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Aquatic Capital Management’s Truist Financial TFC Stock Holding History

Aquatic 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
Q2 		$6.97M Buy
+139,850
New +$6.88M 0.24% 90
2025
Q2 		– Sell
-39,119
Closed -$1.61M – 1533
2025
Q1 		$1.61M Sell
39,119
-15,715
-29% -$700K 0.04% 470
2024
Q4 		$2.38M Sell
54,834
-587,866
-91% -$26.2M 0.06% 337
2024
Q3 		$27.5M Buy
642,700
+401,410
+166% +$17M 0.72% 27
2024
Q2 		$9.37M Sell
241,290
-238,510
-50% -$9.01M 0.35% 72
2024
Q1 		$18.7M Sell
479,800
-49,200
-9% -$1.8M 0.61% 42
2023
Q4 		$19.5M Buy
+529,000
New +$16.6M 0.5% 49
2023
Q3 		– Sell
-154,000
Closed -$4.67M – 1646
2023
Q2 		$4.67M Buy
154,000
+74,600
+94% +$2.32M 0.25% 95
2023
Q1 		$2.71M Buy
79,400
+72,300
+1,018% +$3.16M 0.17% 144
2022
Q4 		$306K Sell
7,100
-41,100
-85% -$1.8M 0.02% 643
2022
Q3 		$2.1M Buy
+48,200
New +$2.32M 0.2% 141

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Aquatic Capital Management's TFC Position: Q2 2026 in Review

Aquatic Capital Management opened a new position in Truist Financial (TFC) in Q2 2026: 139,850 shares worth $6.97M. The stake represents 0.24% of the portfolio and ranks #90 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in TFC as recently as Q1 2025.

Aquatic Capital Management first reported a position in TFC in Q3 2022 and has held it in 11 quarters since. The position peaked at $27.5M in Q3 2024. 1,706 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Aquatic Capital Management held 139,850 shares of Truist Financial worth $6.97M as of Q2 2026.
  • Truist Financial was a new Aquatic Capital Management position in Q2 2026.
  • Truist Financial made up 0.24% of Aquatic Capital Management's portfolio in Q2 2026, its #90 holding.
  • Aquatic Capital Management first reported a position in Truist Financial in Q3 2022 and has held it in 11 quarters since.
  • Aquatic Capital Management's Truist Financial position peaked at $27.5M in Q3 2024.
  • 1,706 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.