Lincoln Capital’s Truist Financial TFC Stock Holding History

Lincoln Capital’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	$259K	Hold	5,196	–	–	0.05%	125
2026 Q1	$239K	Hold	5,196	–	–	0.05%	122
2025 Q4	$256K	Buy	+5,196	New	+$239K	0.05%	116

Other funds holding TFC

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

SAM

SEB Asset Management Stockholm $26.6B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Lincoln Capital's TFC Position: Q2 2026 in Review

Lincoln Capital held its Truist Financial (TFC) position steady in Q2 2026 at 5,196 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #125.

Lincoln Capital first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 901 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Lincoln Capital held 5,196 shares of Truist Financial worth $259K as of Q2 2026.
Lincoln Capital left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.05% of Lincoln Capital's portfolio in Q2 2026, its #125 holding.
Lincoln Capital first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
901 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Lincoln Capital's 13F filing for Q2 2026, filed 7 Jul 2026.