Jefferies Financial Group’s Truist Financial TFC Stock Holding History

Jefferies Financial Group’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 Q3	–	Sell	-38,075	Closed	-$1.9M	–	1805
2026 Q2	$1.9M	Buy	38,075 +10,829	+40%	+$533K	0.01%	710
2026 Q1	$1.25M	Buy	27,246 +20,439	+300%	+$1.01M	0.01%	831
2025 Q4	$335K	Sell	6,807 -87,738	-93%	-$4.04M	﹤0.01%	1458
2025 Q3	$4.32M	Sell	94,545 -110,082	-54%	-$4.96M	0.02%	407
2025 Q2	$8.8M	Buy	+204,627	New	+$8.01M	0.07%	195
2025 Q1	–	Sell	-20,000	Closed	-$868K	–	1997
2024 Q4	$868K	Buy	+20,000	New	+$893K	0.01%	930
2024 Q3	–	Sell	-25,000	Closed	-$971K	–	1764
2024 Q2	$971K	Buy	+25,000	New	+$944K	0.01%	755
2024 Q1	–	Sell	-25,000	Closed	-$923K	–	2023
2023 Q4	$923K	Buy	+25,000	New	+$785K	0.01%	991
2023 Q3	–	Sell	-7,242	Closed	-$220K	–	1990
2023 Q2	$220K	Sell	7,242 -35,800	-83%	-$1.11M	﹤0.01%	1401
2023 Q1	$1.47M	Buy	+43,042	New	+$1.88M	0.01%	757

Other funds holding TFC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Jefferies Financial Group's TFC Position: Q3 2026 in Review

Jefferies Financial Group sold out of Truist Financial (TFC) in Q3 2026, closing a stake of 38,075 shares — an estimated $1.9M sold.

Jefferies Financial Group first reported a position in TFC in Q1 2023 and held it in 10 quarters. The position peaked at $8.8M in Q2 2025. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Jefferies Financial Group reported no remaining Truist Financial position as of Q3 2026 after selling out during the quarter.
Jefferies Financial Group sold 38,075 Truist Financial shares in Q3 2026, an estimated $1.9M.
Jefferies Financial Group first reported a position in Truist Financial in Q1 2023 and held it in 10 quarters.
Jefferies Financial Group's Truist Financial position peaked at $8.8M in Q2 2025.
1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.