Viking Fund Management’s Truist Financial TFC Stock Holding History

Viking Fund 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 Q3	$648K	Buy	14,000 +2,000	+17%	+$102K	0.06%	126
2026 Q2	$598K	Buy	12,000 +4,000	+50%	+$197K	0.05%	128
2026 Q1	$368K	Buy	8,000 +5,000	+167%	+$247K	0.04%	133
2025 Q4	$148K	Hold	3,000	–	–	0.02%	136
2025 Q3	$137K	Hold	3,000	–	–	0.02%	138
2025 Q2	$129K	Hold	3,000	–	–	0.02%	136
2025 Q1	$123K	Buy	+3,000	New	+$134K	0.02%	135
2023 Q1	–	Sell	-73,000	Closed	-$3.14M	–	112
2022 Q4	$3.14M	Hold	73,000	–	–	0.62%	60
2022 Q3	$3.18M	Hold	73,000	–	–	0.75%	48
2022 Q2	$3.46M	Buy	73,000 +33,000	+83%	+$1.63M	0.8%	44
2022 Q1	$2.27M	Hold	40,000	–	–	0.52%	70
2021 Q4	$2.34M	Sell	40,000 -11,000	-22%	-$672K	0.62%	60
2021 Q3	$2.99M	Hold	51,000	–	–	0.87%	36
2021 Q2	$2.83M	Hold	51,000	–	–	0.81%	42
2021 Q1	$2.97M	Hold	51,000	–	–	0.89%	41
2020 Q4	$2.44M	Buy	51,000 +4,000	+9%	+$181K	0.79%	46
2020 Q3	$1.79M	Buy	47,000 +15,000	+47%	+$565K	0.66%	53
2020 Q2	$1.2M	Buy	+32,000	New	+$1.15M	0.44%	74
2019 Q1	–	Sell	-21,000	Closed	-$910K	–	122
2018 Q4	$910K	Buy	21,000 +3,000	+17%	+$144K	0.25%	86
2018 Q3	$874K	Buy	+18,000	New	+$924K	0.18%	97
2017 Q1	–	Sell	-27,000	Closed	-$1.27M	–	137
2016 Q4	$1.27M	Buy	+27,000	New	+$1.15M	0.16%	86

Other funds holding TFC

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Viking Fund Management's TFC Position: Q3 2026 in Review

Viking Fund Management increased its Truist Financial (TFC) stake by 17% in Q3 2026, buying an estimated $102K and bringing the position to 14,000 shares worth $648K. The position accounts for 0.06% of the portfolio, ranked #126.

Viking Fund Management first reported a position in TFC in Q4 2016 and has held it in 21 quarters since. The position peaked at $3.46M in Q2 2022. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Viking Fund Management held 14,000 shares of Truist Financial worth $648K as of Q3 2026.
Viking Fund Management bought 2,000 Truist Financial shares in Q3 2026, an estimated $102K.
Truist Financial made up 0.06% of Viking Fund Management's portfolio in Q3 2026, its #126 holding.
Viking Fund Management first reported a position in Truist Financial in Q4 2016 and has held it in 21 quarters since.
Viking Fund Management's Truist Financial position peaked at $3.46M in Q2 2022.
1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Viking Fund Management's 13F filing for Q3 2026, filed 14 Oct 2026.