Asio Capital’s Truist Financial TFC Stock Holding History

Asio Capital’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	-52,983	Closed	-$2.18M	–	117
2025 Q1	$2.18M	Sell	52,983 -49,169	-48%	-$2.19M	0.42%	73
2024 Q4	$4.43M	Sell	102,152 -2,373	-2%	-$106K	0.84%	38
2024 Q3	$4.47M	Buy	104,525 +247	+0.2%	+$10.4K	0.85%	39
2024 Q2	$4.05M	Buy	104,278 +1,253	+1%	+$47.3K	0.83%	42
2024 Q1	$4.02M	Buy	103,025 +1,052	+1%	+$38.5K	0.85%	45
2023 Q4	$3.76M	Buy	101,973 +3,749	+4%	+$118K	0.88%	48
2023 Q3	$2.81M	Buy	98,224 +40,158	+69%	+$1.23M	0.75%	55
2023 Q2	$1.76M	Buy	+58,066	New	+$1.8M	0.43%	74
2021 Q1	–	Sell	-36,787	Closed	-$1.76M	–	97
2020 Q4	$1.76M	Buy	36,787 +2,835	+8%	+$128K	0.85%	58
2020 Q3	$1.29M	Buy	33,952 +3,235	+11%	+$122K	0.71%	60
2020 Q2	$1.15M	Buy	30,717 +6,735	+28%	+$243K	0.73%	60
2020 Q1	$740K	Buy	+23,982	New	+$1.13M	0.63%	58

Other funds holding TFC

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Asio Capital's TFC Position: Q2 2025 in Review

Asio Capital sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 52,983 shares — an estimated $2.18M sold.

Asio Capital first reported a position in TFC in Q1 2020 and held it in 12 quarters. The position peaked at $4.47M in Q3 2024. 1,550 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

Asio Capital reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
Asio Capital sold 52,983 Truist Financial shares in Q2 2025, an estimated $2.18M.
Asio Capital first reported a position in Truist Financial in Q1 2020 and held it in 12 quarters.
Asio Capital's Truist Financial position peaked at $4.47M in Q3 2024.
1,550 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Asio Capital's 13F filing for Q2 2025, filed 17 Jul 2025.