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KG&L Capital Management’s Truist Financial TFC Stock Holding History

KG&L 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 		– Sell
-18,709
Closed -$921K – 206
2025
Q4 		$921K Sell
18,709
-300
-2% -$13.8K 0.23% 94
2025
Q3 		$869K Sell
19,009
-500
-3% -$22.5K 0.23% 95
2025
Q2 		$839K Sell
19,509
-6,070
-24% -$237K 0.25% 85
2025
Q1 		$1.05M Buy
25,579
+2,950
+13% +$131K 0.34% 67
2024
Q4 		$982K Sell
22,629
-300
-1% -$13.4K 0.32% 71
2024
Q3 		$981K Hold
22,929
– – 0.32% 71
2024
Q2 		$891K Sell
22,929
-1,990
-8% -$75.2K 0.31% 72
2024
Q1 		$971K Sell
24,919
-2,035
-8% -$74.4K 0.39% 57
2023
Q4 		$995K Sell
26,954
-1,347
-5% -$42.3K 0.42% 52
2023
Q3 		$810K Buy
28,301
+5,202
+23% +$160K 0.39% 55
2023
Q2 		$701K Buy
+23,099
New +$717K 0.34% 65
2020
Q1 		– Sell
-4,921
Closed -$277K – 100
2019
Q4 		$277K Sell
4,921
-1,171
-19% -$63.4K 0.23% 85
2019
Q3 		$325K Sell
6,092
-1,367
-18% -$67.7K 0.29% 70
2019
Q2 		$366K Buy
7,459
+439
+6% +$21.5K 0.35% 66
2019
Q1 		$328K Sell
7,020
-1,205
-15% -$58.8K 0.33% 67
2018
Q4 		$358K Buy
+8,225
New +$395K 0.4% 69

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

KG&L Capital Management's TFC Position: Q1 2026 in Review

KG&L Capital Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 18,709 shares — an estimated $921K sold.

KG&L Capital Management first reported a position in TFC in Q4 2018 and held it in 16 quarters. The position peaked at $1.05M in Q1 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • KG&L Capital Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • KG&L Capital Management sold 18,709 Truist Financial shares in Q1 2026, an estimated $921K.
  • KG&L Capital Management first reported a position in Truist Financial in Q4 2018 and held it in 16 quarters.
  • KG&L Capital Management's Truist Financial position peaked at $1.05M in Q1 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on KG&L Capital Management's 13F filing for Q1 2026, filed 23 Apr 2026.