Machina Capital’s Truist Financial TFC Stock Holding History

Machina Capital’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	-6,414	Closed	-$276K	–	425
2025 Q2	$276K	Buy	+6,414	New	+$251K	0.06%	268
2025 Q1	–	Sell	-25,008	Closed	-$1.08M	–	372
2024 Q4	$1.08M	Buy	+25,008	New	+$1.12M	0.46%	82
2024 Q2	–	Sell	-36,065	Closed	-$1.41M	–	347
2024 Q1	$1.41M	Buy	36,065 +25,835	+253%	+$945K	0.74%	31
2023 Q4	$378K	Buy	+10,230	New	+$321K	0.24%	159
2021 Q3	–	Sell	-6,100	Closed	-$339K	–	204
2021 Q2	$339K	Buy	+6,100	New	+$358K	0.57%	75
2019 Q3	–	Sell	-41,226	Closed	-$2.02M	–	491
2019 Q2	$2.02M	Buy	+41,226	New	+$2.02M	0.76%	30
2019 Q1	–	Sell	-11,373	Closed	-$493K	–	549
2018 Q4	$493K	Buy	+11,373	New	+$546K	0.33%	122

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Machina Capital's TFC Position: Q3 2025 in Review

Machina Capital sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 6,414 shares — an estimated $276K sold.

Machina Capital first reported a position in TFC in Q4 2018 and held it in 7 quarters. The position peaked at $2.02M in Q2 2019. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Machina Capital reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Machina Capital sold 6,414 Truist Financial shares in Q3 2025, an estimated $276K.
Machina Capital first reported a position in Truist Financial in Q4 2018 and held it in 7 quarters.
Machina Capital's Truist Financial position peaked at $2.02M in Q2 2019.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Machina Capital's 13F filing for Q3 2025, filed 5 Nov 2025.