PCM
TFC icon

Payne Capital Management’s Truist Financial TFC Stock Holding History

Payne 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
-5,000
Closed -$246K – 84
2025
Q4 		$246K Hold
5,000
– – 0.08% 69
2025
Q3 		$229K Hold
5,000
– – 0.07% 68
2025
Q2 		$215K Buy
+5,000
New +$196K 0.08% 73

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

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

Payne Capital Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 5,000 shares — an estimated $246K sold.

Payne Capital Management first reported a position in TFC in Q2 2025 and held it in 3 quarters. The position peaked at $246K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Payne Capital Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Payne Capital Management sold 5,000 Truist Financial shares in Q1 2026, an estimated $246K.
  • Payne Capital Management first reported a position in Truist Financial in Q2 2025 and held it in 3 quarters.
  • Payne Capital Management's Truist Financial position peaked at $246K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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