Wilkins Investment Counsel’s Truist Financial TFC Stock Holding History

Wilkins Investment Counsel’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	$459K	Hold	9,975	–	–	0.07%	94
2025 Q4	$491K	Hold	9,975	–	–	0.07%	94
2025 Q3	$456K	Hold	9,975	–	–	0.06%	101
2025 Q2	$429K	Hold	9,975	–	–	0.06%	102
2025 Q1	$410K	Hold	9,975	–	–	0.06%	100
2024 Q4	$433K	Sell	9,975 -645	-6%	-$28.8K	0.06%	103
2024 Q3	$454K	Hold	10,620	–	–	0.06%	103
2024 Q2	$413K	Hold	10,620	–	–	0.06%	105
2024 Q1	$414K	Buy	+10,620	New	+$388K	0.06%	104

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

Wilkins Investment Counsel's TFC Position: Q1 2026 in Review

Wilkins Investment Counsel held its Truist Financial (TFC) position steady in Q1 2026 at 9,975 shares worth $459K. The position accounts for 0.07% of the portfolio, ranked #94.

Wilkins Investment Counsel first reported a position in TFC in Q1 2024 and has held it in 9 quarters since. The position peaked at $491K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Wilkins Investment Counsel held 9,975 shares of Truist Financial worth $459K as of Q1 2026.
Wilkins Investment Counsel left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.07% of Wilkins Investment Counsel's portfolio in Q1 2026, its #94 holding.
Wilkins Investment Counsel first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
Wilkins Investment Counsel's Truist Financial position peaked at $491K in Q4 2025.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Wilkins Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.