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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jefferies Financial Group's TFC Position: Q1 2026 in Review

Jefferies Financial Group increased its Truist Financial (TFC) stake by 300% in Q1 2026, buying an estimated $1.01M and bringing the position to 27,246 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #831.

Jefferies Financial Group first reported a position in TFC in Q1 2023 and has held it in 9 quarters since. The position peaked at $8.8M in Q2 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Jefferies Financial Group held 27,246 shares of Truist Financial worth $1.25M as of Q1 2026.
Jefferies Financial Group bought 20,439 Truist Financial shares in Q1 2026, an estimated $1.01M.
Truist Financial made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #831 holding.
Jefferies Financial Group first reported a position in Truist Financial in Q1 2023 and has held it in 9 quarters since.
Jefferies Financial Group's Truist Financial position peaked at $8.8M in Q2 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.