LP
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LMR Partners’s Truist Financial TFC Stock Holding History

LMR 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 		$459K Buy
+9,223
New +$454K ﹤0.01% 1188
2025
Q3 		– Sell
-71
Closed -$3.2K – 1652
2025
Q2 		$3.05K Sell
71
-14,698
-100% -$575K ﹤0.01% 1317
2025
Q1 		$608K Buy
14,769
+13,957
+1,719% +$622K 0.01% 883
2024
Q4 		$35.2K Buy
812
+792
+3,960% +$35.3K ﹤0.01% 1053
2024
Q3 		$855 Buy
+20
New +$845 ﹤0.01% 1226
2024
Q1 		– Sell
-1,675,385
Closed -$61.3M – 1306
2023
Q4 		$61.9M Buy
1,675,385
+615,468
+58% +$19.3M 0.71% 20
2023
Q3 		$30.3M Buy
+1,059,917
New +$32.6M 0.34% 61
2021
Q2 		– Sell
-38,107
Closed -$2.22M – 1318
2021
Q1 		$2.22M Buy
38,107
+25,650
+206% +$1.41M 0.06% 309
2020
Q4 		$597K Buy
+12,457
New +$564K 0.01% 331
2019
Q3 		– Sell
-13,328
Closed -$655K – 510
2019
Q2 		$655K Sell
13,328
-17,027
-56% -$834K 0.02% 285
2019
Q1 		$1.41M Buy
+30,355
New +$1.48M 0.07% 142
2017
Q3 		– Sell
-76,217
Closed -$3.46M – 535
2017
Q2 		$3.46M Buy
+76,217
New +$3.31M 0.22% 88
2017
Q1 		– Sell
-22,025
Closed -$1.04M – 473
2016
Q4 		$1.04M Buy
22,025
+386
+2% +$16.4K 0.16% 148
2016
Q3 		$816K Buy
+21,639
New +$806K 0.08% 214
2016
Q2 		– Sell
-40,149
Closed -$1.34M – 584
2016
Q1 		$1.34M Buy
+40,149
New +$1.33M 0.15% 137
2015
Q4 		– Sell
-50,348
Closed -$1.79M – 344
2015
Q3 		$1.79M Buy
50,348
+39,272
+355% +$1.52M 0.2% 113
2015
Q2 		$447K Buy
+11,076
New +$438K 0.05% 316
2014
Q3 		– Sell
-22,820
Closed -$900K – 475
2014
Q2 		$900K Buy
+22,820
New +$875K 0.07% 249

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

LMR Partners's TFC Position: Q2 2026 in Review

LMR Partners opened a new position in Truist Financial (TFC) in Q2 2026: 9,223 shares worth $459K. The stake represents ﹤0.01% of the portfolio and ranks #1188 among its holdings. This is a return to the name: LMR Partners previously reported a position in TFC as recently as Q2 2025.

LMR Partners first reported a position in TFC in Q2 2014 and has held it in 18 quarters since. The position peaked at $61.9M in Q4 2023. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • LMR Partners held 9,223 shares of Truist Financial worth $459K as of Q2 2026.
  • Truist Financial was a new LMR Partners position in Q2 2026.
  • Truist Financial made up ﹤0.01% of LMR Partners's portfolio in Q2 2026, its #1188 holding.
  • LMR Partners first reported a position in Truist Financial in Q2 2014 and has held it in 18 quarters since.
  • LMR Partners's Truist Financial position peaked at $61.9M in Q4 2023.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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