KA
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Klingman & Associates’s Truist Financial TFC Stock Holding History

Klingman & Associates’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 		$639K Buy
13,891
+262
+2% +$12.9K 0.03% 171
2025
Q4 		$671K Buy
13,629
+43
+0.3% +$1.98K 0.03% 161
2025
Q3 		$621K Buy
13,586
+83
+0.6% +$3.74K 0.03% 163
2025
Q2 		$580K Buy
13,503
+1,747
+15% +$68.4K 0.03% 156
2025
Q1 		$484K Buy
11,756
+248
+2% +$11K 0.03% 160
2024
Q4 		$499K Sell
11,508
-39
-0.3% -$1.74K 0.03% 151
2024
Q3 		$494K Hold
11,547
– – 0.03% 158
2024
Q2 		$449K Buy
11,547
+290
+3% +$11K 0.03% 147
2024
Q1 		$439K Buy
11,257
+45
+0.4% +$1.65K 0.03% 155
2023
Q4 		$414K Buy
11,212
+661
+6% +$20.8K 0.03% 151
2023
Q3 		$302K Sell
10,551
-303
-3% -$9.32K 0.02% 177
2023
Q2 		$329K Buy
+10,854
New +$337K 0.03% 164
2022
Q3 		– Sell
-4,360
Closed -$207K – 200
2022
Q2 		$207K Sell
4,360
-74
-2% -$3.65K 0.02% 184
2022
Q1 		$251K Buy
4,434
+74
+2% +$4.57K 0.02% 177
2021
Q4 		$255K Sell
4,360
-27
-0.6% -$1.65K 0.02% 157
2021
Q3 		$257K Sell
4,387
-112
-2% -$6.26K 0.02% 145
2021
Q2 		$250K Sell
4,499
-1,786
-28% -$105K 0.02% 142
2021
Q1 		$367K Buy
6,285
+1,777
+39% +$97.4K 0.04% 115
2020
Q4 		$216K Buy
+4,508
New +$204K 0.02% 147
2020
Q1 		– Sell
-3,735
Closed -$210K – 138
2019
Q4 		$210K Buy
+3,735
New +$202K 0.03% 131
2016
Q4 		– Sell
-2,000
Closed -$75K – 290
2016
Q3 		$75K Hold
2,000
– – 0.02% 157
2016
Q2 		$71K Hold
2,000
– – 0.02% 164
2016
Q1 		$67K Hold
2,000
– – 0.02% 175
2015
Q4 		$76K Hold
2,000
– – 0.03% 187
2015
Q3 		$71K Hold
2,000
– – 0.03% 188
2015
Q2 		$81K Hold
2,000
– – 0.03% 151
2015
Q1 		$78K Hold
2,000
– – 0.03% 145
2014
Q4 		$77K Buy
+2,000
New +$75.3K 0.03% 147

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

Klingman & Associates's TFC Position: Q1 2026 in Review

Klingman & Associates increased its Truist Financial (TFC) stake by 1.9% in Q1 2026, buying an estimated $12.9K and bringing the position to 13,891 shares worth $639K. The position accounts for 0.03% of the portfolio, ranked #171.

Klingman & Associates first reported a position in TFC in Q4 2014 and has held it in 28 quarters since. The position peaked at $671K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Klingman & Associates held 13,891 shares of Truist Financial worth $639K as of Q1 2026.
  • Klingman & Associates bought 262 Truist Financial shares in Q1 2026, an estimated $12.9K.
  • Truist Financial made up 0.03% of Klingman & Associates's portfolio in Q1 2026, its #171 holding.
  • Klingman & Associates first reported a position in Truist Financial in Q4 2014 and has held it in 28 quarters since.
  • Klingman & Associates's Truist Financial position peaked at $671K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.