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Longfellow Investment Management’s Truist Financial TFC Stock Holding History

Longfellow Investment Management’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 		$509K Hold
11,083
– – 0.11% 111
2025
Q4 		$545K Hold
11,083
– – 0.12% 107
2025
Q3 		$507K Hold
11,083
– – 0.12% 118
2025
Q2 		$476K Hold
11,083
– – 0.12% 109
2025
Q1 		$456K Hold
11,083
– – 0.11% 104
2024
Q4 		$481K Sell
11,083
-711
-6% -$31.7K 0.12% 91
2024
Q3 		$504K Buy
11,794
+71
+0.6% +$3K 0.13% 94
2024
Q2 		$455K Buy
11,723
+81
+0.7% +$3.06K 0.11% 98
2024
Q1 		$454K Buy
11,642
+79
+0.7% +$2.89K 0.1% 99
2023
Q4 		$427K Sell
11,563
-39,248
-77% -$1.23M 0.11% 97
2023
Q3 		$1.45M Hold
50,811
– – 0.38% 36
2023
Q2 		$1.54M Buy
50,811
+3,437
+7% +$107K 0.35% 39
2023
Q1 		$1.62M Buy
47,374
+31,435
+197% +$1.37M 0.37% 35
2022
Q4 		$686K Hold
15,939
– – 0.16% 102
2022
Q3 		$694K Hold
15,939
– – 0.14% 126
2022
Q2 		$756K Buy
15,939
+7,156
+81% +$353K 0.16% 116
2022
Q1 		$498K Hold
8,783
– – 0.08% 158
2021
Q4 		$515K Hold
8,783
– – 0.08% 151
2021
Q3 		$516K Hold
8,783
– – 0.08% 157
2021
Q2 		$488K Sell
8,783
-4,937
-36% -$290K 0.07% 173
2021
Q1 		$801K Buy
+13,720
New +$752K 0.1% 193

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

Longfellow Investment Management's TFC Position: Q1 2026 in Review

Longfellow Investment Management held its Truist Financial (TFC) position steady in Q1 2026 at 11,083 shares worth $509K. The position accounts for 0.11% of the portfolio, ranked #111.

Longfellow Investment Management first reported a position in TFC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.62M in Q1 2023. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Longfellow Investment Management held 11,083 shares of Truist Financial worth $509K as of Q1 2026.
  • Longfellow Investment Management left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up 0.11% of Longfellow Investment Management's portfolio in Q1 2026, its #111 holding.
  • Longfellow Investment Management first reported a position in Truist Financial in Q1 2021 and has held it in 21 quarters since.
  • Longfellow Investment Management's Truist Financial position peaked at $1.62M in Q1 2023.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Longfellow Investment Management's 13F filing for Q1 2026, filed 12 May 2026.