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 New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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.