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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
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 $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

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

Loudon Investment Management reduced its Truist Financial (TFC) stake by 1.4% in Q1 2026, selling an estimated $84K and leaving 119,074 shares worth $5.47M. The position accounts for 2.95% of the portfolio, ranked #7.

Loudon Investment Management first reported a position in TFC in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.94M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Loudon Investment Management held 119,074 shares of Truist Financial worth $5.47M as of Q1 2026.
  • Loudon Investment Management sold 1,700 Truist Financial shares in Q1 2026, an estimated $84K.
  • Truist Financial made up 2.95% of Loudon Investment Management's portfolio in Q1 2026, its #7 holding.
  • Loudon Investment Management first reported a position in Truist Financial in Q2 2019 and has held it in 28 quarters since.
  • Loudon Investment Management's Truist Financial position peaked at $5.94M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Loudon Investment Management's 13F filing for Q1 2026, filed 11 May 2026.