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 Q3	$241K	Hold	5,196	–	–	0.04%	128
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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Lincoln Capital's TFC Position: Q3 2026 in Review

Lincoln Capital held its Truist Financial (TFC) position steady in Q3 2026 at 5,196 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #128.

Lincoln Capital first reported a position in TFC in Q4 2025 and has held it in 4 quarters since. The position peaked at $259K in Q2 2026. 74 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Lincoln Capital held 5,196 shares of Truist Financial worth $241K as of Q3 2026.
Lincoln Capital left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.04% of Lincoln Capital's portfolio in Q3 2026, its #128 holding.
Lincoln Capital first reported a position in Truist Financial in Q4 2025 and has held it in 4 quarters since.
Lincoln Capital's Truist Financial position peaked at $259K in Q2 2026.
74 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Lincoln Capital's 13F filing for Q3 2026, filed 9 Oct 2026.