PC
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PCB Capital’s Truist Financial TFC Stock Holding History

PCB Capital’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
Q2 		$346K Buy
6,938
+194
+3% +$9.54K 0.42% 74
2026
Q1 		$310K Buy
6,744
+198
+3% +$9.78K 0.49% 63
2025
Q4 		$322K Buy
+6,546
New +$301K 0.52% 56

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

PCB Capital's TFC Position: Q2 2026 in Review

PCB Capital increased its Truist Financial (TFC) stake by 2.9% in Q2 2026, buying an estimated $9.54K and bringing the position to 6,938 shares worth $346K. The position accounts for 0.42% of the portfolio, ranked #74.

PCB Capital first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 479 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • PCB Capital held 6,938 shares of Truist Financial worth $346K as of Q2 2026.
  • PCB Capital bought 194 Truist Financial shares in Q2 2026, an estimated $9.54K.
  • Truist Financial made up 0.42% of PCB Capital's portfolio in Q2 2026, its #74 holding.
  • PCB Capital first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 479 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on PCB Capital's 13F filing for Q2 2026, filed 20 Jul 2026.