MAM
TFC icon

Madison Asset Management’s Truist Financial TFC Stock Holding History

Madison 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
2025
Q3 		– Sell
-5,500
Closed -$236K – 355
2025
Q2 		$236K Hold
5,500
– – ﹤0.01% 327
2025
Q1 		$226K Buy
+5,500
New +$245K ﹤0.01% 337
2020
Q1 		– Sell
-6,684
Closed -$376K – 296
2019
Q4 		$376K Buy
+6,684
New +$362K 0.01% 275

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Madison Asset Management's TFC Position: Q3 2025 in Review

Madison Asset Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 5,500 shares — an estimated $236K sold.

Madison Asset Management first reported a position in TFC in Q4 2019 and held it in 3 quarters. The position peaked at $376K in Q4 2019. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

  • Madison Asset Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
  • Madison Asset Management sold 5,500 Truist Financial shares in Q3 2025, an estimated $236K.
  • Madison Asset Management first reported a position in Truist Financial in Q4 2019 and held it in 3 quarters.
  • Madison Asset Management's Truist Financial position peaked at $376K in Q4 2019.
  • 1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Madison Asset Management's 13F filing for Q3 2025, filed 6 Nov 2025.