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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.37M Sell
29,800
-79,100
-73% -$3.91M 0.01% 1546
2025
Q4
$5.36M Buy
108,900
+6,700
+7% +$309K 0.01% 1156
2025
Q3
$4.67M Buy
102,200
+25,700
+34% +$1.16M 0.01% 1291
2025
Q2
$3.29M Buy
76,500
+45,000
+143% +$1.76M 0.01% 1409
2025
Q1
$1.3M Sell
31,500
-164,100
-84% -$7.31M ﹤0.01% 1575
2024
Q4
$8.49M Sell
195,600
-98,200
-33% -$4.38M 0.02% 825
2024
Q3
$12.6M Buy
293,800
+41,100
+16% +$1.74M 0.03% 630
2024
Q2
$9.82M Sell
252,700
-91,200
-27% -$3.44M 0.03% 679
2024
Q1
$13.4M Sell
343,900
-270,200
-44% -$9.88M 0.04% 600
2023
Q4
$22.7M Sell
614,100
-283,400
-32% -$8.9M 0.06% 414
2023
Q3
$25.7M Sell
897,500
-51,100
-5% -$1.57M 0.09% 299
2023
Q2
$28.8M Buy
948,600
+894,000
+1,637% +$27.8M 0.12% 229
2023
Q1
$1.86M Sell
54,600
-34,100
-38% -$1.49M 0.01% 1078
2022
Q4
$3.82M Buy
+88,700
New +$3.89M 0.03% 719
2022
Q3
Sell
-69,400
Closed -$3.29M 1649
2022
Q2
$3.29M Buy
+69,400
New +$3.42M 0.03% 642
2020
Q4
Sell
-38,200
Closed -$1.45M 1554
2020
Q3
$1.45M Buy
+38,200
New +$1.44M 0.02% 749
2019
Q4
Sell
-6,700
Closed -$358K 2035
2019
Q3
$358K Buy
+6,700
New +$332K ﹤0.01% 1363
2019
Q2
Sell
-15,600
Closed -$726K 1914
2019
Q1
$726K Buy
+15,600
New +$761K 0.01% 1132
2017
Q2
Sell
-10,800
Closed -$483K 1726
2017
Q1
$483K Sell
10,800
-5,000
-32% -$234K ﹤0.01% 1160
2016
Q4
$743K Buy
+15,800
New +$672K 0.01% 1122
2015
Q4
Sell
-9,000
Closed -$320K 1720
2015
Q3
$320K Sell
9,000
-10,800
-55% -$417K ﹤0.01% 1197
2015
Q2
$798K Buy
+19,800
New +$783K 0.01% 892
2015
Q1
Sell
-18,700
Closed -$727K 1718
2014
Q4
$727K Sell
18,700
-200
-1% -$7.53K 0.01% 994
2014
Q3
$703K Sell
18,900
-20,900
-53% -$789K 0.01% 1045
2014
Q2
$1.57M Sell
39,800
-26,600
-40% -$1.02M 0.02% 809
2014
Q1
$2.67M Buy
66,400
+400
+0.6% +$15.3K 0.03% 573
2013
Q4
$2.46M Sell
66,000
-67,900
-51% -$2.35M 0.03% 620
2013
Q3
$4.52M Buy
+133,900
New +$4.68M 0.06% 387

Other funds holding TFC

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. 1,667 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.
  • 1,667 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.