KLCM Advisors’s Truist Financial TFC Stock Holding History

KLCM Advisors’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	$16.2M	Buy	353,458 +19,875	+6%	+$982K	1.37%	17
2025 Q4	$16.4M	Sell	333,583 -5,815	-2%	-$268K	1.41%	16
2025 Q3	$15.5M	Sell	339,398 -620	-0.2%	-$28K	1.55%	16
2025 Q2	$14.6M	Sell	340,018 -10,800	-3%	-$423K	1.55%	19
2025 Q1	$14.4M	Buy	350,818 +2,350	+0.7%	+$105K	1.69%	21
2024 Q4	$15.1M	Sell	348,468 -5,108	-1%	-$228K	1.75%	19
2024 Q3	$15.1M	Buy	+353,576	New	+$14.9M	1.79%	15
2015 Q3	–	Sell	-5,140	Closed	-$207K	–	123
2015 Q2	$207K	Buy	+5,140	New	+$203K	0.05%	112

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

KLCM Advisors's TFC Position: Q1 2026 in Review

KLCM Advisors increased its Truist Financial (TFC) stake by 6% in Q1 2026, buying an estimated $982K and bringing the position to 353,458 shares worth $16.2M. The position accounts for 1.37% of the portfolio, ranked #17.

KLCM Advisors first reported a position in TFC in Q2 2015 and has held it in 8 quarters since. The position peaked at $16.4M in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

KLCM Advisors held 353,458 shares of Truist Financial worth $16.2M as of Q1 2026.
KLCM Advisors bought 19,875 Truist Financial shares in Q1 2026, an estimated $982K.
Truist Financial made up 1.37% of KLCM Advisors's portfolio in Q1 2026, its #17 holding.
KLCM Advisors first reported a position in Truist Financial in Q2 2015 and has held it in 8 quarters since.
KLCM Advisors's Truist Financial position peaked at $16.4M in Q4 2025.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.