Capula Management’s Truist Financial TFC Stock Holding History

Capula Management’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	$547K	Buy	11,900 +6,400	+116%	+$316K	﹤0.01%	497
2025 Q4	$271K	Buy	5,500 +1,000	+22%	+$46.1K	﹤0.01%	519
2025 Q3	$206K	Buy	4,500 +1,500	+50%	+$67.6K	﹤0.01%	604
2025 Q2	$129K	Buy	+3,000	New	+$117K	﹤0.01%	466
2021 Q4	–	Sell	-22,000	Closed	-$1.29M	–	727
2021 Q3	$1.29M	Hold	22,000	–	–	0.02%	481
2021 Q2	$1.22M	Buy	+22,000	New	+$1.29M	0.02%	354
2021 Q1	–	Sell	-51,300	Closed	-$2.46M	–	547
2020 Q4	$2.46M	Buy	+51,300	New	+$2.32M	0.12%	158

Other funds holding TFC

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

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 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

Capula Management's TFC Position: Q1 2026 in Review

Capula Management opened a new position in Truist Financial (TFC) in Q1 2026: 1,323 shares worth $60.8K. The stake represents ﹤0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Capula Management previously reported a position in TFC as recently as Q2 2025.

Capula Management first reported a position in TFC in Q4 2020 and has held it in 5 quarters since. The position peaked at $855K in Q4 2020. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Capula Management held 1,323 shares of Truist Financial worth $60.8K as of Q1 2026.
Truist Financial was a new Capula Management position in Q1 2026.
Truist Financial made up ﹤0.01% of Capula Management's portfolio in Q1 2026, its #968 holding.
Capula Management first reported a position in Truist Financial in Q4 2020 and has held it in 5 quarters since.
Capula Management's Truist Financial position peaked at $855K in Q4 2020.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Capula Management's 13F filing for Q1 2026, filed 14 May 2026.