MCM
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Mill Capital Management’s Truist Financial TFC Stock Holding History

Mill Capital 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 		– Sell
-4,509
Closed -$222K – 132
2025
Q4 		$222K Hold
4,509
– – 0.02% 116
2025
Q3 		$206K Buy
+4,509
New +$203K 0.02% 114
2023
Q3 		– Sell
-7,386
Closed -$224K – 127
2023
Q2 		$224K Sell
7,386
-1,333
-15% -$41.4K 0.02% 111
2023
Q1 		$297K Hold
8,719
– – 0.03% 109
2022
Q4 		$375K Sell
8,719
-257
-3% -$11.3K 0.04% 101
2022
Q3 		$391K Sell
8,976
-258
-3% -$12.4K 0.05% 99
2022
Q2 		$438K Buy
9,234
+2,630
+40% +$130K 0.05% 97
2022
Q1 		$374K Sell
6,604
-460
-7% -$28.4K 0.04% 107
2021
Q4 		$414K Buy
+7,064
New +$432K 0.04% 94

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

Mill Capital Management's TFC Position: Q1 2026 in Review

Mill Capital Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,509 shares — an estimated $222K sold.

Mill Capital Management first reported a position in TFC in Q4 2021 and held it in 9 quarters. The position peaked at $438K in Q2 2022. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Mill Capital Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Mill Capital Management sold 4,509 Truist Financial shares in Q1 2026, an estimated $222K.
  • Mill Capital Management first reported a position in Truist Financial in Q4 2021 and held it in 9 quarters.
  • Mill Capital Management's Truist Financial position peaked at $438K in Q2 2022.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.