LBP AM’s Truist Financial TFC Stock Holding History

LBP AM’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	$290K	Sell	6,298 -213,897	-97%	-$10.6M	﹤0.01%	382
2025 Q4	$10.8M	Buy	+220,195	New	+$10.1M	0.13%	159
2025 Q2	–	Sell	-160,248	Closed	-$6.59M	–	407
2025 Q1	$6.59M	Sell	160,248 -6,703	-4%	-$299K	0.1%	162
2024 Q4	$7.24M	Buy	166,951 +139,162	+501%	+$6.21M	0.1%	165
2024 Q3	$1.19M	Buy	27,789 +1,626	+6%	+$68.7K	0.02%	279
2024 Q2	$1.02M	Buy	26,163 +54	+0.2%	+$2.04K	0.04%	216
2024 Q1	$1.02M	Sell	26,109 -41,918	-62%	-$1.53M	0.04%	228
2023 Q4	$2.51M	Sell	68,027 -2,022	-3%	-$63.5K	0.06%	241
2023 Q3	$2M	Buy	70,049 +7,988	+13%	+$246K	0.04%	292
2023 Q2	$1.88M	Buy	62,061 +193	+0.3%	+$5.99K	0.04%	263
2023 Q1	$2.11M	Sell	61,868 -2,852	-4%	-$124K	0.05%	275
2022 Q4	$2.78M	Buy	+64,720	New	+$2.84M	0.08%	232

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

LBP AM's TFC Position: Q1 2026 in Review

LBP AM reduced its Truist Financial (TFC) stake by 97% in Q1 2026, selling an estimated $10.6M and leaving 6,298 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

LBP AM first reported a position in TFC in Q4 2022 and has held it in 12 quarters since. The position peaked at $10.8M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

LBP AM held 6,298 shares of Truist Financial worth $290K as of Q1 2026.
LBP AM sold 213,897 Truist Financial shares in Q1 2026, an estimated $10.6M.
Truist Financial made up ﹤0.01% of LBP AM's portfolio in Q1 2026, its #382 holding.
LBP AM first reported a position in Truist Financial in Q4 2022 and has held it in 12 quarters since.
LBP AM's Truist Financial position peaked at $10.8M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on LBP AM's 13F filing for Q1 2026, filed 27 Apr 2026.