LAM
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LOM Asset Management’s Truist Financial TFC Stock Holding History

LOM Asset Management’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 		$1.52M Sell
30,478
-1,037
-3% -$51K 0.39% 79
2026
Q1 		$1.45M Buy
31,515
+492
+2% +$24.3K 0.42% 78
2025
Q4 		$1.53M Buy
31,023
+7,226
+30% +$333K 0.44% 78
2025
Q3 		$1.09M Buy
23,797
+935
+4% +$42.2K 0.33% 87
2025
Q2 		$983K Buy
+22,862
New +$894K 0.33% 89

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

LOM Asset Management's TFC Position: Q2 2026 in Review

LOM Asset Management reduced its Truist Financial (TFC) stake by 3.3% in Q2 2026, selling an estimated $51K and leaving 30,478 shares worth $1.52M. The position accounts for 0.39% of the portfolio, ranked #79.

LOM Asset Management first reported a position in TFC in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • LOM Asset Management held 30,478 shares of Truist Financial worth $1.52M as of Q2 2026.
  • LOM Asset Management sold 1,037 Truist Financial shares in Q2 2026, an estimated $51K.
  • Truist Financial made up 0.39% of LOM Asset Management's portfolio in Q2 2026, its #79 holding.
  • LOM Asset Management first reported a position in Truist Financial in Q2 2025 and has held it in 5 quarters since.
  • LOM Asset Management's Truist Financial position peaked at $1.53M in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.