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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
Q2 		$16.9M Sell
339,124
-14,334
-4% -$705K 1.33% 19
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
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

KLCM Advisors's TFC Position: Q2 2026 in Review

KLCM Advisors reduced its Truist Financial (TFC) stake by 4.1% in Q2 2026, selling an estimated $705K and leaving 339,124 shares worth $16.9M. The position accounts for 1.33% of the portfolio, ranked #19.

KLCM Advisors first reported a position in TFC in Q2 2015 and has held it in 9 quarters since. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • KLCM Advisors held 339,124 shares of Truist Financial worth $16.9M as of Q2 2026.
  • KLCM Advisors sold 14,334 Truist Financial shares in Q2 2026, an estimated $705K.
  • Truist Financial made up 1.33% of KLCM Advisors's portfolio in Q2 2026, its #19 holding.
  • KLCM Advisors first reported a position in Truist Financial in Q2 2015 and has held it in 9 quarters since.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.