IP
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Interval Partners’s Truist Financial TFC Stock Holding History

Interval 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
-534,985
Closed -$26.3M – 384
2025
Q4 		$26.3M Buy
534,985
+297,610
+125% +$13.7M 0.47% 58
2025
Q3 		$10.9M Sell
237,375
-19,973
-8% -$900K 0.18% 125
2025
Q2 		$11.1M Sell
257,348
-85,632
-25% -$3.35M 0.19% 132
2025
Q1 		$14.1M Sell
342,980
-587,073
-63% -$26.2M 0.3% 71
2024
Q4 		$40.3M Buy
930,053
+636,325
+217% +$28.4M 0.79% 34
2024
Q3 		$12.6M Buy
+293,728
New +$12.4M 0.28% 91
2024
Q2 		– Sell
-556,615
Closed -$21.7M – 452
2024
Q1 		$21.7M Sell
556,615
-12,836
-2% -$470K 0.61% 43
2023
Q4 		$21M Buy
569,451
+505,047
+784% +$15.9M 0.6% 49
2023
Q3 		$1.84M Sell
64,404
-180,596
-74% -$5.55M 0.06% 242
2023
Q2 		$7.44M Buy
245,000
+25,000
+11% +$776K 0.27% 91
2023
Q1 		$7.5M Buy
+220,000
New +$9.6M 0.3% 92
2020
Q4 		– Sell
-239,386
Closed -$9.11M – 313
2020
Q3 		$9.11M Buy
239,386
+11,871
+5% +$447K 0.51% 52
2020
Q2 		$8.54M Sell
227,515
-134,820
-37% -$4.86M 0.54% 44
2020
Q1 		$11.2M Sell
362,335
-59,145
-14% -$2.8M 0.86% 30
2019
Q4 		$23.7M Buy
421,480
+222,730
+112% +$12.1M 0.85% 43
2019
Q3 		$10.6M Buy
+198,750
New +$9.85M 0.41% 72
2017
Q3 		– Sell
-289,094
Closed -$13.1M – 232
2017
Q2 		$13.1M Buy
+289,094
New +$12.6M 0.57% 53
2016
Q1 		– Sell
-275,850
Closed -$10.4M – 187
2015
Q4 		$10.4M Buy
275,850
+176,214
+177% +$6.63M 0.99% 26
2015
Q3 		$3.55M Buy
+99,636
New +$3.84M 0.45% 56

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

Interval Partners's TFC Position: Q1 2026 in Review

Interval Partners sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 534,985 shares — an estimated $26.3M sold.

Interval Partners first reported a position in TFC in Q3 2015 and held it in 19 quarters. The position peaked at $40.3M in Q4 2024. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Interval Partners reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Interval Partners sold 534,985 Truist Financial shares in Q1 2026, an estimated $26.3M.
  • Interval Partners first reported a position in Truist Financial in Q3 2015 and held it in 19 quarters.
  • Interval Partners's Truist Financial position peaked at $40.3M in Q4 2024.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Interval Partners's 13F filing for Q1 2026, filed 15 May 2026.