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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 1-Year Est. Return

Viking Fund Management's TFC Position: Q2 2026 in Review

Viking Fund Management increased its Truist Financial (TFC) stake by 50% in Q2 2026, buying an estimated $197K and bringing the position to 12,000 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #128.

Viking Fund Management first reported a position in TFC in Q4 2016 and has held it in 20 quarters since. The position peaked at $3.46M in Q2 2022. 234 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Viking Fund Management held 12,000 shares of Truist Financial worth $598K as of Q2 2026.
Viking Fund Management bought 4,000 Truist Financial shares in Q2 2026, an estimated $197K.
Truist Financial made up 0.05% of Viking Fund Management's portfolio in Q2 2026, its #128 holding.
Viking Fund Management first reported a position in Truist Financial in Q4 2016 and has held it in 20 quarters since.
Viking Fund Management's Truist Financial position peaked at $3.46M in Q2 2022.
234 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.