Chesapeake Asset Management’s Truist Financial TFC Stock Holding History

Chesapeake 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 Q1	–	Sell	-10	Closed	-$433	–	603
2024 Q4	$433	Buy	10 +5	+100%	+$223	﹤0.01%	410
2024 Q3	$213	Sell	5 -10	-67%	-$422	﹤0.01%	478
2024 Q2	$582	Sell	15 -200	-93%	-$7.55K	﹤0.01%	308
2024 Q1	$8.38K	Sell	215 -848	-80%	-$31K	0.01%	215
2023 Q4	$39.2K	Sell	1,063 -921	-46%	-$28.9K	0.04%	149
2023 Q3	$56.8K	Sell	1,984 -11,200	-85%	-$344K	0.06%	135
2023 Q2	$400K	Sell	13,184 -3,126	-19%	-$97.1K	0.36%	69
2023 Q1	$556K	Buy	+16,310	New	+$712K	0.51%	54

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

Chesapeake Asset Management's TFC Position: Q1 2025 in Review

Chesapeake Asset Management sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 10 shares — an estimated $433 sold.

Chesapeake Asset Management first reported a position in TFC in Q1 2023 and held it in 8 quarters. The position peaked at $556K in Q1 2023. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Chesapeake Asset Management reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Chesapeake Asset Management sold 10 Truist Financial shares in Q1 2025, an estimated $433.
Chesapeake Asset Management first reported a position in Truist Financial in Q1 2023 and held it in 8 quarters.
Chesapeake Asset Management's Truist Financial position peaked at $556K in Q1 2023.
1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Chesapeake Asset Management's 13F filing for Q1 2025, filed 5 Jan 2026.