Kanawha Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.68M | Sell |
167,000
-16,393
| -9% | -$810K | 0.54% | 54 |
|
|
2025
Q4 | $9.02M | Sell |
183,393
-29,601
| -14% | -$1.36M | 0.62% | 50 |
|
|
2025
Q3 | $9.74M | Sell |
212,994
-15,636
| -7% | -$705K | 0.67% | 47 |
|
|
2025
Q2 | $9.83M | Sell |
228,630
-33,115
| -13% | -$1.3M | 0.73% | 46 |
|
|
2025
Q1 | $10.8M | Buy |
261,745
+1,347
| +0.5% | +$60K | 0.84% | 38 |
|
|
2024
Q4 | $11.3M | Sell |
260,398
-693
| -0.3% | -$30.9K | 0.89% | 36 |
|
|
2024
Q3 | $11.2M | Sell |
261,091
-3,873
| -1% | -$164K | 0.81% | 41 |
|
|
2024
Q2 | $10.3M | Buy |
264,964
+4,219
| +2% | +$159K | 0.81% | 38 |
|
|
2024
Q1 | $10.2M | Buy |
260,745
+9,964
| +4% | +$364K | 0.81% | 39 |
|
|
2023
Q4 | $9.26M | Sell |
250,781
-23,500
| -9% | -$738K | 0.85% | 37 |
|
|
2023
Q3 | $7.85M | Buy |
274,281
+8,556
| +3% | +$263K | 0.76% | 41 |
|
|
2023
Q2 | $8.06M | Buy |
265,725
+4,701
| +2% | +$146K | 0.74% | 40 |
|
|
2023
Q1 | $8.9M | Buy |
261,024
+17,190
| +7% | +$750K | 0.85% | 38 |
|
|
2022
Q4 | $10.5M | Buy |
243,834
+1,091
| +0.4% | +$47.9K | 1.03% | 33 |
|
|
2022
Q3 | $10.6M | Sell |
242,743
-5,562
| -2% | -$268K | 1.15% | 31 |
|
|
2022
Q2 | $11.8M | Buy |
248,305
+6,831
| +3% | +$337K | 1.19% | 32 |
|
|
2022
Q1 | $13.7M | Sell |
241,474
-154
| -0.1% | -$9.51K | 1.2% | 30 |
|
|
2021
Q4 | $14.1M | Buy |
241,628
+983
| +0.4% | +$60.1K | 1.19% | 28 |
|
|
2021
Q3 | $14.1M | Buy |
240,645
+1,573
| +0.7% | +$87.9K | 1.31% | 27 |
|
|
2021
Q2 | $13.3M | Buy |
239,072
+3,972
| +2% | +$233K | 1.22% | 28 |
|
|
2021
Q1 | $13.7M | Sell |
235,100
-2,589
| -1% | -$142K | 1.33% | 27 |
|
|
2020
Q4 | $11.4M | Buy |
237,689
+3,237
| +1% | +$147K | 1.17% | 30 |
|
|
2020
Q3 | $8.92M | Buy |
234,452
+3,468
| +2% | +$131K | 1.03% | 33 |
|
|
2020
Q2 | $8.67M | Buy |
230,984
+259
| +0.1% | +$9.33K | 1.07% | 31 |
|
|
2020
Q1 | $7.12M | Buy |
230,725
+7,567
| +3% | +$358K | 1.04% | 36 |
|
|
2019
Q4 | $12.6M | Buy |
223,158
+16,673
| +8% | +$903K | 1.47% | 24 |
|
|
2019
Q3 | $11M | Buy |
206,485
+4,513
| +2% | +$224K | 1.43% | 27 |
|
|
2019
Q2 | $9.92M | Sell |
201,972
-6,778
| -3% | -$332K | 1.33% | 30 |
|
|
2019
Q1 | $9.71M | Sell |
208,750
-431
| -0.2% | -$21K | 1.36% | 30 |
|
|
2018
Q4 | $9.06M | Buy |
209,181
+12,476
| +6% | +$599K | 1.42% | 29 |
|
|
2018
Q3 | $9.55M | Sell |
196,705
-330
| -0.2% | -$16.9K | 1.33% | 30 |
|
|
2018
Q2 | $9.94M | Sell |
197,035
-640
| -0.3% | -$34K | 1.48% | 27 |
|
