HCM
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Hilton Capital Management’s Truist Financial TFC Stock Holding History

Hilton 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
Q1 		$6.01M Sell
130,702
-2,010
-2% -$99.3K 0.45% 52
2025
Q4 		$6.53M Buy
132,712
+1,903
+1% +$87.6K 0.49% 49
2025
Q3 		$5.98M Buy
130,809
+122,195
+1,419% +$5.51M 0.48% 54
2025
Q2 		$370K Buy
+8,614
New +$337K 0.03% 151

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hilton Capital Management's TFC Position: Q1 2026 in Review

Hilton Capital Management reduced its Truist Financial (TFC) stake by 1.5% in Q1 2026, selling an estimated $99.3K and leaving 130,702 shares worth $6.01M. The position accounts for 0.45% of the portfolio, ranked #52.

Hilton Capital Management first reported a position in TFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.53M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Hilton Capital Management held 130,702 shares of Truist Financial worth $6.01M as of Q1 2026.
  • Hilton Capital Management sold 2,010 Truist Financial shares in Q1 2026, an estimated $99.3K.
  • Truist Financial made up 0.45% of Hilton Capital Management's portfolio in Q1 2026, its #52 holding.
  • Hilton Capital Management first reported a position in Truist Financial in Q2 2025 and has held it in 4 quarters since.
  • Hilton Capital Management's Truist Financial position peaked at $6.53M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Hilton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.