Lafayette Investments’s Truist Financial TFC Stock Holding History

Lafayette Investments’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	$240K	Sell	5,227 -500	-9%	-$24.7K	0.05%	141
2025 Q4	$282K	Hold	5,727	–	–	0.05%	135
2025 Q3	$262K	Hold	5,727	–	–	0.05%	133
2025 Q2	$246K	Buy	+5,727	New	+$224K	0.05%	139
2025 Q1	–	Sell	-4,727	Closed	-$205K	–	154
2024 Q4	$205K	Sell	4,727 -3,118	-40%	-$139K	0.04%	143
2024 Q3	$336K	Hold	7,845	–	–	0.07%	109
2024 Q2	$305K	Hold	7,845	–	–	0.07%	108
2024 Q1	$306K	Sell	7,845 -1,000	-11%	-$36.6K	0.07%	108
2023 Q4	$327K	Buy	8,845 +1,800	+26%	+$56.5K	0.08%	100
2023 Q3	$202K	Sell	7,045 -100	-1%	-$3.08K	0.05%	122
2023 Q2	$217K	Hold	7,145	–	–	0.06%	116
2023 Q1	$244K	Hold	7,145	–	–	0.07%	105
2022 Q4	$307K	Hold	7,145	–	–	0.09%	98
2022 Q3	$311K	Hold	7,145	–	–	0.1%	91
2022 Q2	$339K	Hold	7,145	–	–	0.1%	89
2022 Q1	$405K	Hold	7,145	–	–	0.1%	89
2021 Q4	$418K	Sell	7,145 -10	-0.1%	-$611	0.1%	91
2021 Q3	$420K	Hold	7,155	–	–	0.11%	85
2021 Q2	$397K	Buy	7,155 +1,849	+35%	+$109K	0.11%	87
2021 Q1	$309K	Hold	5,306	–	–	0.1%	73
2020 Q4	$254K	Hold	5,306	–	–	0.09%	80
2020 Q3	$202K	Buy	+5,306	New	+$200K	0.08%	85
2020 Q1	–	Sell	-6,439	Closed	-$363K	–	84
2019 Q4	$363K	Buy	6,439 +443	+7%	+$24K	0.13%	71
2019 Q3	$320K	Hold	5,996	–	–	0.12%	72
2019 Q2	$295K	Hold	5,996	–	–	0.1%	69
2019 Q1	$279K	Hold	5,996	–	–	0.1%	74
2018 Q4	$260K	Hold	5,996	–	–	0.1%	74
2018 Q3	$291K	Buy	5,996 +200	+3%	+$10.3K	0.1%	74
2018 Q2	$292K	Hold	5,796	–	–	0.11%	68
2018 Q1	$302K	Hold	5,796	–	–	0.11%	62
2017 Q4	$288K	Sell	5,796 -15	-0.3%	-$724	0.1%	63
2017 Q3	$273K	Hold	5,811	–	–	0.1%	64
2017 Q2	$264K	Hold	5,811	–	–	0.1%	63
2017 Q1	$260K	Hold	5,811	–	–	0.1%	60
2016 Q4	$273K	Hold	5,811	–	–	0.1%	58
2016 Q3	$219K	Hold	5,811	–	–	0.09%	66
2016 Q2	$207K	Buy	+5,811	New	+$203K	0.08%	68
2016 Q1	–	Sell	-5,811	Closed	-$220K	–	69
2015 Q4	$220K	Hold	5,811	–	–	0.09%	66
2015 Q3	$207K	Hold	5,811	–	–	0.09%	66
2015 Q2	$234K	Hold	5,811	–	–	0.1%	64
2015 Q1	$227K	Hold	5,811	–	–	0.1%	64
2014 Q4	$226K	Sell	5,811 -16	-0.3%	-$602	0.09%	64
2014 Q3	$217K	Hold	5,827	–	–	0.1%	62
2014 Q2	$230K	Hold	5,827	–	–	0.1%	62
2014 Q1	$234K	Hold	5,827	–	–	0.11%	61
2013 Q4	$217K	Buy	+5,827	New	+$201K	0.1%	63

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lafayette Investments's TFC Position: Q1 2026 in Review

Lafayette Investments reduced its Truist Financial (TFC) stake by 8.7% in Q1 2026, selling an estimated $24.7K and leaving 5,227 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #141.

Lafayette Investments first reported a position in TFC in Q4 2013 and has held it in 46 quarters since. The position peaked at $420K in Q3 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Lafayette Investments held 5,227 shares of Truist Financial worth $240K as of Q1 2026.
Lafayette Investments sold 500 Truist Financial shares in Q1 2026, an estimated $24.7K.
Truist Financial made up 0.05% of Lafayette Investments's portfolio in Q1 2026, its #141 holding.
Lafayette Investments first reported a position in Truist Financial in Q4 2013 and has held it in 46 quarters since.
Lafayette Investments's Truist Financial position peaked at $420K in Q3 2021.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Lafayette Investments's 13F filing for Q1 2026, filed 27 Apr 2026.