TwinBeech Capital’s Truist Financial TFC Stock Holding History

TwinBeech 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	$489K	Buy	10,628 +2,492	+31%	+$123K	0.05%	362
2025 Q4	$400K	Buy	+8,136	New	+$375K	0.03%	436
2025 Q2	–	Sell	-833,103	Closed	-$34.3M	–	972
2025 Q1	$34.3M	Buy	833,103 +100,832	+14%	+$4.49M	0.62%	42
2024 Q4	$31.8M	Sell	732,271 -114,892	-14%	-$5.13M	0.54%	54
2024 Q3	$36.2M	Buy	+847,163	New	+$35.8M	0.69%	35
2024 Q2	–	Sell	-353,561	Closed	-$13.8M	–	781
2024 Q1	$13.8M	Sell	353,561 -1,260,396	-78%	-$46.1M	0.28%	102
2023 Q4	$59.6M	Buy	+1,613,957	New	+$50.7M	0.96%	15
2023 Q2	–	Sell	-87,030	Closed	-$2.97M	–	854
2023 Q1	$2.97M	Sell	87,030 -319,052	-79%	-$13.9M	0.06%	323
2022 Q4	$17.5M	Buy	+406,082	New	+$17.8M	0.33%	81
2022 Q2	–	Sell	-216,950	Closed	-$12.3M	–	730
2022 Q1	$12.3M	Buy	+216,950	New	+$13.4M	0.54%	57
2021 Q3	–	Sell	-158,567	Closed	-$8.8M	–	758
2021 Q2	$8.8M	Buy	158,567 +86,117	+119%	+$5.06M	1.07%	10
2021 Q1	$4.22M	Sell	72,450 -18,976	-21%	-$1.04M	0.62%	41
2020 Q4	$4.38M	Buy	+91,426	New	+$4.14M	0.71%	28

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

TwinBeech Capital's TFC Position: Q1 2026 in Review

TwinBeech Capital increased its Truist Financial (TFC) stake by 31% in Q1 2026, buying an estimated $123K and bringing the position to 10,628 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #362.

TwinBeech Capital first reported a position in TFC in Q4 2020 and has held it in 13 quarters since. The position peaked at $59.6M in Q4 2023. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

TwinBeech Capital held 10,628 shares of Truist Financial worth $489K as of Q1 2026.
TwinBeech Capital bought 2,492 Truist Financial shares in Q1 2026, an estimated $123K.
Truist Financial made up 0.05% of TwinBeech Capital's portfolio in Q1 2026, its #362 holding.
TwinBeech Capital first reported a position in Truist Financial in Q4 2020 and has held it in 13 quarters since.
TwinBeech Capital's Truist Financial position peaked at $59.6M in Q4 2023.
1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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