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AlTi Global’s Truist Financial TFC Stock Holding History

AlTi Global’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
-15,604
Closed -$642K – 440
2025
Q1 		$642K Sell
15,604
-168
-1% -$7.49K 0.02% 252
2024
Q4 		$751K Buy
15,772
+11
+0.1% +$491 0.02% 244
2024
Q3 		$674K Sell
15,761
-1,442
-8% -$60.9K 0.02% 244
2024
Q2 		$668K Sell
17,203
-2,640
-13% -$99.7K 0.02% 236
2024
Q1 		$774K Buy
19,843
+1,607
+9% +$58.8K 0.02% 217
2023
Q4 		$673K Buy
+18,236
New +$573K 0.02% 216

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

AlTi Global's TFC Position: Q2 2025 in Review

AlTi Global sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 15,604 shares — an estimated $642K sold.

AlTi Global first reported a position in TFC in Q4 2023 and held it in 6 quarters. The position peaked at $774K in Q1 2024. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • AlTi Global reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • AlTi Global sold 15,604 Truist Financial shares in Q2 2025, an estimated $642K.
  • AlTi Global first reported a position in Truist Financial in Q4 2023 and held it in 6 quarters.
  • AlTi Global's Truist Financial position peaked at $774K in Q1 2024.
  • 1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on AlTi Global's 13F filing for Q2 2025, filed 31 Jul 2025.