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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
Q2 		$6.64M Buy
133,278
+2,576
+2% +$127K 0.45% 60
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Hilton Capital Management's TFC Position: Q2 2026 in Review

Hilton Capital Management increased its Truist Financial (TFC) stake by 2% in Q2 2026, buying an estimated $127K and bringing the position to 133,278 shares worth $6.64M. The position accounts for 0.45% of the portfolio, ranked #60.

Hilton Capital Management first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Hilton Capital Management held 133,278 shares of Truist Financial worth $6.64M as of Q2 2026.
  • Hilton Capital Management bought 2,576 Truist Financial shares in Q2 2026, an estimated $127K.
  • Truist Financial made up 0.45% of Hilton Capital Management's portfolio in Q2 2026, its #60 holding.
  • Hilton Capital Management first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Hilton Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.