Capital Research Global Investors
TFC icon

Capital Research Global Investors’s Truist Financial TFC Stock Holding History

Capital Research Global 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 		$467M Buy
+10,174,835
New +$503M 0.07% 176
2020
Q2 		– Sell
-1,002,028
Closed -$30.9M – 419
2020
Q1 		$30.9M Sell
1,002,028
-365,679
-27% -$17.3M 0.01% 320
2019
Q4 		$77M Buy
1,367,707
+1,491
+0.1% +$80.7K 0.02% 286
2019
Q3 		$72.9M Sell
1,366,216
-30
-0% -$1.49K 0.02% 288
2019
Q2 		$67.1M Buy
1,366,246
+1,141
+0.1% +$55.9K 0.02% 290
2019
Q1 		$63.5M Sell
1,365,105
-340,970
-20% -$16.6M 0.02% 301
2018
Q4 		$73.9M Buy
1,706,075
+15
+0% +$720 0.03% 285
2018
Q3 		$82.8M Sell
1,706,060
-463,026
-21% -$23.8M 0.02% 299
2018
Q2 		$109M Sell
2,169,086
-714,914
-25% -$38M 0.03% 290
2018
Q1 		$150M Hold
2,884,000
– – 0.04% 262
2017
Q4 		$143M Sell
2,884,000
-22,600,488
-89% -$1.09B 0.04% 256
2017
Q3 		$1.2B Sell
25,484,488
-562,229
-2% -$25.8M 0.36% 73
2017
Q2 		$1.18B Sell
26,046,717
-852,468
-3% -$37M 0.37% 71
2017
Q1 		$1.2B Buy
26,899,185
+10,146,305
+61% +$474M 0.38% 73
2016
Q4 		$788M Buy
16,752,880
+10,137,880
+153% +$431M 0.26% 103
2016
Q3 		$250M Hold
6,615,000
– – 0.08% 203
2016
Q2 		$236M Sell
6,615,000
-1,046,000
-14% -$36.6M 0.08% 204
2016
Q1 		$255M Sell
7,661,000
-2,629,000
-26% -$87.3M 0.09% 200
2015
Q4 		$389M Sell
10,290,000
-7,051,000
-41% -$265M 0.13% 155
2015
Q3 		$617M Hold
17,341,000
– – 0.22% 111
2015
Q2 		$699M Buy
17,341,000
+2,215,000
+15% +$87.6M 0.23% 105
2015
Q1 		$590M Buy
15,126,000
+1,000,000
+7% +$37.7M 0.2% 124
2014
Q4 		$549M Hold
14,126,000
– – 0.19% 125
2014
Q3 		$526M Sell
14,126,000
-470,000
-3% -$17.7M 0.18% 132
2014
Q2 		$576M Hold
14,596,000
– – 0.2% 129
2014
Q1 		$586M Buy
14,596,000
+8,371,000
+134% +$320M 0.21% 125
2013
Q4 		$232M Buy
6,225,000
+1,225,000
+25% +$42.3M 0.09% 205
2013
Q3 		$169M Buy
5,000,000
+1,500,000
+43% +$52.4M 0.07% 234
2013
Q2 		$119M Buy
+3,500,000
New +$112M 0.05% 247

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors's TFC Position: Q1 2026 in Review

Capital Research Global Investors opened a new position in Truist Financial (TFC) in Q1 2026: 10,174,835 shares worth $467M. The stake represents 0.07% of the portfolio and ranks #176 among its holdings. This is a return to the name: Capital Research Global Investors previously reported a position in TFC as recently as Q1 2020.

Capital Research Global Investors first reported a position in TFC in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.2B in Q1 2017. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Capital Research Global Investors held 10,174,835 shares of Truist Financial worth $467M as of Q1 2026.
  • Truist Financial was a new Capital Research Global Investors position in Q1 2026.
  • Truist Financial made up 0.07% of Capital Research Global Investors's portfolio in Q1 2026, its #176 holding.
  • Capital Research Global Investors first reported a position in Truist Financial in Q2 2013 and has held it in 29 quarters since.
  • Capital Research Global Investors's Truist Financial position peaked at $1.2B in Q1 2017.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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