|
2018
Q1 | $10.3M | Sell |
197,675
-2,386
| -1% | -$129K | 1.55% | 25 |
|
|
2017
Q4 | $9.95M | Buy |
200,061
+2,049
| +1% | +$98.9K | 1.46% | 25 |
|
|
2017
Q3 | $9.29M | Sell |
198,012
-1,510
| -0.8% | -$69.4K | 1.42% | 26 |
|
|
2017
Q2 | $9.06M | Buy |
199,522
+870
| +0.4% | +$37.8K | 1.41% | 27 |
|
|
2017
Q1 | $8.88M | Buy |
198,652
+1,982
| +1% | +$92.6K | 1.41% | 26 |
|
|
2016
Q4 | $9.25M | Sell |
196,670
-5,117
| -3% | -$218K | 1.55% | 24 |
|
|
2016
Q3 | $7.61M | Sell |
201,787
-2,057
| -1% | -$76.6K | 1.28% | 28 |
|
|
2016
Q2 | $7.26M | Buy |
203,844
+1,060
| +0.5% | +$37K | 1.21% | 31 |
|
|
2016
Q1 | $6.75M | Buy |
202,784
+6,725
| +3% | +$223K | 1.16% | 35 |
|
|
2015
Q4 | $7.41M | Buy |
196,059
+171
| +0.1% | +$6.43K | 1.33% | 30 |
|
|
2015
Q3 | $6.97M | Sell |
195,888
-910
| -0.5% | -$35.1K | 1.35% | 28 |
|
|
2015
Q2 | $7.93M | Buy |
196,798
+600
| +0.3% | +$23.7K | 1.4% | 28 |
|
|
2015
Q1 | $7.65M | Sell |
196,198
-930
| -0.5% | -$35K | 1.34% | 30 |
|
|
2014
Q4 | $7.67M | Buy |
197,128
+5,344
| +3% | +$201K | 1.34% | 27 |
|
|
2014
Q3 | $7.14M | Buy |
191,784
+4,185
| +2% | +$158K | 1.3% | 29 |
|
|
2014
Q2 | $7.4M | Sell |
187,599
-812
| -0.4% | -$31.1K | 1.36% | 29 |
|
|
2014
Q1 | $7.57M | Buy |
188,411
+5,518
| +3% | +$211K | 1.43% | 25 |
|
|
2013
Q4 | $6.83M | Buy |
182,893
+10,905
| +6% | +$377K | 1.3% | 32 |
|
|
2013
Q3 | $5.8M | Buy |
171,988
+7,150
| +4% | +$250K | 1.2% | 34 |
|
|
2013
Q2 | $5.58M | Buy |
+164,838
| New | +$5.26M | 1.23% | 35 |
|
Other funds holding TFC
VCM
VPM
Kanawha Capital Management's TFC Position: Q1 2026 in Review
Kanawha Capital Management reduced its Truist Financial (TFC) stake by 8.9% in Q1 2026, selling an estimated $810K and leaving 167,000 shares worth $7.68M. The position accounts for 0.54% of the portfolio, ranked #54.
Kanawha Capital Management first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.1M in Q4 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Kanawha Capital Management held 167,000 shares of Truist Financial worth $7.68M as of Q1 2026.
- Kanawha Capital Management sold 16,393 Truist Financial shares in Q1 2026, an estimated $810K.
- Truist Financial made up 0.54% of Kanawha Capital Management's portfolio in Q1 2026, its #54 holding.
- Kanawha Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
- Kanawha Capital Management's Truist Financial position peaked at $14.1M in Q4 2021.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.