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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
Q2 		$3.58M Sell
71,948
-6,882
-9% -$339K 0.3% 91
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Legato Capital Management's TFC Position: Q2 2026 in Review

Legato Capital Management reduced its Truist Financial (TFC) stake by 8.7% in Q2 2026, selling an estimated $339K and leaving 71,948 shares worth $3.58M. The position accounts for 0.3% of the portfolio, ranked #91.

Legato Capital Management first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.62M in Q1 2026. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Legato Capital Management held 71,948 shares of Truist Financial worth $3.58M as of Q2 2026.
  • Legato Capital Management sold 6,882 Truist Financial shares in Q2 2026, an estimated $339K.
  • Truist Financial made up 0.3% of Legato Capital Management's portfolio in Q2 2026, its #91 holding.
  • Legato Capital Management first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • Legato Capital Management's Truist Financial position peaked at $3.62M in Q1 2026.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Legato Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.