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Swan Capital’s Truist Financial TFC Stock Holding History

Swan Capital’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 		$7.82K Sell
170
-400
-70% -$19.8K ﹤0.01% 223
2025
Q4 		$28.1K Hold
570
– – 0.01% 106
2025
Q3 		$26.1K Hold
570
– – 0.01% 108
2025
Q2 		$24.5K Hold
570
– – 0.01% 104
2025
Q1 		$23.5K Hold
570
– – 0.01% 94
2024
Q4 		$24.7K Hold
570
– – 0.01% 87
2024
Q3 		$24.4K Sell
570
-162
-22% -$6.84K 0.01% 95
2024
Q2 		$28.4K Buy
+732
New +$27.7K 0.02% 89

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

Swan Capital's TFC Position: Q1 2026 in Review

Swan Capital reduced its Truist Financial (TFC) stake by 70% in Q1 2026, selling an estimated $19.8K and leaving 170 shares worth $7.82K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Swan Capital first reported a position in TFC in Q2 2024 and has held it in 8 quarters since. The position peaked at $28.4K in Q2 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Swan Capital held 170 shares of Truist Financial worth $7.82K as of Q1 2026.
  • Swan Capital sold 400 Truist Financial shares in Q1 2026, an estimated $19.8K.
  • Truist Financial made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #223 holding.
  • Swan Capital first reported a position in Truist Financial in Q2 2024 and has held it in 8 quarters since.
  • Swan Capital's Truist Financial position peaked at $28.4K in Q2 2024.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.