Maltese Capital Management’s Truist Financial TFC Stock Holding History

Maltese Capital 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	-215,000	Closed	-$9.24M	–	138
2025 Q2	$9.24M	Buy	215,000 +40,000	+23%	+$1.57M	1.3%	29
2025 Q1	$7.2M	Buy	175,000 +10,000	+6%	+$446K	1.17%	31
2024 Q4	$7.16M	Buy	165,000 +43,300	+36%	+$1.93M	1.09%	35
2024 Q3	$5.21M	Sell	121,700 -93,300	-43%	-$3.94M	0.8%	41
2024 Q2	$8.35M	Buy	215,000 +52,500	+32%	+$1.98M	1.54%	25
2024 Q1	$6.33M	Buy	162,500 +112,500	+225%	+$4.12M	1.22%	29
2023 Q4	$1.85M	Buy	+50,000	New	+$1.57M	0.52%	55
2021 Q2	–	Sell	-20,005	Closed	-$1.17M	–	163
2021 Q1	$1.17M	Buy	+20,005	New	+$1.1M	0.15%	131
2020 Q3	–	Sell	-24,318	Closed	-$913K	–	176
2020 Q2	$913K	Buy	+24,318	New	+$876K	0.12%	138
2017 Q4	–	Sell	-50,000	Closed	-$2.35M	–	214
2017 Q3	$2.35M	Buy	+50,000	New	+$2.3M	0.2%	136
2016 Q1	–	Sell	-96,000	Closed	-$3.63M	–	224
2015 Q4	$3.63M	Buy	+96,000	New	+$3.61M	0.42%	85

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

Maltese Capital Management's TFC Position: Q3 2025 in Review

Maltese Capital Management sold out of Truist Financial (TFC) in Q3 2025, closing a stake of 215,000 shares — an estimated $9.24M sold.

Maltese Capital Management first reported a position in TFC in Q4 2015 and held it in 11 quarters. The position peaked at $9.24M in Q2 2025. 1,561 funds tracked by Wall St. Rank hold TFC as of Q3 2025.

Maltese Capital Management reported no remaining Truist Financial position as of Q3 2025 after selling out during the quarter.
Maltese Capital Management sold 215,000 Truist Financial shares in Q3 2025, an estimated $9.24M.
Maltese Capital Management first reported a position in Truist Financial in Q4 2015 and held it in 11 quarters.
Maltese Capital Management's Truist Financial position peaked at $9.24M in Q2 2025.
1,561 funds tracked by Wall St. Rank held Truist Financial as of Q3 2025.

Based on Maltese Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.