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
2021
Q3 		– Sell
-40,000
Closed -$2.22M – 365
2021
Q2 		$2.22M Buy
40,000
+10,000
+33% +$587K 0.09% 205
2021
Q1 		$1.75M Buy
+30,000
New +$1.64M 0.07% 201
2018
Q4 		– Sell
-50,000
Closed -$2.43M – 239
2018
Q3 		$2.43M Buy
+50,000
New +$2.57M 0.1% 150

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. 1,649 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.
  • 1,649 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.