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Convergence Investment Partners’s Truist Financial TFC Stock Holding History

Convergence Investment Partners’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 		– Sell
-4,267
Closed -$210K – 281
2025
Q4 		$210K Sell
4,267
-11,718
-73% -$540K 0.04% 240
2025
Q3 		$731K Buy
+15,985
New +$721K 0.16% 178
2024
Q2 		– Sell
-14,842
Closed -$579K – 292
2024
Q1 		$579K Buy
14,842
+5,254
+55% +$192K 0.22% 122
2023
Q4 		$354K Buy
+9,588
New +$301K 0.19% 118
2023
Q2 		– Sell
-38,973
Closed -$1.33M – 199
2023
Q1 		$1.33M Buy
38,973
+8,416
+28% +$367K 0.78% 41
2022
Q4 		$1.31M Buy
+30,557
New +$1.34M 0.78% 44
2020
Q1 		– Sell
-4,363
Closed -$246K – 263
2019
Q4 		$246K Buy
+4,363
New +$236K 0.07% 206
2019
Q3 		– Sell
-19,851
Closed -$975K – 356
2019
Q2 		$975K Buy
+19,851
New +$972K 0.24% 157
2019
Q1 		– Sell
-26,447
Closed -$1.15M – 372
2018
Q4 		$1.15M Buy
26,447
+71
+0.3% +$3.41K 0.26% 139
2018
Q3 		$1.28M Sell
26,376
-15,547
-37% -$798K 0.26% 140
2018
Q2 		$2.12M Buy
41,923
+39,948
+2,023% +$2.12M 0.3% 126
2018
Q1 		$103K Buy
+1,975
New +$106K 0.01% 345

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Convergence Investment Partners's TFC Position: Q1 2026 in Review

Convergence Investment Partners sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,267 shares — an estimated $210K sold.

Convergence Investment Partners first reported a position in TFC in Q1 2018 and held it in 12 quarters. The position peaked at $2.12M in Q2 2018. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Convergence Investment Partners reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 4,267 Truist Financial shares in Q1 2026, an estimated $210K.
  • Convergence Investment Partners first reported a position in Truist Financial in Q1 2018 and held it in 12 quarters.
  • Convergence Investment Partners's Truist Financial position peaked at $2.12M in Q2 2018.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Convergence Investment Partners's 13F filing for Q1 2026, filed 7 May 2026.