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LECAP Asset Management’s Truist Financial TFC Stock Holding History

LECAP Asset 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
Q3 		– Sell
-10,958
Closed -$471K – 388
2025
Q2 		$471K Buy
10,958
+2,542
+30% +$99.5K 0.17% 212
2025
Q1 		$346K Sell
8,416
-20,496
-71% -$913K 0.08% 263
2024
Q4 		$1.25M Buy
28,912
+768
+3% +$34.3K 0.34% 127
2024
Q3 		$1.2M Buy
+28,144
New +$1.19M 0.26% 147
2024
Q2 		– Sell
-61,776
Closed -$2.41M – 416
2024
Q1 		$2.41M Buy
61,776
+53,275
+627% +$1.95M 0.5% 65
2023
Q4 		$314K Buy
+8,501
New +$267K 0.11% 251

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LECAP Asset Management's TFC Position: Q3 2025 in Review

LECAP Asset Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 10,958 shares — an estimated $471K sold.

LECAP Asset Management first reported a position in TFC in Q4 2023 and held it in 6 quarters. The position peaked at $2.41M in Q1 2024. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • LECAP Asset Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • LECAP Asset Management sold 10,958 Truist Financial shares in Q3 2025, an estimated $471K.
  • LECAP Asset Management first reported a position in Truist Financial in Q4 2023 and held it in 6 quarters.
  • LECAP Asset Management's Truist Financial position peaked at $2.41M in Q1 2024.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on LECAP Asset Management's 13F filing for Q3 2025, filed 23 Oct 2025.