EJF Capital’s Truist Financial TFC Stock Holding History

EJF Capital’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	$552K	Sell	11,997 -811	-6%	-$40.1K	0.39%	57
2025 Q4	$630K	Sell	12,808 -33,878	-73%	-$1.56M	0.36%	60
2025 Q3	$2.13M	Buy	46,686 +1,785	+4%	+$80.5K	1.24%	32
2025 Q2	$1.93M	Sell	44,901 -29,349	-40%	-$1.15M	1.54%	31
2025 Q1	$3.06M	Buy	+74,250	New	+$3.31M	1.94%	22
2024 Q3	–	Sell	-79,373	Closed	-$3.08M	–	108
2024 Q2	$3.08M	Sell	79,373 -32,187	-29%	-$1.22M	2.28%	11
2024 Q1	$4.35M	Sell	111,560 -452	-0.4%	-$16.5K	3.02%	5
2023 Q4	$4.14M	Buy	+112,012	New	+$3.52M	2.16%	14
2023 Q2	–	Sell	-113,800	Closed	-$3.88M	–	101
2023 Q1	$3.88M	Buy	+113,800	New	+$4.97M	1.43%	23
2020 Q4	–	Sell	-100,214	Closed	-$3.81M	–	238
2020 Q3	$3.81M	Buy	100,214 +10,214	+11%	+$385K	0.32%	71
2020 Q2	$3.38M	Buy	+90,000	New	+$3.24M	0.51%	54
2019 Q2	–	Sell	-45,000	Closed	-$2.09M	–	118
2019 Q1	$2.09M	Buy	+45,000	New	+$2.2M	0.25%	68

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

EJF Capital's TFC Position: Q1 2026 in Review

EJF Capital reduced its Truist Financial (TFC) stake by 6.3% in Q1 2026, selling an estimated $40.1K and leaving 11,997 shares worth $552K. The position accounts for 0.39% of the portfolio, ranked #57.

EJF Capital first reported a position in TFC in Q1 2019 and has held it in 12 quarters since. The position peaked at $4.35M in Q1 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

EJF Capital held 11,997 shares of Truist Financial worth $552K as of Q1 2026.
EJF Capital sold 811 Truist Financial shares in Q1 2026, an estimated $40.1K.
Truist Financial made up 0.39% of EJF Capital's portfolio in Q1 2026, its #57 holding.
EJF Capital first reported a position in Truist Financial in Q1 2019 and has held it in 12 quarters since.
EJF Capital's Truist Financial position peaked at $4.35M in Q1 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on EJF Capital's 13F filing for Q1 2026, filed 13 May 2026.