Princeton Capital Management’s Truist Financial TFC Stock Holding History

Princeton 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	$661K	Sell	14,380 -54	-0.4%	-$2.67K	0.18%	56
2025 Q4	$710K	Sell	14,434 -656	-4%	-$30.2K	0.18%	55
2025 Q3	$690K	Sell	15,090 -27,439	-65%	-$1.24M	0.19%	55
2025 Q2	$1.83M	Buy	42,529 +7,282	+21%	+$285K	0.54%	32
2025 Q1	$1.45M	Buy	+35,247	New	+$1.57M	0.51%	37
2024 Q1	–	Sell	-6,299	Closed	-$233K	–	111
2023 Q4	$233K	Buy	+6,299	New	+$198K	0.09%	84
2018 Q3	–	Sell	-231	Closed	-$12K	–	289
2018 Q2	$12K	Buy	231 +63	+38%	+$3.35K	0.01%	243
2018 Q1	$9K	Buy	+168	New	+$9.05K	﹤0.01%	247

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

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

Princeton Capital Management reduced its Truist Financial (TFC) stake by 0.37% in Q1 2026, selling an estimated $2.67K and leaving 14,380 shares worth $661K. The position accounts for 0.18% of the portfolio, ranked #56.

Princeton Capital Management first reported a position in TFC in Q1 2018 and has held it in 8 quarters since. The position peaked at $1.83M in Q2 2025. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Princeton Capital Management held 14,380 shares of Truist Financial worth $661K as of Q1 2026.
Princeton Capital Management sold 54 Truist Financial shares in Q1 2026, an estimated $2.67K.
Truist Financial made up 0.18% of Princeton Capital Management's portfolio in Q1 2026, its #56 holding.
Princeton Capital Management first reported a position in Truist Financial in Q1 2018 and has held it in 8 quarters since.
Princeton Capital Management's Truist Financial position peaked at $1.83M in Q2 2025.
1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Princeton Capital Management's 13F filing for Q1 2026, filed 8 May 2026.