CenterStar Asset Management’s Truist Financial TFC Stock Holding History

CenterStar Asset 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 Q4	–	Sell	-29,300	Closed	-$1.34M	–	400
2025 Q3	$1.34M	Buy	+29,300	New	+$1.32M	0.29%	93
2025 Q2	–	Sell	-17,900	Closed	-$737K	–	390
2025 Q1	$737K	Sell	17,900 -10,700	-37%	-$477K	0.18%	145
2024 Q4	$1.24M	Buy	+28,600	New	+$1.28M	0.43%	46
2024 Q2	–	Sell	-21,700	Closed	-$846K	–	362
2024 Q1	$846K	Buy	+21,700	New	+$794K	0.26%	87
2022 Q2	–	Hold	0	–	-$836K	–	619
2022 Q1	–	Hold	0	–	–	–	265
2021 Q4	–	Hold	0	–	–	–	382
2021 Q3	–	Hold	0	–	–	–	263
2021 Q2	–	Hold	0	–	–	–	290
2020 Q2	–	Hold	0	–	-$6K	–	890
2020 Q1	–	Hold	0	–	–	–	638
2019 Q4	–	Hold	0	–	–	–	95
2019 Q3	–	Hold	0	–	–	–	54
2019 Q2	–	Hold	0	–	–	–	198
2019 Q1	–	Hold	0	–	–	–	286
2018 Q4	–	Hold	0	–	–	–	494
2018 Q3	–	Hold	0	–	–	–	391
2018 Q2	–	Hold	0	–	–	–	593
2018 Q1	–	Hold	0	–	–	–	756
2017 Q4	–	Hold	0	–	–	–	189

Other funds holding TFC

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

CenterStar Asset Management's TFC Position: Q2 2025 in Review

CenterStar Asset Management sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 15,054 shares — an estimated $620K sold.

CenterStar Asset Management first reported a position in TFC in Q3 2024 and held it in 2 quarters. The position peaked at $620K in Q1 2025. 1,550 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

CenterStar Asset Management reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
CenterStar Asset Management sold 15,054 Truist Financial shares in Q2 2025, an estimated $620K.
CenterStar Asset Management first reported a position in Truist Financial in Q3 2024 and held it in 2 quarters.
CenterStar Asset Management's Truist Financial position peaked at $620K in Q1 2025.
1,550 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on CenterStar Asset Management's 13F filing for Q2 2025, filed 21 Jul 2025.