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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
Q2 		$215K Buy
+4,311
New +$212K 0.12% 143
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 $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

Kuhn & Co Investment Counsel's TFC Position: Q2 2026 in Review

Kuhn & Co Investment Counsel opened a new position in Truist Financial (TFC) in Q2 2026: 4,311 shares worth $215K. The stake represents 0.12% of the portfolio and ranks #143 among its holdings. This is a return to the name: Kuhn & Co Investment Counsel previously reported a position in TFC as recently as Q4 2025.

Kuhn & Co Investment Counsel first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Kuhn & Co Investment Counsel held 4,311 shares of Truist Financial worth $215K as of Q2 2026.
  • Truist Financial was a new Kuhn & Co Investment Counsel position in Q2 2026.
  • Truist Financial made up 0.12% of Kuhn & Co Investment Counsel's portfolio in Q2 2026, its #143 holding.
  • Kuhn & Co Investment Counsel first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Kuhn & Co Investment Counsel's 13F filing for Q2 2026, filed 31 Jul 2026.