F.L. Putnam Investment Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$352K Sell
7,651
-1,258
-14% -$62.2K 0.01% 483
2025
Q4
$438K Buy
+8,909
New +$410K 0.01% 453
2024
Q3
Sell
-445
Closed -$17.3K 724
2024
Q2
$17.3K Buy
+445
New +$16.8K ﹤0.01% 625
2023
Q2
Sell
-25,357
Closed -$865K 479
2023
Q1
$865K Sell
25,357
-46,632
-65% -$2.04M 0.03% 244
2022
Q4
$3.1M Sell
71,989
-43,438
-38% -$1.91M 0.11% 137
2022
Q3
$5.03M Buy
115,427
+14,780
+15% +$711K 0.2% 110
2022
Q2
$4.77M Buy
100,647
+3,675
+4% +$181K 0.18% 118
2022
Q1
$5.5M Buy
96,972
+2,458
+3% +$152K 0.18% 112
2021
Q4
$5.53M Sell
94,514
-14,176
-13% -$866K 0.17% 111
2021
Q3
$6.38M Sell
108,690
-32,784
-23% -$1.83M 0.22% 93
2021
Q2
$7.85M Buy
141,474
+37,291
+36% +$2.19M 0.27% 75
2021
Q1
$6.08M Buy
104,183
+97,489
+1,456% +$5.34M 0.27% 76
2020
Q4
$321K Buy
6,694
+645
+11% +$29.2K 0.02% 267
2020
Q3
$230K Sell
6,049
-2,922
-33% -$110K 0.01% 275
2020
Q2
$337K Sell
8,971
-103,287
-92% -$3.72M 0.02% 238
2020
Q1
$3.46M Sell
112,258
-4,709
-4% -$223K 0.26% 88
2019
Q4
$6.59M Buy
+116,967
New +$6.33M 0.4% 70
2018
Q4
Sell
-39,953
Closed -$1.94M 230
2018
Q3
$1.94M Buy
39,953
+2,124
+6% +$109K 0.18% 114
2018
Q2
$1.91M Buy
37,829
+8,650
+30% +$460K 0.18% 114
2018
Q1
$1.52M Sell
29,179
-3,773
-11% -$203K 0.14% 129
2017
Q4
$1.64M Buy
32,952
+853
+3% +$41.2K 0.15% 123
2017
Q3
$1.51M Buy
+32,099
New +$1.48M 0.14% 124
2017
Q1
$1.24M Buy
+27,789
New +$1.3M 0.13% 127

Other funds holding TFC

F.L. Putnam Investment Management's TFC Position: Q1 2026 in Review

F.L. Putnam Investment Management reduced its Truist Financial (TFC) stake by 14% in Q1 2026, selling an estimated $62.2K and leaving 7,651 shares worth $352K. The position accounts for 0.01% of the portfolio, ranked #483.

F.L. Putnam Investment Management first reported a position in TFC in Q1 2017 and has held it in 23 quarters since. The position peaked at $7.85M in Q2 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • F.L. Putnam Investment Management held 7,651 shares of Truist Financial worth $352K as of Q1 2026.
  • F.L. Putnam Investment Management sold 1,258 Truist Financial shares in Q1 2026, an estimated $62.2K.
  • Truist Financial made up 0.01% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #483 holding.
  • F.L. Putnam Investment Management first reported a position in Truist Financial in Q1 2017 and has held it in 23 quarters since.
  • F.L. Putnam Investment Management's Truist Financial position peaked at $7.85M in Q2 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.