Winthrop Capital Management’s Truist Financial TFC Stock Holding History

Winthrop Capital 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 Q1	$39K	Hold	840	–	–	0.01%	196
2025 Q4	$41K	Hold	840	–	–	0.01%	196
2025 Q3	$38K	Sell	840 -74	-8%	-$3.34K	0.01%	182
2025 Q2	$39K	Hold	914	–	–	0.01%	189
2025 Q1	$38K	Hold	914	–	–	0.01%	167
2024 Q4	$40K	Hold	914	–	–	0.01%	176
2024 Q3	$39K	Sell	914 -105	-10%	-$4.43K	0.02%	92
2024 Q2	$40K	Sell	1,019 -7,417	-88%	-$280K	0.02%	84
2024 Q1	$329K	Sell	8,436 -1,257	-13%	-$46K	0.15%	54
2023 Q4	$358K	Buy	+9,693	New	+$304K	0.12%	103

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

Winthrop Capital Management's TFC Position: Q1 2026 in Review

Winthrop Capital Management held its Truist Financial (TFC) position steady in Q1 2026 at 840 shares worth $39K. The position accounts for 0.01% of the portfolio, ranked #196.

Winthrop Capital Management first reported a position in TFC in Q4 2023 and has held it in 10 quarters since. The position peaked at $358K in Q4 2023. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Winthrop Capital Management held 840 shares of Truist Financial worth $39K as of Q1 2026.
Winthrop Capital Management left its Truist Financial share count unchanged in Q1 2026.
Truist Financial made up 0.01% of Winthrop Capital Management's portfolio in Q1 2026, its #196 holding.
Winthrop Capital Management first reported a position in Truist Financial in Q4 2023 and has held it in 10 quarters since.
Winthrop Capital Management's Truist Financial position peaked at $358K in Q4 2023.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.