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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 		– Sell
-200,000
Closed -$9.84M – 2192
2025
Q4 		$9.84M Buy
+200,000
New +$9.21M 0.05% 319
2025
Q1 		– Sell
-13,000
Closed -$564K – 1996
2024
Q4 		$564K Buy
+13,000
New +$580K ﹤0.01% 1075

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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Jefferies Financial Group's TFC Position: Q2 2026 in Review

Jefferies Financial Group increased its Truist Financial (TFC) stake by 40% in Q2 2026, buying an estimated $533K and bringing the position to 38,075 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #710.

Jefferies Financial Group first reported a position in TFC in Q1 2023 and has held it in 10 quarters since. The position peaked at $8.8M in Q2 2025. 1,706 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Jefferies Financial Group held 38,075 shares of Truist Financial worth $1.9M as of Q2 2026.
  • Jefferies Financial Group bought 10,829 Truist Financial shares in Q2 2026, an estimated $533K.
  • Truist Financial made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #710 holding.
  • Jefferies Financial Group first reported a position in Truist Financial in Q1 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Truist Financial position peaked at $8.8M in Q2 2025.
  • 1,706 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.