Holocene Advisors’s Truist Financial TFC Stock Holding History

Holocene Advisors’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	$4.47M	Buy	+97,226	New	+$4.8M	0.01%	425
2024 Q3	–	Sell	-7,259	Closed	-$282K	–	857
2024 Q2	$282K	Sell	7,259 -2,224,466	-100%	-$84M	﹤0.01%	661
2024 Q1	$87M	Sell	2,231,725 -1,202,674	-35%	-$44M	0.32%	103
2023 Q4	$127M	Buy	3,434,399 +2,552,266	+289%	+$80.1M	0.49%	65
2023 Q3	$25.2M	Buy	+882,133	New	+$27.1M	0.11%	197
2020 Q3	–	Sell	-21,153	Closed	-$794K	–	785
2020 Q2	$794K	Sell	21,153 -540,143	-96%	-$19.5M	0.01%	458
2020 Q1	$17.3M	Sell	561,296 -79,680	-12%	-$3.77M	0.19%	136
2019 Q4	$36.1M	Buy	640,976 +42,634	+7%	+$2.31M	0.32%	98
2019 Q3	$31.9M	Buy	598,342 +569,703	+1,989%	+$28.2M	0.33%	89
2019 Q2	$1.41M	Buy	+28,639	New	+$1.4M	0.02%	229
2018 Q1	–	Sell	-6,801	Closed	-$338K	–	718
2017 Q4	$338K	Buy	+6,801	New	+$328K	0.01%	513

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

Holocene Advisors's TFC Position: Q1 2026 in Review

Holocene Advisors opened a new position in Truist Financial (TFC) in Q1 2026: 97,226 shares worth $4.47M. The stake represents 0.01% of the portfolio and ranks #425 among its holdings. This is a return to the name: Holocene Advisors previously reported a position in TFC as recently as Q2 2024.

Holocene Advisors first reported a position in TFC in Q4 2017 and has held it in 11 quarters since. The position peaked at $127M in Q4 2023. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Holocene Advisors held 97,226 shares of Truist Financial worth $4.47M as of Q1 2026.
Truist Financial was a new Holocene Advisors position in Q1 2026.
Truist Financial made up 0.01% of Holocene Advisors's portfolio in Q1 2026, its #425 holding.
Holocene Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 11 quarters since.
Holocene Advisors's Truist Financial position peaked at $127M in Q4 2023.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Holocene Advisors's 13F filing for Q1 2026, filed 15 May 2026.