E.S. Barr & Co’s Truist Financial TFC Stock Holding History

E.S. Barr & 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	–	Sell	-12,961	Closed	-$638K	–	129
2025 Q4	$638K	Buy	+12,961	New	+$597K	0.03%	70
2017 Q1	–	Sell	-4,450	Closed	-$209K	–	88
2016 Q4	$209K	Buy	+4,450	New	+$189K	0.02%	87
2014 Q2	–	Sell	-5,450	Closed	-$219K	–	100
2014 Q1	$219K	Sell	5,450 -1,500	-22%	-$57.4K	0.03%	87
2013 Q4	$259K	Hold	6,950	–	–	0.03%	81
2013 Q3	$235K	Sell	6,950 -500	-7%	-$17.5K	0.03%	80
2013 Q2	$252K	Buy	+7,450	New	+$238K	0.03%	70

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

E.S. Barr & Co's TFC Position: Q1 2026 in Review

E.S. Barr & Co sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 12,961 shares — an estimated $638K sold.

E.S. Barr & Co first reported a position in TFC in Q2 2013 and held it in 6 quarters. The position peaked at $638K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

E.S. Barr & Co reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
E.S. Barr & Co sold 12,961 Truist Financial shares in Q1 2026, an estimated $638K.
E.S. Barr & Co first reported a position in Truist Financial in Q2 2013 and held it in 6 quarters.
E.S. Barr & Co's Truist Financial position peaked at $638K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.