Aigen Investment Management’s Truist Financial TFC Stock Holding History

Aigen 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 Q2	–	Sell	-59,175	Closed	-$2.44M	–	1063
2025 Q1	$2.44M	Buy	+59,175	New	+$2.64M	0.39%	56
2024 Q4	–	Sell	-19,473	Closed	-$833K	–	994
2024 Q3	$833K	Buy	19,473 +5,851	+43%	+$247K	0.16%	183
2024 Q2	$529K	Buy	+13,622	New	+$515K	0.1%	291
2024 Q1	–	Sell	-16,362	Closed	-$604K	–	1004
2023 Q4	$604K	Sell	16,362 -6,175	-27%	-$194K	0.11%	272
2023 Q3	$645K	Sell	22,537 -50,440	-69%	-$1.55M	0.12%	279
2023 Q2	$2.21M	Buy	+72,977	New	+$2.27M	0.33%	78
2023 Q1	–	Sell	-13,570	Closed	-$584K	–	829
2022 Q4	$584K	Buy	+13,570	New	+$595K	0.08%	240
2022 Q1	–	Sell	-5,260	Closed	-$314K	–	1062
2021 Q4	$314K	Sell	5,260 -4,978	-49%	-$304K	0.02%	782
2021 Q3	$600K	Buy	+10,238	New	+$572K	0.12%	223
2021 Q1	–	Sell	-79,977	Closed	-$3.83M	–	877
2020 Q4	$3.83M	Buy	+79,977	New	+$3.62M	0.5%	37
2020 Q1	–	Sell	-2,607	Closed	-$147K	–	1563
2019 Q4	$147K	Buy	+2,607	New	+$141K	0.02%	611

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aigen Investment Management's TFC Position: Q2 2025 in Review

Aigen Investment Management sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 59,175 shares — an estimated $2.44M sold.

Aigen Investment Management first reported a position in TFC in Q4 2019 and held it in 11 quarters. The position peaked at $3.83M in Q4 2020. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

Aigen Investment Management reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
Aigen Investment Management sold 59,175 Truist Financial shares in Q2 2025, an estimated $2.44M.
Aigen Investment Management first reported a position in Truist Financial in Q4 2019 and held it in 11 quarters.
Aigen Investment Management's Truist Financial position peaked at $3.83M in Q4 2020.
1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Aigen Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.