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
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 -$1.34K – 584
2016
Q1 		$1.34K 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 $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

LMR Partners's TFC Position: Q3 2025 in Review

LMR Partners sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 71 shares — an estimated $3.2K sold.

LMR Partners first reported a position in TFC in Q2 2014 and held it in 17 quarters. The position peaked at $61.9M in Q4 2023. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • LMR Partners reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • LMR Partners sold 71 Truist Financial shares in Q3 2025, an estimated $3.2K.
  • LMR Partners first reported a position in Truist Financial in Q2 2014 and held it in 17 quarters.
  • LMR Partners's Truist Financial position peaked at $61.9M in Q4 2023.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on LMR Partners's 13F filing for Q3 2025, filed 14 Nov 2025.