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Lindbrook Capital’s Truist Financial TFC Stock Holding History

Lindbrook Capital’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
2025
Q1 		$210K Sell
5,095
-685
-12% -$30.5K 0.02% 404
2024
Q4 		$251K Buy
5,780
+68
+1% +$3.04K 0.02% 343
2024
Q3 		$244K Sell
5,712
-258
-4% -$10.9K 0.02% 347
2024
Q2 		$232K Sell
5,970
-29
-0.5% -$1.09K 0.02% 333
2024
Q1 		$234K Buy
5,999
+103
+2% +$3.77K 0.02% 325
2023
Q4 		$218K Buy
5,896
+3,121
+112% +$98K 0.02% 332
2023
Q3 		$79.4K Sell
2,775
-2,563
-48% -$78.8K 0.01% 528
2023
Q2 		$162K Sell
5,338
-768
-13% -$23.9K 0.02% 381
2023
Q1 		$208K Sell
6,106
-1,516
-20% -$66.2K 0.02% 301
2022
Q4 		$328K Buy
7,622
+2,607
+52% +$114K 0.04% 233
2022
Q3 		$218K Sell
5,015
-57
-1% -$2.74K 0.04% 256
2022
Q2 		$241K Sell
5,072
-1,398
-22% -$68.9K 0.04% 247
2022
Q1 		$367K Sell
6,470
-259
-4% -$16K 0.06% 195
2021
Q4 		$394K Buy
6,729
+2,028
+43% +$124K 0.06% 188
2021
Q3 		$276K Buy
4,701
+88
+2% +$4.92K 0.07% 115
2021
Q2 		$256K Buy
4,613
+101
+2% +$5.93K 0.06% 138
2021
Q1 		$263K Buy
4,512
+57
+1% +$3.12K 0.06% 131
2020
Q4 		$214K Buy
4,455
+1,000
+29% +$45.3K 0.05% 135
2020
Q3 		$131K Buy
3,455
+935
+37% +$35.2K 0.04% 169
2020
Q2 		$95K Sell
2,520
-1,138
-31% -$41K 0.03% 218
2020
Q1 		$113K Sell
3,658
-663
-15% -$31.4K 0.04% 170
2019
Q4 		$243K Buy
4,321
+2,460
+132% +$133K 0.08% 114
2019
Q3 		$99K Buy
1,861
+272
+17% +$13.5K 0.04% 243
2019
Q2 		$78K Buy
1,589
+46
+3% +$2.25K 0.03% 286
2019
Q1 		$71K Buy
1,543
+65
+4% +$3.17K 0.03% 300
2018
Q4 		$64K Buy
+1,478
New +$71K 0.03% 274

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's TFC Position: Q1 2025 in Review

Lindbrook Capital reduced its Truist Financial (TFC) stake by 12% in Q1 2025, selling an estimated $30.5K and leaving 5,095 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #404.

Lindbrook Capital first reported a position in TFC in Q4 2018 and has held it in 26 quarters since. The position peaked at $394K in Q4 2021. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Lindbrook Capital held 5,095 shares of Truist Financial worth $210K as of Q1 2025.
  • Lindbrook Capital sold 685 Truist Financial shares in Q1 2025, an estimated $30.5K.
  • Truist Financial made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #404 holding.
  • Lindbrook Capital first reported a position in Truist Financial in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Truist Financial position peaked at $394K in Q4 2021.
  • 1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.