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
2026 Q2	$1.1M	Buy	+22,042	New	+$1.08M	0.47%	77
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

LECAP Asset Management's TFC Position: Q2 2026 in Review

LECAP Asset Management opened a new position in Truist Financial (TFC) in Q2 2026: 22,042 shares worth $1.1M. The stake represents 0.47% of the portfolio and ranks #77 among its holdings. This is a return to the name: LECAP Asset Management previously reported a position in TFC as recently as Q2 2025.

LECAP Asset Management first reported a position in TFC in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.41M in Q1 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

LECAP Asset Management held 22,042 shares of Truist Financial worth $1.1M as of Q2 2026.
Truist Financial was a new LECAP Asset Management position in Q2 2026.
Truist Financial made up 0.47% of LECAP Asset Management's portfolio in Q2 2026, its #77 holding.
LECAP Asset Management first reported a position in Truist Financial in Q4 2023 and has held it in 7 quarters since.
LECAP Asset Management's Truist Financial position peaked at $2.41M in Q1 2024.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LECAP Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.