Letko, Brosseau & Associates’s Truist Financial TFC Stock Holding History

Letko, Brosseau & Associates’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	$72.1M	Sell	1,567,796 -128,960	-8%	-$6.37M	1.16%	33
2025 Q4	$83.5M	Buy	1,696,756 +32,200	+2%	+$1.48M	1.37%	26
2025 Q3	$76.1M	Sell	1,664,556 -7,925	-0.5%	-$357K	1.31%	29
2025 Q2	$71.9M	Buy	1,672,481 +25,335	+2%	+$991K	1.38%	28
2025 Q1	$67.8M	Sell	1,647,146 -44,615	-3%	-$1.99M	1.44%	27
2024 Q4	$73.4M	Sell	1,691,761 -17,255	-1%	-$770K	1.42%	27
2024 Q3	$73.1M	Buy	1,709,016 +4,925	+0.3%	+$208K	1.33%	32
2024 Q2	$66.2M	Buy	1,704,091 +29,625	+2%	+$1.12M	1.26%	34
2024 Q1	$65.3M	Buy	1,674,466 +1,265	+0.1%	+$46.3K	1.13%	34
2023 Q4	$61.8M	Sell	1,673,201 -8,055	-0.5%	-$253K	1.13%	33
2023 Q3	$48.1M	Buy	1,681,256 +89,465	+6%	+$2.75M	0.94%	41
2023 Q2	$48.3M	Buy	1,591,791 +393,550	+33%	+$12.2M	0.9%	41
2023 Q1	$40.9M	Buy	1,198,241 +277,730	+30%	+$12.1M	0.76%	48
2022 Q4	$39.6M	Buy	920,511 +875	+0.1%	+$38.4K	0.71%	54
2022 Q3	$40M	Buy	919,636 +130,125	+16%	+$6.26M	0.79%	47
2022 Q2	$37.4M	Buy	789,511 +78,875	+11%	+$3.89M	0.66%	53
2022 Q1	$40.3M	Sell	710,636 -16,075	-2%	-$993K	0.6%	56
2021 Q4	$42.5M	Sell	726,711 -13,315	-2%	-$813K	0.61%	55
2021 Q3	$43.4M	Sell	740,026 -40,935	-5%	-$2.29M	0.63%	50
2021 Q2	$43.3M	Sell	780,961 -3,305	-0.4%	-$194K	0.58%	53
2021 Q1	$45.7M	Sell	784,266 -39,550	-5%	-$2.17M	0.62%	55
2020 Q4	$39.5M	Sell	823,816 -119,600	-13%	-$5.41M	0.54%	55
2020 Q3	$35.9M	Sell	943,416 -78,130	-8%	-$2.94M	0.56%	56
2020 Q2	$38.4M	Sell	1,021,546 -13,025	-1%	-$469K	0.57%	57
2020 Q1	$31.9M	Sell	1,034,571 -176,700	-15%	-$8.36M	0.55%	54
2019 Q4	$68.2M	Sell	1,211,271 -39,750	-3%	-$2.15M	0.68%	47
2019 Q3	$66.8M	Sell	1,251,021 -22,450	-2%	-$1.11M	0.68%	46
2019 Q2	$62.6M	Buy	1,273,471 +73,610	+6%	+$3.61M	0.63%	49
2019 Q1	$55.8M	Buy	1,199,861 +201,635	+20%	+$9.84M	0.56%	52
2018 Q4	$43.2M	Buy	998,226 +24,591	+3%	+$1.18M	0.48%	56
2018 Q3	$47.3M	Sell	973,635 -34,335	-3%	-$1.76M	0.44%	61
2018 Q2	$50.8M	Sell	1,007,970 -23,640	-2%	-$1.26M	0.47%	59
2018 Q1	$53.7M	Sell	1,031,610 -16,245	-2%	-$875K	0.5%	55
2017 Q4	$52.1M	Sell	1,047,855 -40,225	-4%	-$1.94M	0.46%	51
2017 Q3	$51.1M	Sell	1,088,080 -10,715	-1%	-$493K	0.46%	52
2017 Q2	$49.9M	Sell	1,098,795 -21,730	-2%	-$944K	0.49%	53
2017 Q1	$50.1M	Sell	1,120,525 -289,395	-21%	-$13.5M	0.47%	55
2016 Q4	$66.3M	Sell	1,409,920 -106,650	-7%	-$4.54M	0.61%	49
2016 Q3	$57.2M	Sell	1,516,570 -16,400	-1%	-$611K	0.54%	54
2016 Q2	$54.6M	Buy	1,532,970 +532,400	+53%	+$18.6M	0.52%	53
2016 Q1	$33.3M	Sell	1,000,570 -25,125	-2%	-$835K	0.33%	62
2015 Q4	$38.8M	Sell	1,025,695 -28,875	-3%	-$1.09M	0.4%	60
2015 Q3	$37.5M	Buy	1,054,570 +90,160	+9%	+$3.48M	0.38%	58
2015 Q2	$38.9M	Buy	964,410 +5,735	+0.6%	+$227K	0.36%	58
2015 Q1	$37.4M	Buy	958,675 +7,900	+0.8%	+$298K	0.35%	57
2014 Q4	$37M	Buy	950,775 +33,775	+4%	+$1.27M	0.32%	62
2014 Q3	$34.1M	Buy	+917,000	New	+$34.6M	0.29%	65

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

Letko, Brosseau & Associates's TFC Position: Q1 2026 in Review

Letko, Brosseau & Associates reduced its Truist Financial (TFC) stake by 7.6% in Q1 2026, selling an estimated $6.37M and leaving 1,567,796 shares worth $72.1M. The position accounts for 1.16% of the portfolio, ranked #33.

Letko, Brosseau & Associates first reported a position in TFC in Q3 2014 and has held it in 47 quarters since. The position peaked at $83.5M in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Letko, Brosseau & Associates held 1,567,796 shares of Truist Financial worth $72.1M as of Q1 2026.
Letko, Brosseau & Associates sold 128,960 Truist Financial shares in Q1 2026, an estimated $6.37M.
Truist Financial made up 1.16% of Letko, Brosseau & Associates's portfolio in Q1 2026, its #33 holding.
Letko, Brosseau & Associates first reported a position in Truist Financial in Q3 2014 and has held it in 47 quarters since.
Letko, Brosseau & Associates's Truist Financial position peaked at $83.5M in Q4 2025.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Letko, Brosseau & Associates's 13F filing for Q1 2026, filed 12 May 2026.