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Legato Capital Management’s Truist Financial TFC Stock Holding History

Legato Capital 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
Q1 		$3.62M Buy
78,830
+31,600
+67% +$1.56M 0.33% 77
2025
Q4 		$2.32M Buy
+47,230
New +$2.18M 0.2% 141

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
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
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

Legato Capital Management's TFC Position: Q1 2026 in Review

Legato Capital Management increased its Truist Financial (TFC) stake by 67% in Q1 2026, buying an estimated $1.56M and bringing the position to 78,830 shares worth $3.62M. The position accounts for 0.33% of the portfolio, ranked #77.

Legato Capital Management first reported a position in TFC in Q4 2025 and has held it in 2 quarters since. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Legato Capital Management held 78,830 shares of Truist Financial worth $3.62M as of Q1 2026.
  • Legato Capital Management bought 31,600 Truist Financial shares in Q1 2026, an estimated $1.56M.
  • Truist Financial made up 0.33% of Legato Capital Management's portfolio in Q1 2026, its #77 holding.
  • Legato Capital Management first reported a position in Truist Financial in Q4 2025 and has held it in 2 quarters since.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.