Logan Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-177,473
| Closed | -$8.77M | – | 502 |
|
|
2025
Q4 | $8.73M | Sell |
177,473
-61
| -0% | -$2.81K | 0.37% | 75 |
|
|
2025
Q3 | $8.12M | Buy |
177,534
+305
| +0.2% | +$13.8K | 0.34% | 81 |
|
|
2025
Q2 | $7.62M | Sell |
177,229
-13,497
| -7% | -$528K | 0.35% | 80 |
|
|
2025
Q1 | $7.85M | Buy |
190,726
+342
| +0.2% | +$15.2K | 0.36% | 83 |
|
|
2024
Q4 | $8.26M | Buy |
190,384
+1,349
| +0.7% | +$60.2K | 0.35% | 82 |
|
|
2024
Q3 | $8.09M | Sell |
189,035
-855
| -0.5% | -$36.1K | 0.33% | 84 |
|
|
2024
Q2 | $7.38M | Sell |
189,890
-875
| -0.5% | -$33.1K | 0.32% | 86 |
|
|
2024
Q1 | $7.44M | Buy |
190,765
+4,820
| +3% | +$176K | 0.32% | 91 |
|
|
2023
Q4 | $6.87M | Sell |
185,945
-6,637
| -3% | -$208K | 0.32% | 92 |
|
|
2023
Q3 | $5.51M | Sell |
192,582
-299,933
| -61% | -$9.22M | 0.28% | 100 |
|
|
2023
Q2 | $14.9M | Buy |
492,515
+15,863
| +3% | +$493K | 0.72% | 43 |
|
|
2023
Q1 | $16.3M | Buy |
476,652
+59,218
| +14% | +$2.59M | 0.79% | 36 |
|
|
2022
Q4 | $18M | Sell |
417,434
-40,449
| -9% | -$1.77M | 0.92% | 29 |
|
|
2022
Q3 | $19.9M | Buy |
457,883
+23,327
| +5% | +$1.12M | 1.19% | 17 |
|
|
2022
Q2 | $20.6M | Sell |
434,556
-16,605
| -4% | -$819K | 1.18% | 16 |
|
|
2022
Q1 | $25.6M | Sell |
451,161
-11,198
| -2% | -$692K | 1.24% | 13 |
|
|
2021
Q4 | $27.1M | Sell |
462,359
-6,223
| -1% | -$380K | 1.17% | 21 |
|
|
2021
Q3 | $27.5M | Buy |
468,582
+230,573
| +97% | +$12.9M | 1.28% | 16 |
|
|
2021
Q2 | $13.2M | Buy |
238,009
+2,344
| +1% | +$138K | 0.61% | 56 |
|
|
2021
Q1 | $13.7M | Buy |
235,665
+711
| +0.3% | +$39K | 0.69% | 45 |
|
|
2020
Q4 | $11.3M | Buy |
234,954
+156,603
| +200% | +$7.09M | 0.56% | 54 |
|
|
2020
Q3 | $2.98M | Sell |
78,351
-164,399
| -68% | -$6.19M | 0.16% | 147 |
|
|
2020
Q2 | $9.12M | Buy |
242,750
+186,322
| +330% | +$6.71M | 0.53% | 60 |
|
|
2020
Q1 | $1.74M | Sell |
56,428
-173,998
| -76% | -$8.23M | 0.12% | 151 |
|
|
2019
Q4 | $13M | Buy |
230,426
+56,445
| +32% | +$3.06M | 0.71% | 42 |
|
|
2019
Q3 | $9.29M | Hold |
173,981
| – | – | 0.55% | 53 |
|
|
2019
Q2 | $8.55M | Hold |
173,981
| – | – | 0.5% | 57 |
|
|
2019
Q1 | $8.1M | Hold |
173,981
| – | – | 0.5% | 60 |
|
|
2018
Q4 | $7.54M | Hold |
173,981
| – | – | 0.6% | 51 |
|
|
2018
Q3 | $8.45M | Hold |
173,981
| – | – | 0.55% | 50 |
|
|
2018
Q2 | $8.78M | Hold |
173,981
| – | – | 0.61% | 47 |
|
|
2018
Q1 | $9.05M | Hold |
173,981
| – | – | 0.64% | 46 |
|
|
2017
Q4 | $8.65M | Hold |
173,981
| – | – | 0.61% | 48 |
|
|
2017
Q3 | $8.17M | Hold |
173,981
| – | – | 0.58% | 52 |
|
|
2017
Q2 | $7.9M | Hold |
173,981
| – | – | 0.59% | 57 |
|
|
2017
Q1 | $7.78M | Hold |
173,981
| – | – | 0.6% | 55 |
|
|
2016
Q4 | $8.18M | Hold |
173,981
| – | – | 0.66% | 51 |
|
|
2016
Q3 | $6.56M | Hold |
173,981
| – | – | 0.54% | 57 |
|
|
2016
Q2 | $6.2M | Buy |
173,981
+16,850
| +11% | +$589K | 0.52% | 58 |
|
|
2016
Q1 | $5.23M | Sell |
157,131
-1,280
| -0.8% | -$42.5K | 0.42% | 64 |
|
|
2015
Q4 | $5.99M | Buy |
158,411
+1,885
| +1% | +$70.9K | 0.48% | 56 |
|
|
2015
Q3 | $5.57M | Buy |
+156,526
| New | +$6.04M | 0.46% | 61 |
|
Other funds holding TFC
VCM
VPM
Logan Capital Management's TFC Position: Q1 2026 in Review
Logan Capital Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 177,473 shares — an estimated $8.77M sold.
Logan Capital Management first reported a position in TFC in Q3 2015 and held it in 42 quarters. The position peaked at $27.5M in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Logan Capital Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
- Logan Capital Management sold 177,473 Truist Financial shares in Q1 2026, an estimated $8.77M.
- Logan Capital Management first reported a position in Truist Financial in Q3 2015 and held it in 42 quarters.
- Logan Capital Management's Truist Financial position peaked at $27.5M in Q3 2021.
- 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Logan Capital Management's 13F filing for Q1 2026, filed 8 May 2026.