Klingenstein Fields & Co’s Truist Financial TFC Stock Holding History

Klingenstein Fields & Co’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	$295K	Hold	5,912	–	–	0.01%	162
2026 Q1	$272K	Hold	5,912	–	–	0.01%	159
2025 Q4	$291K	Hold	5,912	–	–	0.01%	155
2025 Q3	$270K	Hold	5,912	–	–	0.01%	167
2025 Q2	$254K	Hold	5,912	–	–	0.01%	166
2025 Q1	$243K	Hold	5,912	–	–	0.01%	163
2024 Q4	$256K	Hold	5,912	–	–	0.01%	161
2024 Q3	$253K	Hold	5,912	–	–	0.01%	169
2024 Q2	$230K	Hold	5,912	–	–	0.01%	169
2024 Q1	$230K	Hold	5,912	–	–	0.01%	175
2023 Q4	$218K	Buy	+5,912	New	+$186K	0.01%	172
2022 Q1	–	Sell	-3,425	Closed	-$201K	–	194
2021 Q4	$201K	Hold	3,425	–	–	0.01%	192
2021 Q3	$201K	Buy	+3,425	New	+$191K	0.01%	195

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Klingenstein Fields & Co's TFC Position: Q2 2026 in Review

Klingenstein Fields & Co held its Truist Financial (TFC) position steady in Q2 2026 at 5,912 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #162.

Klingenstein Fields & Co first reported a position in TFC in Q3 2021 and has held it in 13 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Klingenstein Fields & Co held 5,912 shares of Truist Financial worth $295K as of Q2 2026.
Klingenstein Fields & Co left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.01% of Klingenstein Fields & Co's portfolio in Q2 2026, its #162 holding.
Klingenstein Fields & Co first reported a position in Truist Financial in Q3 2021 and has held it in 13 quarters since.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Klingenstein Fields & Co's 13F filing for Q2 2026, filed 5 Aug 2026.