Choreo LLC’s Truist Financial TFC Stock Holding History

Choreo LLC’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	$1.54M	Buy	33,466 +964	+3%	+$47.6K	0.02%	474
2025 Q4	$1.61M	Sell	32,502 -3,841	-11%	-$177K	0.02%	430
2025 Q3	$1.66M	Sell	36,343 -68,488	-65%	-$3.09M	0.02%	420
2025 Q2	$4.51M	Sell	104,831 -23,876	-19%	-$934K	0.06%	209
2025 Q1	$5.3M	Sell	128,707 -12,463	-9%	-$555K	0.08%	173
2024 Q4	$6.12M	Sell	141,170 -36,263	-20%	-$1.62M	0.09%	160
2024 Q3	$7.4M	Sell	177,433 -59,479	-25%	-$2.51M	0.11%	134
2024 Q2	$9.28M	Buy	236,912 +215,111	+987%	+$8.13M	0.16%	97
2024 Q1	$850K	Buy	21,801 +49	+0.2%	+$1.79K	0.02%	309
2023 Q4	$803K	Buy	21,752 +6,789	+45%	+$213K	0.02%	301
2023 Q3	$428K	Buy	14,963 +5,862	+64%	+$180K	0.02%	312
2023 Q2	$276K	Buy	9,101 +2,372	+35%	+$73.7K	0.01%	388
2023 Q1	$229K	Buy	+6,729	New	+$294K	0.01%	435
2020 Q1	–	Sell	-5,323	Closed	-$300K	–	198
2019 Q4	$300K	Buy	+5,323	New	+$288K	0.03%	161

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

Choreo LLC's TFC Position: Q1 2026 in Review

Choreo LLC increased its Truist Financial (TFC) stake by 3% in Q1 2026, buying an estimated $47.6K and bringing the position to 33,466 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #474.

Choreo LLC first reported a position in TFC in Q4 2019 and has held it in 14 quarters since. The position peaked at $9.28M in Q2 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Choreo LLC held 33,466 shares of Truist Financial worth $1.54M as of Q1 2026.
Choreo LLC bought 964 Truist Financial shares in Q1 2026, an estimated $47.6K.
Truist Financial made up 0.02% of Choreo LLC's portfolio in Q1 2026, its #474 holding.
Choreo LLC first reported a position in Truist Financial in Q4 2019 and has held it in 14 quarters since.
Choreo LLC's Truist Financial position peaked at $9.28M in Q2 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.