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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
2023
Q4 		– Sell
-80,000
Closed -$2.29M – 425
2023
Q3 		$2.29M Buy
+80,000
New +$2.46M 0.09% 222

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

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.