Hayek Kallen Investment Management’s Truist Financial TFC Stock Holding History

Hayek Kallen Investment 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 Q1	$379K	Buy	+8,250	New	+$408K	0.12%	72
2025 Q4	–	Sell	-11,047	Closed	-$505K	–	171
2025 Q3	$505K	Hold	11,047	–	–	0.16%	68
2025 Q2	$475K	Buy	11,047 +2,000	+22%	+$78.3K	0.16%	71
2025 Q1	$372K	Hold	9,047	–	–	0.14%	71
2024 Q4	$392K	Hold	9,047	–	–	0.14%	70
2024 Q3	$387K	Hold	9,047	–	–	0.14%	71
2024 Q2	$351K	Hold	9,047	–	–	0.13%	72
2024 Q1	$353K	Hold	9,047	–	–	0.14%	72
2023 Q4	$334K	Hold	9,047	–	–	0.14%	70
2023 Q3	$259K	Hold	9,047	–	–	0.12%	75
2023 Q2	$275K	Hold	9,047	–	–	0.12%	72
2023 Q1	$309K	Hold	9,047	–	–	0.14%	69
2022 Q4	$389K	Hold	9,047	–	–	0.18%	65
2022 Q3	$394K	Hold	9,047	–	–	0.19%	66
2022 Q2	$429K	Hold	9,047	–	–	0.19%	64
2022 Q1	$513K	Hold	9,047	–	–	0.19%	67
2021 Q4	$530K	Buy	+9,047	New	+$553K	0.19%	66

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

Hayek Kallen Investment Management's TFC Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in Truist Financial (TFC) in Q1 2026: 8,250 shares worth $379K. The stake represents 0.12% of the portfolio and ranks #72 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in TFC as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in TFC in Q4 2021 and has held it in 17 quarters since. The position peaked at $530K in Q4 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Hayek Kallen Investment Management held 8,250 shares of Truist Financial worth $379K as of Q1 2026.
Truist Financial was a new Hayek Kallen Investment Management position in Q1 2026.
Truist Financial made up 0.12% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #72 holding.
Hayek Kallen Investment Management first reported a position in Truist Financial in Q4 2021 and has held it in 17 quarters since.
Hayek Kallen Investment Management's Truist Financial position peaked at $530K in Q4 2021.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.