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 | $975K | Sell |
21,200
-47,900
| -69% | -$2.37M | ﹤0.01% | 1691 |
|
|
2025
Q4 | $3.4M | Buy |
69,100
+17,600
| +34% | +$811K | 0.01% | 1409 |
|
|
2025
Q3 | $2.35M | Buy |
51,500
+4,800
| +10% | +$216K | 0.01% | 1704 |
|
|
2025
Q2 | $2.01M | Buy |
+46,700
| New | +$1.83M | 0.01% | 1680 |
|
|
2025
Q1 | – | Sell |
-120,100
| Closed | -$5.21M | – | 2345 |
|
|
2024
Q4 | $5.21M | Buy |
120,100
+17,100
| +17% | +$763K | 0.01% | 1059 |
|
|
2024
Q3 | $4.41M | Sell |
103,000
-16,600
| -14% | -$701K | 0.01% | 1086 |
|
|
2024
Q2 | $4.65M | Sell |
119,600
-119,300
| -50% | -$4.51M | 0.01% | 982 |
|
|
2024
Q1 | $9.31M | Buy |
238,900
+34,500
| +17% | +$1.26M | 0.03% | 765 |
|
|
2023
Q4 | $7.55M | Sell |
204,400
-94,800
| -32% | -$2.98M | 0.02% | 919 |
|
|
2023
Q3 | $8.56M | Sell |
299,200
-52,200
| -15% | -$1.61M | 0.03% | 688 |
|
|
2023
Q2 | $10.7M | Buy |
351,400
+266,500
| +314% | +$8.28M | 0.04% | 541 |
|
|
2023
Q1 | $2.9M | Sell |
84,900
-24,700
| -23% | -$1.08M | 0.01% | 937 |
|
|
2022
Q4 | $4.72M | Buy |
+109,600
| New | +$4.81M | 0.03% | 635 |
|
|
2022
Q3 | – | Sell |
-14,700
| Closed | -$697K | – | 1650 |
|
|
2022
Q2 | $697K | Buy |
+14,700
| New | +$725K | 0.01% | 1173 |
|
|
2020
Q4 | – | Sell |
-33,200
| Closed | -$1.26M | – | 1555 |
|
|
2020
Q3 | $1.26M | Buy |
+33,200
| New | +$1.25M | 0.02% | 797 |
|
|
2019
Q4 | – | Sell |
-8,900
| Closed | -$475K | – | 2036 |
|
|
2019
Q3 | $475K | Buy |
+8,900
| New | +$441K | ﹤0.01% | 1279 |
|
|
2019
Q2 | – | Sell |
-24,800
| Closed | -$1.15M | – | 1915 |
|
|
2019
Q1 | $1.15M | Buy |
+24,800
| New | +$1.21M | 0.01% | 992 |
|
|
2018
Q3 | – | Sell |
-6,300
| Closed | -$318K | – | 2269 |
|
|
2018
Q2 | $318K | Buy |
+6,300
| New | +$335K | ﹤0.01% | 1763 |
|
|
2017
Q2 | – | Sell |
-16,800
| Closed | -$751K | – | 1728 |
|
|
2017
Q1 | $751K | Sell |
16,800
-20,500
| -55% | -$958K | 0.01% | 1012 |
|
|
2016
Q4 | $1.75M | Buy |
+37,300
| New | +$1.59M | 0.02% | 811 |
|
|
2015
Q1 | – | Sell |
-13,000
| Closed | -$506K | – | 1720 |
|
|
2014
Q4 | $506K | Buy |
13,000
+200
| +2% | +$7.53K | 0.01% | 1129 |
|
|
2014
Q3 | $476K | Sell |
12,800
-14,300
| -53% | -$540K | 0.01% | 1170 |
|
|
2014
Q2 | $1.07M | Sell |
27,100
-10,500
| -28% | -$403K | 0.01% | 940 |
|
|
2014
Q1 | $1.51M | Sell |
37,600
-40,600
| -52% | -$1.55M | 0.02% | 794 |
|
|
2013
Q4 | $2.92M | Sell |
78,200
-70,600
| -47% | -$2.44M | 0.04% | 570 |
|
|
2013
Q3 | $5.02M | Buy |
+148,800
| New | +$5.2M | 0.07% | 354 |
|
Other funds holding TFC
VCM
VPM
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.