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Shelton Capital Management’s Truist Financial TFC Stock Holding History

Shelton 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 		$4.2M Sell
91,276
-321
-0.4% -$15.9K 0.09% 164
2025
Q4 		$4.51M Sell
91,597
-40,002
-30% -$1.84M 0.09% 171
2025
Q3 		$6.02M Sell
131,599
-184
-0.1% -$8.29K 0.13% 141
2025
Q2 		$5.67M Buy
131,783
+11,744
+10% +$459K 0.13% 146
2025
Q1 		$4.94M Sell
120,039
-8,516
-7% -$379K 0.12% 154
2024
Q4 		$5.58M Sell
128,555
-1,139
-0.9% -$50.8K 0.14% 146
2024
Q3 		$5.55M Buy
129,694
+68,000
+110% +$2.87M 0.14% 140
2024
Q2 		$2.4M Sell
61,694
-4
-0% -$151 0.07% 226
2024
Q1 		$2.4M Buy
61,698
+53,000
+609% +$1.94M 0.07% 237
2023
Q4 		$321K Buy
8,698
+221
+3% +$6.94K 0.01% 470
2023
Q3 		$243K Sell
8,477
-800
-9% -$24.6K 0.01% 560
2023
Q2 		$282K Sell
9,277
-228
-2% -$7.08K 0.01% 532
2023
Q1 		$324K Buy
9,505
+1,034
+12% +$45.1K 0.01% 440
2022
Q4 		$365K Sell
8,471
-1,745
-17% -$76.5K 0.04% 362
2022
Q3 		$445K Sell
10,216
-63,200
-86% -$3.04M 0.02% 328
2022
Q2 		$3.48M Sell
73,416
-4,199
-5% -$207K 0.16% 146
2022
Q1 		$4.4M Sell
77,615
-33,564
-30% -$2.07M 0.16% 142
2021
Q4 		$6.51M Sell
111,179
-6,575
-6% -$402K 0.23% 93
2021
Q3 		$6.91M Buy
117,754
+27,354
+30% +$1.53M 0.27% 85
2021
Q2 		$5.02M Buy
90,400
+52,801
+140% +$3.1M 0.19% 117
2021
Q1 		$2.19M Buy
37,599
+27,900
+288% +$1.53M 0.08% 230
2020
Q4 		$465K Sell
9,699
-326
-3% -$14.8K 0.02% 363
2020
Q3 		$381K Hold
10,025
– – 0.02% 480
2020
Q2 		$376K Sell
10,025
-457
-4% -$16.5K 0.02% 378
2020
Q1 		$323K Sell
10,482
-300
-3% -$14.2K 0.02% 375
2019
Q4 		$607K Buy
10,782
+4,435
+70% +$240K 0.03% 306
2019
Q3 		$339K Hold
6,347
– – 0.02% 474
2019
Q2 		$312K Buy
6,347
+5,987
+1,663% +$293K 0.02% 511
2019
Q1 		$7.75K Sell
360
-5,987
-94% -$292K 0.03% 468
2018
Q4 		$275K Hold
6,347
– – 0.02% 515
2018
Q3 		$308K Hold
6,347
– – 0.02% 579
2018
Q2 		$320K Hold
6,347
– – 0.02% 532
2018
Q1 		$330K Hold
6,347
– – 0.02% 512
2017
Q4 		$316K Hold
6,347
– – 0.02% 558
2017
Q3 		$298K Hold
6,347
– – 0.02% 567
2017
Q2 		$288K Sell
6,347
-107
-2% -$4.65K 0.02% 597
2017
Q1 		$288K Sell
6,454
-2,072
-24% -$96.8K 0.02% 593
2016
Q4 		$401K Buy
8,526
+200
+2% +$8.51K 0.03% 470
2016
Q3 		$314K Hold
8,326
– – 0.03% 555
2016
Q2 		$296K Buy
8,326
+2,279
+38% +$79.6K 0.03% 559
2016
Q1 		$201K Hold
6,047
– – 0.02% 723
2015
Q4 		$229K Buy
+6,047
New +$227K 0.02% 657
2015
Q3 		– Sell
-5,247
Closed -$212K – 778
2015
Q2 		$212K Hold
5,247
– – 0.02% 726
2015
Q1 		$205K Hold
5,247
– – 0.02% 761
2014
Q4 		$204K Buy
+5,247
New +$197K 0.02% 751
2014
Q3 		– Sell
-5,247
Closed -$207K – 786
2014
Q2 		$207K Sell
5,247
-4,928
-48% -$189K 0.03% 746
2014
Q1 		$409K Buy
10,175
+30
+0.3% +$1.15K 0.06% 407
2013
Q4 		$379K Buy
10,145
+33
+0.3% +$1.14K 0.06% 419
2013
Q3 		$341K Buy
10,112
+33
+0.3% +$1.15K 0.06% 425
2013
Q2 		$341K Buy
+10,079
New +$322K 0.06% 391

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Shelton Capital Management reduced its Truist Financial (TFC) stake by 0.35% in Q1 2026, selling an estimated $15.9K and leaving 91,276 shares worth $4.2M. The position accounts for 0.09% of the portfolio, ranked #164.

Shelton Capital Management first reported a position in TFC in Q2 2013 and has held it in 50 quarters since. The position peaked at $6.91M in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Shelton Capital Management held 91,276 shares of Truist Financial worth $4.2M as of Q1 2026.
  • Shelton Capital Management sold 321 Truist Financial shares in Q1 2026, an estimated $15.9K.
  • Truist Financial made up 0.09% of Shelton Capital Management's portfolio in Q1 2026, its #164 holding.
  • Shelton Capital Management first reported a position in Truist Financial in Q2 2013 and has held it in 50 quarters since.
  • Shelton Capital Management's Truist Financial position peaked at $6.91M in Q3 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.