Itau Unibanco Holding S.A.’s Truist Financial TFC Stock Holding History

Itau Unibanco Holding S.A.’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 Q1	–	Sell	-7,000	Closed	-$304K	–	454
2024 Q4	$304K	Buy	+7,000	New	+$312K	0.01%	165
2023 Q2	–	Sell	-2,796	Closed	-$95.3K	–	613
2023 Q1	$95.3K	Buy	+2,796	New	+$122K	﹤0.01%	247
2019 Q3	–	Sell	-9,832	Closed	-$483K	–	645
2019 Q2	$483K	Buy	9,832 +5,858	+147%	+$287K	0.02%	298
2019 Q1	$171K	Hold	3,974	–	–	0.01%	218
2018 Q4	$171K	Buy	+3,974	New	+$191K	0.01%	218
2018 Q3	–	Sell	-3,167	Closed	-$160K	–	780
2018 Q2	$160K	Sell	3,167 -2,863	-47%	-$152K	0.02%	393
2018 Q1	$314K	Buy	+6,030	New	+$325K	﹤0.01%	294
2017 Q4	–	Sell	-610	Closed	-$91K	–	632
2017 Q3	$91K	Buy	610 +550	+917%	+$25.3K	0.01%	530
2017 Q2	$3K	Buy	+60	New	+$2.6K	﹤0.01%	620

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Itau Unibanco Holding S.A.'s TFC Position: Q1 2025 in Review

Itau Unibanco Holding S.A. sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 7,000 shares — an estimated $304K sold.

Itau Unibanco Holding S.A. first reported a position in TFC in Q2 2017 and held it in 9 quarters. The position peaked at $483K in Q2 2019. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Itau Unibanco Holding S.A. reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Itau Unibanco Holding S.A. sold 7,000 Truist Financial shares in Q1 2025, an estimated $304K.
Itau Unibanco Holding S.A. first reported a position in Truist Financial in Q2 2017 and held it in 9 quarters.
Itau Unibanco Holding S.A.'s Truist Financial position peaked at $483K in Q2 2019.
1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2025, filed 14 May 2025.