Poehling Capital Management’s Truist Financial TFC Stock Holding History

Poehling 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	$2.65M	Buy	57,631 +14	+0%	+$692	0.56%	53
2025 Q4	$2.84M	Buy	57,617 +5,243	+10%	+$241K	0.58%	48
2025 Q3	$2.39M	Sell	52,374 -373	-0.7%	-$16.8K	0.5%	52
2025 Q2	$2.27M	Buy	52,747 +89	+0.2%	+$3.48K	0.53%	51
2025 Q1	$2.17M	Buy	52,658 +1,457	+3%	+$64.9K	0.55%	56
2024 Q4	$2.22M	Buy	51,201 +307	+0.6%	+$13.7K	0.55%	52
2024 Q3	$2.18M	Sell	50,894 -1,783	-3%	-$75.3K	0.56%	55
2024 Q2	$2.05M	Buy	52,677 +931	+2%	+$35.2K	0.56%	55
2024 Q1	$2.02M	Buy	51,746 +3,702	+8%	+$135K	0.54%	56
2023 Q4	$1.77M	Buy	48,044 +14,716	+44%	+$462K	0.56%	58
2023 Q3	$954K	Buy	33,328 +3,118	+10%	+$95.9K	0.33%	67
2023 Q2	$917K	Sell	30,210 -13,225	-30%	-$411K	0.31%	71
2023 Q1	$1.48M	Buy	43,435 +2,282	+6%	+$99.6K	0.5%	64
2022 Q4	$1.77M	Buy	41,153 +9,989	+32%	+$438K	0.66%	50
2022 Q3	$1.36M	Buy	+31,164	New	+$1.5M	0.57%	54
2018 Q2	–	Sell	-30	Closed	-$2K	–	326
2018 Q1	$2K	Hold	30	–	–	﹤0.01%	283
2017 Q4	$1K	Buy	+30	New	+$1.45K	﹤0.01%	278

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

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

Poehling Capital Management increased its Truist Financial (TFC) stake by 0.02% in Q1 2026, buying an estimated $692 and bringing the position to 57,631 shares worth $2.65M. The position accounts for 0.56% of the portfolio, ranked #53.

Poehling Capital Management first reported a position in TFC in Q4 2017 and has held it in 17 quarters since. The position peaked at $2.84M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Poehling Capital Management held 57,631 shares of Truist Financial worth $2.65M as of Q1 2026.
Poehling Capital Management bought 14 Truist Financial shares in Q1 2026, an estimated $692.
Truist Financial made up 0.56% of Poehling Capital Management's portfolio in Q1 2026, its #53 holding.
Poehling Capital Management first reported a position in Truist Financial in Q4 2017 and has held it in 17 quarters since.
Poehling Capital Management's Truist Financial position peaked at $2.84M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.