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AHL Investment Management’s Truist Financial TFC Stock Holding History

AHL Investment 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
2025
Q3 		$1.83M Sell
39,954
-1,655
-4% -$74.6K 1.25% 33
2025
Q2 		$1.79M Sell
41,609
-2,135
-5% -$83.5K 1.19% 35
2025
Q1 		$1.8M Sell
43,744
-150
-0.3% -$6.68K 1.24% 32
2024
Q4 		$1.9M Sell
43,894
-918
-2% -$41K 1.33% 30
2024
Q3 		$1.92M Sell
44,812
-1,500
-3% -$63.3K 1.32% 30
2024
Q2 		$1.8M Sell
46,312
-16,647
-26% -$629K 1.32% 28
2024
Q1 		$2.45M Sell
62,959
-1,370
-2% -$50.1K 1.88% 20
2023
Q4 		$2.38M Sell
64,329
-190
-0.3% -$5.96K 1.94% 19
2023
Q3 		$1.85M Buy
64,519
+4,350
+7% +$134K 1.64% 25
2023
Q2 		$1.83M Sell
60,169
-200
-0.3% -$6.21K 1.62% 26
2023
Q1 		$2.06M Buy
60,369
+2,015
+3% +$88K 1.9% 20
2022
Q4 		$2.51M Buy
58,354
+1,038
+2% +$45.5K 2.33% 17
2022
Q3 		$2.5M Sell
57,316
-10
-0% -$481 2.57% 14
2022
Q2 		$2.72M Buy
57,326
+2
+0% +$99 2.74% 13
2022
Q1 		$3.25M Sell
57,324
-865
-1% -$53.4K 2.98% 11
2021
Q4 		$3.41M Buy
+58,189
New +$3.56M 3.11% 10

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AHL Investment Management's TFC Position: Q3 2025 in Review

AHL Investment Management reduced its Truist Financial (TFC) stake by 4% in Q3 2025, selling an estimated $74.6K and leaving 39,954 shares worth $1.83M. The position accounts for 1.25% of the portfolio, ranked #33.

AHL Investment Management first reported a position in TFC in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.41M in Q4 2021. 1,562 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • AHL Investment Management held 39,954 shares of Truist Financial worth $1.83M as of Q3 2025.
  • AHL Investment Management sold 1,655 Truist Financial shares in Q3 2025, an estimated $74.6K.
  • Truist Financial made up 1.25% of AHL Investment Management's portfolio in Q3 2025, its #33 holding.
  • AHL Investment Management first reported a position in Truist Financial in Q4 2021 and has held it in 16 quarters since.
  • AHL Investment Management's Truist Financial position peaked at $3.41M in Q4 2021.
  • 1,562 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.