Luther King Capital Management (LKCM)’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
Q2 | $29.2M | Buy |
586,999
+85,353
| +17% | +$4.2M | 0.12% | 116 |
|
|
2026
Q1 | $23.1M | Buy |
501,646
+107,958
| +27% | +$5.33M | 0.1% | 125 |
|
|
2025
Q4 | $19.4M | Buy |
393,688
+154,900
| +65% | +$7.13M | 0.08% | 133 |
|
|
2025
Q3 | $10.9M | Buy |
238,788
+115,809
| +94% | +$5.22M | 0.05% | 167 |
|
|
2025
Q2 | $5.29M | Buy |
122,979
+73,823
| +150% | +$2.89M | 0.02% | 240 |
|
|
2025
Q1 | $2.02M | Sell |
49,156
-21
| -0% | -$936 | 0.01% | 322 |
|
|
2024
Q4 | $2.13M | Sell |
49,177
-16,816
| -25% | -$750K | 0.01% | 316 |
|
|
2024
Q3 | $2.82M | Buy |
65,993
+197
| +0.3% | +$8.32K | 0.01% | 289 |
|
|
2024
Q2 | $2.56M | Sell |
65,796
-2,280
| -3% | -$86.1K | 0.01% | 290 |
|
|
2024
Q1 | $2.65M | Sell |
68,076
-628
| -0.9% | -$23K | 0.01% | 295 |
|
|
2023
Q4 | $2.54M | Sell |
68,704
-7,313
| -10% | -$230K | 0.01% | 295 |
|
|
2023
Q3 | $2.17M | Sell |
76,017
-3,423
| -4% | -$105K | 0.01% | 308 |
|
|
2023
Q2 | $2.41M | Sell |
79,440
-457,826
| -85% | -$14.2M | 0.01% | 303 |
|
|
2023
Q1 | $18.3M | Sell |
537,266
-403,656
| -43% | -$17.6M | 0.1% | 120 |
|
|
2022
Q4 | $40.5M | Sell |
940,922
-144,524
| -13% | -$6.34M | 0.22% | 94 |
|
|
2022
Q3 | $47.3M | Sell |
1,085,446
-116,073
| -10% | -$5.58M | 0.28% | 86 |
|
|
2022
Q2 | $57M | Sell |
1,201,519
-37,639
| -3% | -$1.86M | 0.32% | 82 |
|
|
2022
Q1 | $70.3M | Buy |
1,239,158
+8,622
| +0.7% | +$533K | 0.34% | 77 |
|
|
2021
Q4 | $72M | Buy |
1,230,536
+16,504
| +1% | +$1.01M | 0.33% | 78 |
|
|
2021
Q3 | $71.2M | Sell |
1,214,032
-9,634
| -0.8% | -$538K | 0.35% | 77 |
|
|
2021
Q2 | $67.9M | Sell |
1,223,666
-28,849
| -2% | -$1.69M | 0.33% | 80 |
|
|
2021
Q1 | $73M | Buy |
1,252,515
+1,501
| +0.1% | +$82.3K | 0.39% | 72 |
|
|
2020
Q4 | $60M | Buy |
1,251,014
+2,441
| +0.2% | +$111K | 0.34% | 76 |
|
|
2020
Q3 | $47.5M | Sell |
1,248,573
-13,320
| -1% | -$502K | 0.3% | 78 |
|
|
2020
Q2 | $47.4M | Sell |
1,261,893
-62,987
| -5% | -$2.27M | 0.33% | 75 |
|
|
2020
Q1 | $40.9M | Sell |
1,324,880
-180,668
| -12% | -$8.54M | 0.35% | 73 |
|
|
2019
Q4 | $84.8M | Buy |
1,505,548
+1,499,348
| +24,183% | +$81.2M | 0.57% | 56 |
|
|
2019
Q3 | $331K | Sell |
6,200
-500
| -7% | -$24.8K | ﹤0.01% | 455 |
|
|
2019
Q2 | $329K | Buy |
6,700
+500
| +8% | +$24.5K | ﹤0.01% | 447 |
|
|
2019
Q1 | $288K | Sell |
6,200
-72
| -1% | -$3.51K | ﹤0.01% | 463 |
|
|
2018
Q4 | $272K | Buy |
6,272
+72
| +1% | +$3.46K | ﹤0.01% | 462 |
|
|
2018
Q3 | $301K | Buy |
+6,200
| New | +$318K | ﹤0.01% | 469 |
|
|
2017
Q2 | – | Sell |
-4,969
| Closed | -$222K | – | 518 |
|
|
2017
Q1 | $222K | Buy |
+4,969
| New | +$232K | ﹤0.01% | 491 |
|
Other funds holding TFC
Luther King Capital Management (LKCM)'s TFC Position: Q2 2026 in Review
Luther King Capital Management (LKCM) increased its Truist Financial (TFC) stake by 17% in Q2 2026, buying an estimated $4.2M and bringing the position to 586,999 shares worth $29.2M. The position accounts for 0.12% of the portfolio, ranked #116.
Luther King Capital Management (LKCM) first reported a position in TFC in Q1 2017 and has held it in 33 quarters since. The position peaked at $84.8M in Q4 2019. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Luther King Capital Management (LKCM) held 586,999 shares of Truist Financial worth $29.2M as of Q2 2026.
- Luther King Capital Management (LKCM) bought 85,353 Truist Financial shares in Q2 2026, an estimated $4.2M.
- Truist Financial made up 0.12% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #116 holding.
- Luther King Capital Management (LKCM) first reported a position in Truist Financial in Q1 2017 and has held it in 33 quarters since.
- Luther King Capital Management (LKCM)'s Truist Financial position peaked at $84.8M in Q4 2019.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.