Asahi Life Asset Management’s Truist Financial TFC Stock Holding History

Asahi Life Asset 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	$402K	Sell	8,740 -1,078	-11%	-$53.3K	0.26%	79
2025 Q4	$483K	Sell	9,818 -60	-0.6%	-$2.76K	0.27%	85
2025 Q3	$452K	Buy	+9,878	New	+$445K	0.25%	81
2022 Q3	–	Sell	-4,000	Closed	-$190K	–	303
2022 Q2	$190K	Buy	+4,000	New	+$197K	0.05%	154
2021 Q2	–	Sell	-5,820	Closed	-$339K	–	274
2021 Q1	$339K	Buy	+5,820	New	+$319K	0.05%	167
2020 Q2	–	Sell	-13,030	Closed	-$402K	–	275
2020 Q1	$402K	Buy	+13,030	New	+$616K	0.07%	102

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

Asahi Life Asset Management's TFC Position: Q1 2026 in Review

Asahi Life Asset Management reduced its Truist Financial (TFC) stake by 11% in Q1 2026, selling an estimated $53.3K and leaving 8,740 shares worth $402K. The position accounts for 0.26% of the portfolio, ranked #79.

Asahi Life Asset Management first reported a position in TFC in Q1 2020 and has held it in 6 quarters since. The position peaked at $483K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Asahi Life Asset Management held 8,740 shares of Truist Financial worth $402K as of Q1 2026.
Asahi Life Asset Management sold 1,078 Truist Financial shares in Q1 2026, an estimated $53.3K.
Truist Financial made up 0.26% of Asahi Life Asset Management's portfolio in Q1 2026, its #79 holding.
Asahi Life Asset Management first reported a position in Truist Financial in Q1 2020 and has held it in 6 quarters since.
Asahi Life Asset Management's Truist Financial position peaked at $483K in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Asahi Life Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.