HPCM
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Hunter Perkins Capital Management’s Truist Financial TFC Stock Holding History

Hunter Perkins 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 		$5.87M Sell
117,851
-31,115
-21% -$1.53M 1.32% 22
2026
Q1 		$6.85M Sell
148,966
-48,293
-24% -$2.39M 1.61% 18
2025
Q4 		$9.71M Sell
197,259
-5,840
-3% -$269K 2.24% 10
2025
Q3 		$9.29M Sell
203,099
-1,173
-0.6% -$52.9K 2.06% 15
2025
Q2 		$8.78M Buy
204,272
+870
+0.4% +$34K 2.08% 15
2025
Q1 		$8.37M Sell
203,402
-43,734
-18% -$1.95M 1.94% 16
2024
Q4 		$10.7M Buy
247,136
+18,515
+8% +$826K 2.25% 15
2024
Q3 		$9.78M Sell
228,621
-11,995
-5% -$507K 1.98% 19
2024
Q2 		$9.35M Sell
240,616
-5,790
-2% -$219K 1.97% 18
2024
Q1 		$9.61M Sell
246,406
-19,975
-7% -$731K 1.97% 20
2023
Q4 		$9.84M Sell
266,381
-120,125
-31% -$3.77M 2.06% 20
2023
Q3 		$11.1M Sell
386,506
-240,081
-38% -$7.38M 2.38% 15
2023
Q2 		$11.9M Buy
626,587
+390,731
+166% +$12.1M 2.53% 14
2023
Q1 		$8.04M Sell
235,856
-22,600
-9% -$987K 1.9% 15
2022
Q4 		$11.1M Buy
+258,456
New +$11.3M 2.51% 13

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

Hunter Perkins Capital Management's TFC Position: Q2 2026 in Review

Hunter Perkins Capital Management reduced its Truist Financial (TFC) stake by 21% in Q2 2026, selling an estimated $1.53M and leaving 117,851 shares worth $5.87M. The position accounts for 1.32% of the portfolio, ranked #22.

Hunter Perkins Capital Management first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9M in Q2 2023. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Hunter Perkins Capital Management held 117,851 shares of Truist Financial worth $5.87M as of Q2 2026.
  • Hunter Perkins Capital Management sold 31,115 Truist Financial shares in Q2 2026, an estimated $1.53M.
  • Truist Financial made up 1.32% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #22 holding.
  • Hunter Perkins Capital Management first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Hunter Perkins Capital Management's Truist Financial position peaked at $11.9M in Q2 2023.
  • 1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.