Hillsdale Investment Management’s Truist Financial TFC Stock Holding History

Hillsdale 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	$115K	Sell	2,500 -1,510	-38%	-$74.6K	﹤0.01%	573
2025 Q4	$197K	Buy	4,010 +2,500	+166%	+$115K	0.01%	497
2025 Q3	$69K	Buy	1,510 +1,260	+504%	+$56.8K	﹤0.01%	502
2025 Q2	$10.7K	Buy	+250	New	+$9.78K	﹤0.01%	519
2019 Q1	–	Sell	-900	Closed	-$39K	–	682
2018 Q4	$39K	Buy	+900	New	+$43.2K	﹤0.01%	428
2018 Q3	–	Sell	-7,300	Closed	-$368K	–	548
2018 Q2	$368K	Hold	7,300	–	–	0.05%	261
2018 Q1	$380K	Buy	+7,300	New	+$393K	0.05%	233

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Hillsdale Investment Management's TFC Position: Q1 2026 in Review

Hillsdale Investment Management reduced its Truist Financial (TFC) stake by 38% in Q1 2026, selling an estimated $74.6K and leaving 2,500 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Hillsdale Investment Management first reported a position in TFC in Q1 2018 and has held it in 7 quarters since. The position peaked at $380K in Q1 2018. 1,645 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Hillsdale Investment Management held 2,500 shares of Truist Financial worth $115K as of Q1 2026.
Hillsdale Investment Management sold 1,510 Truist Financial shares in Q1 2026, an estimated $74.6K.
Truist Financial made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #573 holding.
Hillsdale Investment Management first reported a position in Truist Financial in Q1 2018 and has held it in 7 quarters since.
Hillsdale Investment Management's Truist Financial position peaked at $380K in Q1 2018.
1,645 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.