Capital International Investors’s Truist Financial TFC Stock Holding History

Capital International Investors’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
2026 Q1	$3.88B	Sell	84,512,937 -23,845,227	-22%	-$1.18B	0.91%	26
2025 Q4	$5.33B	Buy	108,358,164 +715,433	+0.7%	+$32.9M	0.84%	29
2025 Q3	$4.92B	Buy	107,642,731 +346,423	+0.3%	+$15.6M	0.79%	27
2025 Q2	$4.61B	Buy	107,296,308 +2,642,044	+3%	+$103M	0.79%	30
2025 Q1	$4.31B	Buy	104,654,264 +14,036,745	+15%	+$625M	0.85%	25
2024 Q4	$3.93B	Buy	90,617,519 +18,712,246	+26%	+$835M	0.74%	32
2024 Q3	$3.08B	Buy	71,905,273 +20,360,991	+40%	+$860M	0.59%	43
2024 Q2	$2B	Buy	51,544,282 +39,901,040	+343%	+$1.51B	0.41%	65
2024 Q1	$454M	Buy	11,643,242 +5,632,493	+94%	+$206M	0.09%	170
2023 Q4	$222M	Buy	6,010,749 +77,890	+1%	+$2.45M	0.05%	213
2023 Q3	$170M	Sell	5,932,859 -5,121,089	-46%	-$157M	0.04%	228
2023 Q2	$336M	Buy	11,053,948 +1,734,025	+19%	+$53.9M	0.08%	192
2023 Q1	$318M	Sell	9,319,923 -2,331,992	-20%	-$102M	0.08%	194
2022 Q4	$501M	Sell	11,651,915 -8,146,842	-41%	-$357M	0.13%	158
2022 Q3	$862M	Sell	19,798,757 -2,750,244	-12%	-$132M	0.25%	99
2022 Q2	$1.07B	Sell	22,549,001 -13,837,380	-38%	-$682M	0.29%	94
2022 Q1	$2.06B	Sell	36,386,381 -3,845,310	-10%	-$238M	0.47%	55
2021 Q4	$2.36B	Sell	40,231,691 -5,519,034	-12%	-$337M	0.5%	49
2021 Q3	$2.68B	Sell	45,750,725 -400,278	-0.9%	-$22.4M	0.61%	39
2021 Q2	$2.56B	Sell	46,151,003 -8,817,962	-16%	-$518M	0.58%	39
2021 Q1	$3.21B	Sell	54,968,965 -20,124,588	-27%	-$1.1B	0.81%	28
2020 Q4	$3.6B	Sell	75,093,553 -366,730	-0.5%	-$16.6M	0.98%	18
2020 Q3	$2.87B	Sell	75,460,283 -6,754,297	-8%	-$254M	0.89%	21
2020 Q2	$3.09B	Buy	82,214,580 +19,060,345	+30%	+$686M	1.01%	20
2020 Q1	$1.95B	Buy	63,154,235 +34,627,221	+121%	+$1.64B	0.8%	30
2019 Q4	$1.61B	Buy	+28,527,014	New	+$1.54B	0.55%	45
2017 Q4	–	Sell	-2,295,680	Closed	-$108M	–	241
2017 Q3	$108M	Sell	2,295,680 -4,163,600	-64%	-$191M	0.13%	154
2017 Q2	$293M	Hold	6,459,280	–	–	0.39%	82
2017 Q1	$289M	Sell	6,459,280 -1,260,000	-16%	-$58.9M	0.39%	82
2016 Q4	$363M	Sell	7,719,280 -4,477,000	-37%	-$190M	0.52%	60
2016 Q3	$460M	Buy	12,196,280 +25,700	+0.2%	+$957K	0.67%	47
2016 Q2	$433M	Buy	12,170,580 +4,105,100	+51%	+$143M	0.64%	49
2016 Q1	$268M	Buy	8,065,480 +3,661,300	+83%	+$122M	0.41%	81
2015 Q4	$167M	Hold	4,404,180	–	–	0.26%	113
2015 Q3	$157M	Sell	4,404,180 -1,556,600	-26%	-$60.1M	0.28%	107
2015 Q2	$240M	Buy	5,960,780 +8,200	+0.1%	+$324K	0.41%	82
2015 Q1	$232M	Buy	5,952,580 +2,613,000	+78%	+$98.5M	0.42%	75
2014 Q4	$130M	Buy	3,339,580 +223,370	+7%	+$8.41M	0.26%	107
2014 Q3	$116M	Sell	3,116,210 -2,121,040	-40%	-$80.1M	0.28%	103
2014 Q2	$207M	Sell	5,237,250 -251,086	-5%	-$9.63M	0.53%	67
2014 Q1	$220M	Buy	5,488,336 +2,863,336	+109%	+$110M	0.59%	59
2013 Q4	$98M	Buy	2,625,000 +1,500,000	+133%	+$51.8M	0.3%	106
2013 Q3	$38M	Hold	1,125,000	–	–	0.16%	144
2013 Q2	$38.1M	Buy	+1,125,000	New	+$35.9M	0.17%	132

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors's TFC Position: Q1 2026 in Review

Capital International Investors reduced its Truist Financial (TFC) stake by 22% in Q1 2026, selling an estimated $1.18B and leaving 84,512,937 shares worth $3.88B. The position accounts for 0.91% of the portfolio, ranked #26.

Capital International Investors first reported a position in TFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $5.33B in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Capital International Investors held 84,512,937 shares of Truist Financial worth $3.88B as of Q1 2026.
Capital International Investors sold 23,845,227 Truist Financial shares in Q1 2026, an estimated $1.18B.
Truist Financial made up 0.91% of Capital International Investors's portfolio in Q1 2026, its #26 holding.
Capital International Investors first reported a position in Truist Financial in Q2 2013 and has held it in 44 quarters since.
Capital International Investors's Truist Financial position peaked at $5.33B in Q4 2025.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Capital International Investors's 13F filing for Q1 2026, filed 13 May 2026.