Carderock Capital Management’s Truist Financial TFC Stock Holding History

Carderock Capital 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
2025 Q3	–	Sell	-3,137	Closed	-$135K	–	120
2025 Q2	$135K	Buy	+3,137	New	+$123K	0.03%	82
2023 Q2	–	Sell	-4,537	Closed	-$155K	–	111
2023 Q1	$155K	Buy	+4,537	New	+$198K	0.05%	66
2022 Q4	–	Sell	-4,727	Closed	-$206K	–	68
2022 Q3	$206K	Buy	4,727 +90	+2%	+$4.33K	0.11%	64
2022 Q2	$220K	Sell	4,637 -200	-4%	-$9.86K	0.09%	65
2022 Q1	$274K	Buy	4,837 +100	+2%	+$6.18K	0.09%	65
2021 Q4	$277K	Buy	4,737 +1,500	+46%	+$91.6K	0.07%	70
2021 Q3	$190K	Buy	+3,237	New	+$181K	0.05%	76
2021 Q2	–	Sell	-3,437	Closed	-$200K	–	84
2021 Q1	$200K	Buy	+3,437	New	+$188K	0.06%	78

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

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

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

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

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

Carderock Capital Management's TFC Position: Q3 2025 in Review

Carderock Capital Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 3,137 shares — an estimated $135K sold.

Carderock Capital Management first reported a position in TFC in Q1 2021 and held it in 8 quarters. The position peaked at $277K in Q4 2021. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Carderock Capital Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Carderock Capital Management sold 3,137 Truist Financial shares in Q3 2025, an estimated $135K.
Carderock Capital Management first reported a position in Truist Financial in Q1 2021 and held it in 8 quarters.
Carderock Capital Management's Truist Financial position peaked at $277K in Q4 2021.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Carderock Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.