Kovitz Investment Group Partners
TFC icon

Kovitz Investment Group Partners’s Truist Financial TFC Stock Holding History

Kovitz Investment Group Partners’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
Q4 		– Sell
-308,820
Closed -$14.1M – 1234
2025
Q3 		$14.1M Buy
308,820
+3,267
+1% +$147K 0.06% 265
2025
Q2 		$13.1M Buy
305,553
+24,048
+9% +$941K 0.06% 259
2025
Q1 		$11.6M Buy
281,505
+12,046
+4% +$537K 0.06% 240
2024
Q4 		$11.7M Buy
269,459
+98,904
+58% +$4.41M 0.06% 238
2024
Q3 		$6.59M Buy
170,555
+8,735
+5% +$369K 0.05% 299
2024
Q2 		$6.29M Buy
161,820
+4,786
+3% +$181K 0.05% 249
2024
Q1 		$6.12M Buy
157,034
+45,480
+41% +$1.66M 0.08% 180
2023
Q4 		$4.12M Sell
111,554
-10,841
-9% -$340K 0.07% 178
2023
Q3 		$3.5M Sell
122,395
-419
-0.3% -$12.9K 0.06% 186
2023
Q2 		$3.73M Buy
122,814
+3,425
+3% +$106K 0.05% 189
2023
Q1 		$4.07M Buy
119,389
+7,855
+7% +$343K 0.07% 174
2022
Q4 		$4.8M Sell
111,534
-965
-0.9% -$42.3K 0.09% 162
2022
Q3 		$4.9M Sell
112,499
-382
-0.3% -$18.4K 0.11% 143
2022
Q2 		$5.35M Buy
112,881
+1,329
+1% +$65.5K 0.12% 137
2022
Q1 		$6.33M Sell
111,552
-6,874
-6% -$425K 0.12% 131
2021
Q4 		$5.68M Buy
118,426
+10,691
+10% +$653K 0.13% 114
2021
Q3 		$6.32M Sell
107,735
-925
-0.9% -$51.7K 0.13% 121
2021
Q2 		$6.03M Sell
108,660
-9,554
-8% -$561K 0.12% 136
2021
Q1 		$6.89M Sell
118,214
-211
-0.2% -$11.6K 0.16% 97
2020
Q4 		$5.68M Sell
118,425
-1,477
-1% -$66.9K 0.14% 108
2020
Q3 		$4.56M Buy
119,902
+292
+0.2% +$11K 0.13% 116
2020
Q2 		$4.49M Sell
119,610
-3,373
-3% -$121K 0.14% 111
2020
Q1 		$3.79M Buy
122,983
+1,496
+1% +$70.7K 0.14% 115
2019
Q4 		$6.84M Buy
121,487
+7,980
+7% +$432K 0.2% 81
2019
Q3 		$6.06M Sell
113,507
-3,540
-3% -$175K 0.19% 92
2019
Q2 		$5.75M Sell
117,047
-3,042
-3% -$149K 0.18% 88
2019
Q1 		$5.59M Buy
120,089
+1,845
+2% +$90K 0.18% 89
2018
Q4 		$5.12M Buy
+118,244
New +$5.68M 0.2% 81

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kovitz Investment Group Partners's TFC Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 308,820 shares — an estimated $14.1M sold.

Kovitz Investment Group Partners first reported a position in TFC in Q4 2018 and held it in 28 quarters. The position peaked at $14.1M in Q3 2025. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 308,820 Truist Financial shares in Q4 2025, an estimated $14.1M.
  • Kovitz Investment Group Partners first reported a position in Truist Financial in Q4 2018 and held it in 28 quarters.
  • Kovitz Investment Group Partners's Truist Financial position peaked at $14.1M in Q3 2025.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.