Capital Fund Management (CFM)
TFC icon

Capital Fund Management (CFM)’s Truist Financial TFC Stock Holding History

Capital Fund Management (CFM)’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
-14,280
Closed -$658K – 2654
2025
Q3 		$653K Buy
+14,280
New +$644K ﹤0.01% 2239
2025
Q2 		– Sell
-21,462
Closed -$840K – 2512
2025
Q1 		$883K Sell
21,462
-142,501
-87% -$6.35M ﹤0.01% 1708
2024
Q4 		$7.11M Buy
+163,963
New +$7.32M 0.02% 910
2023
Q3 		– Sell
-201,581
Closed -$6.2M – 2091
2023
Q2 		$6.12M Buy
+201,581
New +$6.26M 0.02% 763
2023
Q1 		– Sell
-28,195
Closed -$1.23M – 1728
2022
Q4 		$1.21M Buy
+28,195
New +$1.24M 0.01% 1089
2018
Q4 		– Sell
-34,798
Closed -$1.69M – 2206
2018
Q3 		$1.69M Buy
34,798
+9,045
+35% +$464K 0.01% 1188
2018
Q2 		$1.3M Buy
+25,753
New +$1.37M 0.01% 1236
2018
Q1 		– Sell
-19,017
Closed -$946K – 2172
2017
Q4 		$946K Sell
19,017
-79,350
-81% -$3.83M 0.01% 1239
2017
Q3 		$4.62M Buy
+98,367
New +$4.52M 0.03% 557
2017
Q2 		– Sell
-163,060
Closed -$7.29M – 1727
2017
Q1 		$7.29M Buy
+163,060
New +$7.62M 0.06% 359
2015
Q1 		– Sell
-33,286
Closed -$1.29M – 1719
2014
Q4 		$1.29M Buy
+33,286
New +$1.25M 0.02% 820
2014
Q3 		– Sell
-78,318
Closed -$2.96M – 1817
2014
Q2 		$3.09M Buy
+78,318
New +$3M 0.03% 578
2013
Q4 		– Sell
-45,020
Closed -$1.56M – 1836
2013
Q3 		$1.52M Sell
45,020
-67,640
-60% -$2.36M 0.02% 732
2013
Q2 		$3.82M Buy
+112,660
New +$3.59M 0.06% 432

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 $3.37T AUM 44.26% 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

Capital Fund Management (CFM)'s TFC Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 14,280 shares — an estimated $658K sold.

Capital Fund Management (CFM) first reported a position in TFC in Q2 2013 and held it in 14 quarters. The position peaked at $7.29M in Q1 2017. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Capital Fund Management (CFM) reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 14,280 Truist Financial shares in Q4 2025, an estimated $658K.
  • Capital Fund Management (CFM) first reported a position in Truist Financial in Q2 2013 and held it in 14 quarters.
  • Capital Fund Management (CFM)'s Truist Financial position peaked at $7.29M in Q1 2017.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.