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 Q2	$622K	Sell	12,479 -1,901	-13%	-$93.5K	0.14%	67
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 $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Princeton Capital Management reduced its Truist Financial (TFC) stake by 13% in Q2 2026, selling an estimated $93.5K and leaving 12,479 shares worth $622K. The position accounts for 0.14% of the portfolio, ranked #67.

Princeton Capital Management first reported a position in TFC in Q1 2018 and has held it in 9 quarters since. The position peaked at $1.83M in Q2 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Princeton Capital Management held 12,479 shares of Truist Financial worth $622K as of Q2 2026.
Princeton Capital Management sold 1,901 Truist Financial shares in Q2 2026, an estimated $93.5K.
Truist Financial made up 0.14% of Princeton Capital Management's portfolio in Q2 2026, its #67 holding.
Princeton Capital Management first reported a position in Truist Financial in Q1 2018 and has held it in 9 quarters since.
Princeton Capital Management's Truist Financial position peaked at $1.83M in Q2 2025.
1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Princeton Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.