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Lighthouse Investment Partners’s Truist Financial TFC Stock Holding History

Lighthouse Investment Partners’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 		$771K Sell
15,468
-70,642
-82% -$3.48M 0.02% 510
2026
Q1 		$3.96M Buy
86,110
+27,375
+47% +$1.35M 0.14% 230
2025
Q4 		$2.89M Buy
+58,735
New +$2.71M 0.09% 282
2024
Q4 		– Sell
-113,250
Closed -$4.84M – 641
2024
Q3 		$4.84M Sell
113,250
-44,343
-28% -$1.87M 0.18% 143
2024
Q2 		$6.12M Buy
157,593
+46,387
+42% +$1.75M 0.24% 115
2024
Q1 		$4.33M Sell
111,206
-345,618
-76% -$12.6M 0.2% 147
2023
Q4 		$16.9M Buy
456,824
+443,079
+3,224% +$13.9M 0.76% 17
2023
Q3 		$393K Buy
+13,745
New +$423K 0.02% 303

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 $3.37T AUM 44.26% 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

Lighthouse Investment Partners's TFC Position: Q2 2026 in Review

Lighthouse Investment Partners reduced its Truist Financial (TFC) stake by 82% in Q2 2026, selling an estimated $3.48M and leaving 15,468 shares worth $771K. The position accounts for 0.02% of the portfolio, ranked #510.

Lighthouse Investment Partners first reported a position in TFC in Q3 2023 and has held it in 8 quarters since. The position peaked at $16.9M in Q4 2023. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Lighthouse Investment Partners held 15,468 shares of Truist Financial worth $771K as of Q2 2026.
  • Lighthouse Investment Partners sold 70,642 Truist Financial shares in Q2 2026, an estimated $3.48M.
  • Truist Financial made up 0.02% of Lighthouse Investment Partners's portfolio in Q2 2026, its #510 holding.
  • Lighthouse Investment Partners first reported a position in Truist Financial in Q3 2023 and has held it in 8 quarters since.
  • Lighthouse Investment Partners's Truist Financial position peaked at $16.9M in Q4 2023.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.