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Lebenthal Global Advisors’s Truist Financial TFC Stock Holding History

Lebenthal Global 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
Q1 		$932K Buy
20,273
+76
+0.4% +$3.75K 0.14% 119
2025
Q4 		$994K Sell
20,197
-99
-0.5% -$4.56K 0.15% 99
2025
Q3 		$928K Sell
20,296
-111
-0.5% -$5K 0.16% 96
2025
Q2 		$877K Sell
20,407
-423
-2% -$16.6K 0.16% 92
2025
Q1 		$857K Buy
20,830
+116
+0.6% +$5.17K 0.16% 83
2024
Q4 		$899K Buy
20,714
+812
+4% +$36.2K 0.16% 92
2024
Q3 		$851K Buy
19,902
+158
+0.8% +$6.67K 0.17% 86
2024
Q2 		$767K Sell
19,744
-18
-0.1% -$680 0.17% 85
2024
Q1 		$770K Buy
19,762
+1,131
+6% +$41.4K 0.17% 80
2023
Q4 		$688K Sell
18,631
-1,300
-7% -$40.8K 0.16% 82
2023
Q3 		$570K Sell
19,931
-981
-5% -$30.2K 0.17% 73
2023
Q2 		$635K Buy
20,912
+6,897
+49% +$214K 0.18% 57
2023
Q1 		$478K Sell
14,015
-1,951
-12% -$85.2K 0.15% 75
2022
Q4 		$687K Buy
15,966
+1,428
+10% +$62.6K 0.23% 44
2022
Q3 		$632K Hold
14,538
– – 0.29% 36
2022
Q2 		$689K Buy
14,538
+5,673
+64% +$280K 0.33% 34
2022
Q1 		$502K Buy
8,865
+3,090
+54% +$191K 0.21% 83
2021
Q4 		$338K Buy
+5,775
New +$353K 0.14% 117
2021
Q2 		– Sell
-4,289
Closed -$250K – 183
2021
Q1 		$250K Buy
4,289
+1,304
+44% +$71.5K 0.15% 113
2020
Q4 		$143K Buy
+2,985
New +$135K 0.1% 125

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

Lebenthal Global Advisors's TFC Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Truist Financial (TFC) stake by 0.38% in Q1 2026, buying an estimated $3.75K and bringing the position to 20,273 shares worth $932K. The position accounts for 0.14% of the portfolio, ranked #119.

Lebenthal Global Advisors first reported a position in TFC in Q4 2020 and has held it in 20 quarters since. The position peaked at $994K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Lebenthal Global Advisors held 20,273 shares of Truist Financial worth $932K as of Q1 2026.
  • Lebenthal Global Advisors bought 76 Truist Financial shares in Q1 2026, an estimated $3.75K.
  • Truist Financial made up 0.14% of Lebenthal Global Advisors's portfolio in Q1 2026, its #119 holding.
  • Lebenthal Global Advisors first reported a position in Truist Financial in Q4 2020 and has held it in 20 quarters since.
  • Lebenthal Global Advisors's Truist Financial position peaked at $994K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.