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John Overdeck’s Truist Financial TFC Stock Holding History

John Overdeck’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
Q2 		$448K Buy
+9,000
New +$443K ﹤0.01% 4235
2026
Q1 		– Sell
-4,400
Closed -$217K – 4922
2025
Q4 		$217K Buy
+4,400
New +$203K ﹤0.01% 3737
2021
Q3 		– Sell
-6,000
Closed -$333K – 4699
2021
Q2 		$333K Buy
+6,000
New +$352K ﹤0.01% 3430
2020
Q1 		– Sell
-11,500
Closed -$648K – 3806
2019
Q4 		$648K Sell
11,500
-200
-2% -$10.8K ﹤0.01% 2583
2019
Q3 		$624K Sell
11,700
-56,700
-83% -$2.81M ﹤0.01% 2367
2019
Q2 		$3.36M Buy
68,400
+34,000
+99% +$1.67M 0.01% 1118
2019
Q1 		$1.6M Buy
34,400
+3,500
+11% +$171K 0.01% 1546
2018
Q4 		$1.34M Sell
30,900
-40,800
-57% -$1.96M 0.01% 1466
2018
Q3 		$3.48M Sell
71,700
-91,400
-56% -$4.69M 0.01% 1122
2018
Q2 		$8.23M Buy
163,100
+107,600
+194% +$5.72M 0.02% 748
2018
Q1 		$2.89M Buy
+55,500
New +$2.99M 0.01% 1270
2017
Q3 		– Sell
-56,100
Closed -$2.55M – 3182
2017
Q2 		$2.55M Buy
+56,100
New +$2.44M 0.01% 1252
2017
Q1 		– Sell
-55,700
Closed -$2.62M – 3317
2016
Q4 		$2.62M Buy
55,700
+21,700
+64% +$923K 0.01% 1284
2016
Q3 		$1.28M Sell
34,000
-20,100
-37% -$749K ﹤0.01% 1788
2016
Q2 		$1.93M Buy
+54,100
New +$1.89M 0.01% 1284
2016
Q1 		– Sell
-24,000
Closed -$907K – 3120
2015
Q4 		$907K Sell
24,000
-18,000
-43% -$677K ﹤0.01% 1567
2015
Q3 		$1.5M Buy
42,000
+14,000
+50% +$540K 0.01% 984
2015
Q2 		$1.13M Buy
+28,000
New +$1.11M 0.01% 1580

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 $3.37T AUM 44.26% 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

John Overdeck's TFC Position: Q2 2026 in Review

John Overdeck reduced its Truist Financial (TFC) stake by 94% in Q2 2026, selling an estimated $103M and leaving 144,813 shares worth $7.21M. The position accounts for 0.01% of the portfolio, ranked #1803.

John Overdeck first reported a position in TFC in Q2 2013 and has held it in 31 quarters since. The position peaked at $107M in Q3 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • John Overdeck held 144,813 shares of Truist Financial worth $7.21M as of Q2 2026.
  • John Overdeck sold 2,084,494 Truist Financial shares in Q2 2026, an estimated $103M.
  • Truist Financial made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1803 holding.
  • John Overdeck first reported a position in Truist Financial in Q2 2013 and has held it in 31 quarters since.
  • John Overdeck's Truist Financial position peaked at $107M in Q3 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.