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Kodai Capital Management’s Truist Financial TFC Stock Holding History

Kodai Capital Management’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
2025
Q1 		$22.5M Sell
546,670
-245,059
-31% -$10.9M 0.89% 45
2024
Q4 		$34.3M Buy
+791,729
New +$35.3M 1.41% 28
2024
Q3 		– Sell
-146
Closed -$5.67K – 192
2024
Q2 		$5.67K Buy
+146
New +$5.51K ﹤0.01% 121

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kodai Capital Management's TFC Position: Q1 2025 in Review

Kodai Capital Management reduced its Truist Financial (TFC) stake by 31% in Q1 2025, selling an estimated $10.9M and leaving 546,670 shares worth $22.5M. The position accounts for 0.89% of the portfolio, ranked #45.

Kodai Capital Management first reported a position in TFC in Q2 2024 and has held it in 3 quarters since. The position peaked at $34.3M in Q4 2024. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Kodai Capital Management held 546,670 shares of Truist Financial worth $22.5M as of Q1 2025.
  • Kodai Capital Management sold 245,059 Truist Financial shares in Q1 2025, an estimated $10.9M.
  • Truist Financial made up 0.89% of Kodai Capital Management's portfolio in Q1 2025, its #45 holding.
  • Kodai Capital Management first reported a position in Truist Financial in Q2 2024 and has held it in 3 quarters since.
  • Kodai Capital Management's Truist Financial position peaked at $34.3M in Q4 2024.
  • 1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.