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Longboard Asset Management’s Truist Financial TFC Stock Holding History

Longboard 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
Q1 		– Sell
-4,183
Closed -$206K – 74
2025
Q4 		$206K Buy
+4,183
New +$193K 1.31% 57

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

Longboard Asset Management's TFC Position: Q1 2026 in Review

Longboard Asset Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,183 shares — an estimated $206K sold.

Longboard Asset Management first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Longboard Asset Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Longboard Asset Management sold 4,183 Truist Financial shares in Q1 2026, an estimated $206K.
  • Longboard Asset Management first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
  • Longboard Asset Management's Truist Financial position peaked at $206K in Q4 2025.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Longboard Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.