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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 		$598K Sell
13,000
-187,000
-94% -$9.24M ﹤0.01% 1132
2025
Q4 		$9.84M Buy
200,000
+197,700
+8,596% +$9.11M 0.05% 320
2025
Q3 		$105K Buy
+2,300
New +$104K ﹤0.01% 1335
2025
Q1 		– Sell
-13,000
Closed -$564K – 1998
2024
Q4 		$564K Buy
+13,000
New +$580K ﹤0.01% 1076

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
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

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.