PCM
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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
Q2 		$2.84M Sell
57,010
-621
-1% -$30.6K 0.61% 51
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
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Poehling Capital Management's TFC Position: Q2 2026 in Review

Poehling Capital Management reduced its Truist Financial (TFC) stake by 1.1% in Q2 2026, selling an estimated $30.6K and leaving 57,010 shares worth $2.84M. The position accounts for 0.61% of the portfolio, ranked #51.

Poehling Capital Management first reported a position in TFC in Q4 2017 and has held it in 18 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Poehling Capital Management held 57,010 shares of Truist Financial worth $2.84M as of Q2 2026.
  • Poehling Capital Management sold 621 Truist Financial shares in Q2 2026, an estimated $30.6K.
  • Truist Financial made up 0.61% of Poehling Capital Management's portfolio in Q2 2026, its #51 holding.
  • Poehling Capital Management first reported a position in Truist Financial in Q4 2017 and has held it in 18 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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