Capital Management Associates (New York)’s Truist Financial TFC Stock Holding History

Capital Management Associates (New York)’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 Q1	–	Sell	-17,607	Closed	-$764K	–	64
2024 Q4	$764K	Sell	17,607 -4,067	-19%	-$181K	0.9%	41
2024 Q3	$927K	Hold	21,674	–	–	1.03%	39
2024 Q2	$842K	Sell	21,674 -293	-1%	-$11.1K	1%	40
2024 Q1	$856K	Sell	21,967 -3,622	-14%	-$132K	1.02%	45
2023 Q4	$945K	Buy	25,589 +8,907	+53%	+$280K	1.2%	34
2023 Q3	$477K	Buy	+16,682	New	+$513K	0.7%	55

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Capital Management Associates (New York)'s TFC Position: Q1 2025 in Review

Capital Management Associates (New York) sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 17,607 shares — an estimated $764K sold.

Capital Management Associates (New York) first reported a position in TFC in Q3 2023 and held it in 6 quarters. The position peaked at $945K in Q4 2023. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Capital Management Associates (New York) reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Capital Management Associates (New York) sold 17,607 Truist Financial shares in Q1 2025, an estimated $764K.
Capital Management Associates (New York) first reported a position in Truist Financial in Q3 2023 and held it in 6 quarters.
Capital Management Associates (New York)'s Truist Financial position peaked at $945K in Q4 2023.
1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2025, filed 8 May 2025.