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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
2019
Q1 		– Sell
-200
Closed -$2K – 132
2018
Q4 		$2K Buy
+200
New +$9.6K ﹤0.01% 128

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. 1,643 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.
  • 1,643 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.