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 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 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

Lighthouse Investment Partners's TFC Position: Q1 2026 in Review

Lighthouse Investment Partners increased its Truist Financial (TFC) stake by 47% in Q1 2026, buying an estimated $1.35M and bringing the position to 86,110 shares worth $3.96M. The position accounts for 0.14% of the portfolio, ranked #230.

Lighthouse Investment Partners first reported a position in TFC in Q3 2023 and has held it in 7 quarters since. The position peaked at $16.9M in Q4 2023. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Lighthouse Investment Partners held 86,110 shares of Truist Financial worth $3.96M as of Q1 2026.
Lighthouse Investment Partners bought 27,375 Truist Financial shares in Q1 2026, an estimated $1.35M.
Truist Financial made up 0.14% of Lighthouse Investment Partners's portfolio in Q1 2026, its #230 holding.
Lighthouse Investment Partners first reported a position in Truist Financial in Q3 2023 and has held it in 7 quarters since.
Lighthouse Investment Partners's Truist Financial position peaked at $16.9M in Q4 2023.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.