99%	37
2017 Q4	$3.24M	Buy	65,245 +2,353	+4%	+$114K	0.91%	38
2017 Q3	$2.95M	Buy	62,892 +1,971	+3%	+$90.6K	0.9%	40
2017 Q2	$2.77M	Buy	60,921 +4,046	+7%	+$176K	0.88%	40
2017 Q1	$2.54M	Buy	56,875 +5,717	+11%	+$267K	0.83%	42
2016 Q4	$2.4M	Buy	51,158 +2,400	+5%	+$102K	0.82%	41
2016 Q3	$1.84M	Buy	48,758 +6,005	+14%	+$224K	0.65%	48
2016 Q2	$1.52M	Buy	42,753 +1,190	+3%	+$41.6K	0.56%	55
2016 Q1	$1.38M	Sell	41,563 -837	-2%	-$27.8K	0.54%	55
2015 Q4	$1.6M	Buy	42,400 +3,857	+10%	+$145K	0.63%	50
2015 Q3	$1.37M	Buy	38,543 +5,427	+16%	+$209K	0.58%	56
2015 Q2	$1.33M	Buy	33,116 +3,996	+14%	+$158K	0.52%	59
2015 Q1	$1.14M	Buy	29,120 +8,865	+44%	+$334K	0.45%	58
2014 Q4	$788K	Buy	20,255 +2,910	+17%	+$110K	0.33%	66
2014 Q3	$645K	Buy	17,345 +3,600	+26%	+$136K	0.28%	69
2014 Q2	$542K	Sell	13,745 -730	-5%	-$28K	0.24%	71
2014 Q1	$581K	Hold	14,475	–	–	0.27%	69
2013 Q4	$540K	Sell	14,475 -370	-2%	-$12.8K	0.26%	66
2013 Q3	$501K	Sell	14,845 -3,400	-19%	-$119K	0.27%	68
2013 Q2	$618K	Buy	+18,245	New	+$582K	0.35%	64

Other funds holding TFC

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

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 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

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

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

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

Culbertson A N & Co's TFC Position: Q1 2026 in Review

Culbertson A N & Co increased its Truist Financial (TFC) stake by 161% in Q1 2026, buying an estimated $899K and bringing the position to 29,496 shares worth $1.36M. The position accounts for 0.18% of the portfolio, ranked #87.

Culbertson A N & Co first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.19M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Culbertson A N & Co held 29,496 shares of Truist Financial worth $1.36M as of Q1 2026.
Culbertson A N & Co bought 18,203 Truist Financial shares in Q1 2026, an estimated $899K.
Truist Financial made up 0.18% of Culbertson A N & Co's portfolio in Q1 2026, its #87 holding.
Culbertson A N & Co first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
Culbertson A N & Co's Truist Financial position peaked at $4.19M in Q4 2019.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.