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Loudon Investment Management’s Truist Financial TFC Stock Holding History

Loudon 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
Q2 		$5.83M Sell
116,962
-2,112
-2% -$104K 2.86% 8
2026
Q1 		$5.47M Sell
119,074
-1,700
-1% -$84K 2.95% 7
2025
Q4 		$5.94M Hold
120,774
– – 3.11% 8
2025
Q3 		$5.52M Sell
120,774
-4,047
-3% -$182K 2.89% 8
2025
Q2 		$5.37M Sell
124,821
-525
-0.4% -$20.5K 2.97% 7
2025
Q1 		$5.16M Buy
125,346
+2,519
+2% +$112K 2.95% 9
2024
Q4 		$5.33M Sell
122,827
-600
-0.5% -$26.8K 3.03% 9
2024
Q3 		$5.28M Sell
123,427
-2,200
-2% -$92.9K 2.89% 8
2024
Q2 		$4.88M Sell
125,627
-391
-0.3% -$14.8K 2.87% 7
2024
Q1 		$4.91M Sell
126,018
-10,175
-7% -$372K 2.82% 8
2023
Q4 		$5.03M Buy
136,193
+4,795
+4% +$151K 3.11% 6
2023
Q3 		$3.76M Buy
131,398
+20,490
+18% +$630K 2.59% 13
2023
Q2 		$3.37M Buy
110,908
+92,359
+498% +$2.87M 2.22% 16
2023
Q1 		$633K Buy
18,549
+11,383
+159% +$497K 0.44% 59
2022
Q4 		$308K Buy
7,166
+1,131
+19% +$49.6K 0.22% 81
2022
Q3 		$263K Sell
6,035
-16,236
-73% -$781K 0.21% 83
2022
Q2 		$1.06M Buy
22,271
+9,645
+76% +$476K 0.79% 39
2022
Q1 		$716K Sell
12,626
-605
-5% -$37.4K 0.47% 58
2021
Q4 		$775K Sell
13,231
-500
-4% -$30.5K 0.49% 55
2021
Q3 		$805K Sell
13,731
-374
-3% -$20.9K 0.57% 46
2021
Q2 		$783K Buy
14,105
+1,180
+9% +$69.3K 0.53% 50
2021
Q1 		$754K Buy
12,925
+6,700
+108% +$367K 0.54% 48
2020
Q4 		$298K Sell
6,225
-1,300
-17% -$58.9K 0.23% 63
2020
Q3 		$286K Sell
7,525
-25
-0.3% -$942 0.24% 64
2020
Q2 		$284K Sell
7,550
-300
-4% -$10.8K 0.25% 64
2020
Q1 		$242K Sell
7,850
-2,125
-21% -$100K 0.25% 71
2019
Q4 		$562K Buy
9,975
+75
+0.8% +$4.06K 0.44% 58
2019
Q3 		$528K Buy
9,900
+3,325
+51% +$165K 0.44% 56
2019
Q2 		$323K Buy
+6,575
New +$322K 0.27% 70

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Loudon Investment Management's TFC Position: Q2 2026 in Review

Loudon Investment Management reduced its Truist Financial (TFC) stake by 1.8% in Q2 2026, selling an estimated $104K and leaving 116,962 shares worth $5.83M. The position accounts for 2.86% of the portfolio, ranked #8.

Loudon Investment Management first reported a position in TFC in Q2 2019 and has held it in 29 quarters since. The position peaked at $5.94M in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Loudon Investment Management held 116,962 shares of Truist Financial worth $5.83M as of Q2 2026.
  • Loudon Investment Management sold 2,112 Truist Financial shares in Q2 2026, an estimated $104K.
  • Truist Financial made up 2.86% of Loudon Investment Management's portfolio in Q2 2026, its #8 holding.
  • Loudon Investment Management first reported a position in Truist Financial in Q2 2019 and has held it in 29 quarters since.
  • Loudon Investment Management's Truist Financial position peaked at $5.94M in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Loudon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.