First City Capital Management’s Truist Financial TFC Stock Holding History

First City 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
2026 Q2	$716K	Hold	14,368	–	–	0.35%	75
2026 Q1	$660K	Buy	14,368 +457	+3%	+$22.6K	0.35%	78
2025 Q4	$685K	Sell	13,911 -448	-3%	-$20.6K	0.36%	73
2025 Q3	$656K	Buy	14,359 +13	+0.1%	+$586	0.35%	72
2025 Q2	$617K	Buy	14,346 +1,224	+9%	+$47.9K	0.36%	71
2025 Q1	$540K	Sell	13,122 -1,979	-13%	-$88.2K	0.32%	76
2024 Q4	$655K	Buy	15,101 +520	+4%	+$23.2K	0.35%	70
2024 Q3	$624K	Buy	14,581 +3,272	+29%	+$138K	0.32%	77
2024 Q2	$439K	Buy	11,309 +4,677	+71%	+$177K	0.25%	101
2024 Q1	$259K	Buy	6,632 +91	+1%	+$3.33K	0.14%	151
2023 Q4	$241K	Buy	+6,541	New	+$205K	0.14%	148
2016 Q2	–	Sell	-4,001	Closed	-$133K	–	479
2016 Q1	$133K	Hold	4,001	–	–	0.09%	170
2015 Q4	$151K	Sell	4,001 -700	-15%	-$26.3K	0.1%	159
2015 Q3	$167K	Buy	4,701 +1	+0%	+$39	0.12%	142
2015 Q2	$189K	Buy	4,700 +50	+1%	+$1.98K	0.13%	133
2015 Q1	$181K	Sell	4,650 -140	-3%	-$5.28K	0.13%	144
2014 Q4	$186K	Hold	4,790	–	–	0.13%	137
2014 Q3	$178K	Hold	4,790	–	–	0.13%	147
2014 Q2	$189K	Hold	4,790	–	–	0.13%	141
2014 Q1	$192K	Buy	+4,790	New	+$183K	0.14%	144
2013 Q3	–	Sell	-7,750	Closed	-$263K	–	166
2013 Q2	$263K	Buy	+7,750	New	+$247K	0.24%	111

Other funds holding TFC

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

First City Capital Management's TFC Position: Q2 2026 in Review

First City Capital Management held its Truist Financial (TFC) position steady in Q2 2026 at 14,368 shares worth $716K. The position accounts for 0.35% of the portfolio, ranked #75.

First City Capital Management first reported a position in TFC in Q2 2013 and has held it in 21 quarters since. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

First City Capital Management held 14,368 shares of Truist Financial worth $716K as of Q2 2026.
First City Capital Management left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.35% of First City Capital Management's portfolio in Q2 2026, its #75 holding.
First City Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 21 quarters since.
489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on First City Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.