M. Kulyk & Associates’s Truist Financial TFC Stock Holding History

M. Kulyk & Associates’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	$248K	Hold	5,395	–	–	0.05%	104
2025 Q4	$265K	Buy	5,395 +185	+4%	+$8.52K	0.05%	91
2025 Q3	$238K	Hold	5,210	–	–	0.05%	91
2025 Q2	$224K	Hold	5,210	–	–	0.05%	98
2025 Q1	$214K	Hold	5,210	–	–	0.05%	95
2024 Q4	$226K	Sell	5,210 -16	-0.3%	-$714	0.05%	97
2024 Q3	$224K	Sell	5,226 -26	-0.5%	-$1.1K	0.04%	103
2024 Q2	$204K	Hold	5,252	–	–	0.05%	104
2024 Q1	$205K	Buy	+5,252	New	+$192K	0.05%	104
2023 Q1	–	Sell	-5,298	Closed	-$228K	–	108
2022 Q4	$228K	Sell	5,298 -12	-0.2%	-$526	0.08%	95
2022 Q3	$231K	Hold	5,310	–	–	0.08%	92
2022 Q2	$252K	Sell	5,310 -20	-0.4%	-$986	0.08%	85
2022 Q1	$302K	Hold	5,330	–	–	0.08%	82
2021 Q4	$312K	Sell	5,330 -9	-0.2%	-$550	0.08%	78
2021 Q3	$313K	Sell	5,339 -19	-0.4%	-$1.06K	0.1%	58
2021 Q2	$297K	Hold	5,358	–	–	0.11%	57
2021 Q1	$312K	Buy	+5,358	New	+$294K	0.12%	60

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

M. Kulyk & Associates's TFC Position: Q1 2026 in Review

M. Kulyk & Associates held its Truist Financial (TFC) position steady in Q1 2026 at 5,395 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #104.

M. Kulyk & Associates first reported a position in TFC in Q1 2021 and has held it in 17 quarters since. The position peaked at $313K in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

M. Kulyk & Associates held 5,395 shares of Truist Financial worth $248K as of Q1 2026.
M. Kulyk & Associates left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.05% of M. Kulyk & Associates's portfolio in Q1 2026, its #104 holding.
M. Kulyk & Associates first reported a position in Truist Financial in Q1 2021 and has held it in 17 quarters since.
M. Kulyk & Associates's Truist Financial position peaked at $313K in Q3 2021.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.