Azora Capital LP’s Truist Financial TFC Stock Holding History

Azora Capital LP’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 Q4	–	Sell	-2,524,440	Closed	-$115M	–	73
2025 Q3	$115M	Buy	+2,524,440	New	+$114M	5.35%	3
2025 Q1	–	Sell	-2,080,387	Closed	-$90.2M	–	60
2024 Q4	$90.2M	Buy	+2,080,387	New	+$92.8M	4.05%	9
2024 Q2	–	Sell	-583,794	Closed	-$22.8M	–	68
2024 Q1	$22.8M	Sell	583,794 -1,379,860	-70%	-$50.5M	1.65%	27
2023 Q4	$72.5M	Buy	+1,963,654	New	+$61.6M	6.23%	3
2020 Q4	–	Sell	-601,822	Closed	-$22.9M	–	61
2020 Q3	$22.9M	Buy	+601,822	New	+$22.7M	2.88%	11
2020 Q2	–	Sell	-205,233	Closed	-$6.33M	–	61
2020 Q1	$6.33M	Buy	+205,233	New	+$9.7M	2.45%	11
2019 Q1	–	Sell	-325,100	Closed	-$14.1M	–	42
2018 Q4	$14.1M	Buy	+325,100	New	+$15.6M	2.25%	14

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

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

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

Azora Capital LP's TFC Position: Q4 2025 in Review

Azora Capital LP sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 2,524,440 shares — an estimated $115M sold.

Azora Capital LP first reported a position in TFC in Q4 2018 and held it in 7 quarters. The position peaked at $115M in Q3 2025. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Azora Capital LP reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Azora Capital LP sold 2,524,440 Truist Financial shares in Q4 2025, an estimated $115M.
Azora Capital LP first reported a position in Truist Financial in Q4 2018 and held it in 7 quarters.
Azora Capital LP's Truist Financial position peaked at $115M in Q3 2025.
1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Azora Capital LP's 13F filing for Q4 2025, filed 17 Feb 2026.