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Kuhn & Co Investment Counsel’s Truist Financial TFC Stock Holding History

Kuhn & Co Investment Counsel’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 		– Sell
-4,290
Closed -$211K – 146
2025
Q4 		$211K Buy
+4,290
New +$198K 0.14% 139

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

Kuhn & Co Investment Counsel's TFC Position: Q1 2026 in Review

Kuhn & Co Investment Counsel sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,290 shares — an estimated $211K sold.

Kuhn & Co Investment Counsel first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Kuhn & Co Investment Counsel reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Kuhn & Co Investment Counsel sold 4,290 Truist Financial shares in Q1 2026, an estimated $211K.
  • Kuhn & Co Investment Counsel first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
  • Kuhn & Co Investment Counsel's Truist Financial position peaked at $211K in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.