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Investment Management Corporation’s Truist Financial TFC Stock Holding History

Investment Management Corporation’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
2025
Q3 		– Sell
-3,459
Closed -$149K – 153
2025
Q2 		$149K Buy
3,459
+141
+4% +$5.52K 0.13% 56
2025
Q1 		$137K Buy
3,318
+515
+18% +$22.9K 0.12% 61
2024
Q4 		$122K Buy
+2,803
New +$125K 0.11% 59

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Management Corporation's TFC Position: Q3 2025 in Review

Investment Management Corporation sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 3,459 shares — an estimated $149K sold.

Investment Management Corporation first reported a position in TFC in Q4 2024 and held it in 3 quarters. The position peaked at $149K in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Investment Management Corporation reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Investment Management Corporation sold 3,459 Truist Financial shares in Q3 2025, an estimated $149K.
  • Investment Management Corporation first reported a position in Truist Financial in Q4 2024 and held it in 3 quarters.
  • Investment Management Corporation's Truist Financial position peaked at $149K in Q2 2025.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Investment Management Corporation's 13F filing for Q3 2025, filed 30 Oct 2025.