United Capital Management of KS’s Truist Financial TFC Stock Holding History

United Capital Management of KS’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	$6.75M	Buy	135,457 +2,223	+2%	+$109K	0.88%	43
2026 Q1	$6.12M	Buy	133,234 +1,952	+1%	+$96.5K	0.93%	39
2025 Q4	$6.46M	Sell	131,282 -1,503	-1%	-$69.2K	0.91%	39
2025 Q3	$6.07M	Buy	132,785 +3,680	+3%	+$166K	0.83%	42
2025 Q2	$5.55M	Buy	129,105 +3,485	+3%	+$136K	0.87%	42
2025 Q1	$5.17M	Buy	125,620 +3,381	+3%	+$151K	1.07%	35
2024 Q4	$5.3M	Buy	122,239 +11,078	+10%	+$494K	0.96%	35
2024 Q3	$4.75M	Buy	111,161 +2,244	+2%	+$94.8K	1.03%	36
2024 Q2	$4.23M	Buy	108,917 +1,078	+1%	+$40.7K	0.93%	35
2024 Q1	$4.2M	Buy	107,839 +3,934	+4%	+$144K	0.96%	39
2023 Q4	$3.84M	Buy	103,905 +940	+0.9%	+$29.5K	1.16%	35
2023 Q3	$2.95M	Buy	102,965 +2,004	+2%	+$61.6K	1%	39
2023 Q2	$3.06M	Buy	100,961 +40,841	+68%	+$1.27M	0.98%	38
2023 Q1	$2.05M	Buy	60,120 +5,705	+10%	+$249K	0.76%	47
2022 Q4	$2.34M	Buy	54,415 +4,771	+10%	+$209K	0.97%	40
2022 Q3	$2.16M	Buy	49,644 +1,152	+2%	+$55.4K	1.01%	41
2022 Q2	$2.3M	Buy	48,492 +2,829	+6%	+$140K	1.08%	44
2022 Q1	$2.59M	Buy	45,663 +1,658	+4%	+$102K	1%	45
2021 Q4	$2.58M	Buy	+44,005	New	+$2.69M	0.96%	47

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 $3.37T AUM 44.26% 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

United Capital Management of KS's TFC Position: Q2 2026 in Review

United Capital Management of KS increased its Truist Financial (TFC) stake by 1.7% in Q2 2026, buying an estimated $109K and bringing the position to 135,457 shares worth $6.75M. The position accounts for 0.88% of the portfolio, ranked #43.

United Capital Management of KS first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

United Capital Management of KS held 135,457 shares of Truist Financial worth $6.75M as of Q2 2026.
United Capital Management of KS bought 2,223 Truist Financial shares in Q2 2026, an estimated $109K.
Truist Financial made up 0.88% of United Capital Management of KS's portfolio in Q2 2026, its #43 holding.
United Capital Management of KS first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on United Capital Management of KS's 13F filing for Q2 2026, filed 5 Aug 2026.