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Elo Mutual Pension Insurance’s Truist Financial TFC Stock Holding History

Elo Mutual Pension Insurance’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 		$5.25M Sell
114,197
-10,153
-8% -$502K 0.09% 189
2025
Q4 		$6.12M Buy
124,350
+16,984
+16% +$782K 0.09% 177
2025
Q3 		$4.91M Buy
107,366
+45,385
+73% +$2.05M 0.08% 203
2025
Q2 		$2.66M Buy
61,981
+2,439
+4% +$95.4K 0.05% 264
2025
Q1 		$2.45M Sell
59,542
-72,338
-55% -$3.22M 0.06% 274
2024
Q4 		$5.72M Sell
131,880
-7,901
-6% -$353K 0.12% 153
2024
Q3 		$5.98M Buy
139,781
+25,678
+23% +$1.08M 0.13% 146
2024
Q2 		$4.43M Buy
114,103
+45,064
+65% +$1.7M 0.1% 161
2024
Q1 		$2.69M Sell
69,039
-47,251
-41% -$1.73M 0.06% 266
2023
Q4 		$4.29M Buy
116,290
+4,814
+4% +$151K 0.12% 158
2023
Q3 		$3.19M Buy
+111,476
New +$3.43M 0.1% 177
2023
Q1 		– Sell
-102,680
Closed -$4.42M – 473
2022
Q4 		$4.42M Buy
102,680
+2,683
+3% +$118K 0.15% 125
2022
Q3 		$4.35M Sell
99,997
-4,690
-4% -$226K 0.16% 107
2022
Q2 		$4.96M Sell
104,687
-299
-0.3% -$14.7K 0.17% 111
2022
Q1 		$5.95M Buy
104,986
+2,857
+3% +$176K 0.17% 102
2021
Q4 		$5.98M Buy
102,129
+7,430
+8% +$454K 0.17% 110
2021
Q3 		$5.55M Hold
94,699
– – 0.18% 97
2021
Q2 		$5.26M Sell
94,699
-2,559
-3% -$150K 0.17% 103
2021
Q1 		$5.67M Buy
97,258
+1,447
+2% +$79.3K 0.19% 95
2020
Q4 		$4.59M Buy
+95,811
New +$4.34M 0.15% 115

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Elo Mutual Pension Insurance's TFC Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Truist Financial (TFC) stake by 8.2% in Q1 2026, selling an estimated $502K and leaving 114,197 shares worth $5.25M. The position accounts for 0.09% of the portfolio, ranked #189.

Elo Mutual Pension Insurance first reported a position in TFC in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.12M in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Elo Mutual Pension Insurance held 114,197 shares of Truist Financial worth $5.25M as of Q1 2026.
  • Elo Mutual Pension Insurance sold 10,153 Truist Financial shares in Q1 2026, an estimated $502K.
  • Truist Financial made up 0.09% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #189 holding.
  • Elo Mutual Pension Insurance first reported a position in Truist Financial in Q4 2020 and has held it in 20 quarters since.
  • Elo Mutual Pension Insurance's Truist Financial position peaked at $6.12M in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.