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
Q1 		– Sell
-136,000
Closed -$6.69M – 1866
2025
Q4 		$6.69M Sell
136,000
-19,600
-13% -$903K 0.01% 502
2025
Q3 		$7.11M Hold
155,600
– – 0.03% 426
2025
Q2 		$6.69M Sell
155,600
-75,600
-33% -$2.96M 0.05% 373
2025
Q1 		$9.51M Buy
231,200
+25,600
+12% +$1.14M 0.09% 256
2024
Q4 		$8.92M Hold
205,600
– – 0.08% 271
2024
Q3 		$8.79M Buy
205,600
+41,600
+25% +$1.76M 0.07% 241
2024
Q2 		$6.37M Hold
164,000
– – 0.05% 278
2024
Q1 		$6.39M Buy
+164,000
New +$6M 0.07% 260

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.