MIFH
TFC icon

Migdal Insurance & Financial Holdings’s Truist Financial TFC Stock Holding History

Migdal Insurance & Financial Holdings’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
-288
Closed -$14K – 427
2025
Q4 		$14K Sell
288
-2,002
-87% -$92.2K ﹤0.01% 327
2025
Q3 		$105K Buy
2,290
+471
+26% +$21.2K ﹤0.01% 238
2025
Q2 		$78K Sell
1,819
-1,008
-36% -$39.4K ﹤0.01% 241
2025
Q1 		$116K Sell
2,827
-1,818
-39% -$81K ﹤0.01% 240
2024
Q4 		$202K Buy
4,645
+3,435
+284% +$153K ﹤0.01% 208
2024
Q3 		$52K Buy
1,210
+930
+332% +$39.3K ﹤0.01% 258
2024
Q2 		$11K Buy
+280
New +$10.6K ﹤0.01% 404
2024
Q1 		– Sell
-936
Closed -$35K – 483
2023
Q4 		$35K Sell
936
-2,653
-74% -$83.3K ﹤0.01% 359
2023
Q3 		$101K Sell
3,589
-9,051
-72% -$278K ﹤0.01% 257
2023
Q2 		$387K Sell
12,640
-38,774
-75% -$1.2M 0.01% 196
2023
Q1 		$1.74M Buy
51,414
+38,446
+296% +$1.68M 0.04% 122
2022
Q4 		$560K Buy
12,968
+11,217
+641% +$492K 0.01% 158
2022
Q3 		$77K Sell
1,751
-3,082
-64% -$148K ﹤0.01% 274
2022
Q2 		$229K Sell
4,833
-2,466
-34% -$122K 0.01% 226
2022
Q1 		$429K Sell
7,299
-91
-1% -$5.62K 0.01% 233
2021
Q4 		$432K Sell
7,390
-20,148
-73% -$1.23M ﹤0.01% 253
2021
Q3 		$1.61M Sell
27,538
-1,484
-5% -$82.9K 0.02% 186
2021
Q2 		$1.61M Sell
29,022
-82,296
-74% -$4.83M 0.02% 200
2021
Q1 		$6.49M Buy
111,318
+47,781
+75% +$2.62M 0.07% 141
2020
Q4 		$3.04M Buy
+63,537
New +$2.88M 0.04% 130
2018
Q4 		– Sell
-8,285
Closed -$402K – 805
2018
Q3 		$402K Buy
8,285
+3,757
+83% +$193K 0.01% 424
2018
Q2 		$228K Buy
4,528
+4,475
+8,443% +$238K 0.01% 424
2018
Q1 		$3K Buy
+53
New +$2.85K ﹤0.01% 597

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Migdal Insurance & Financial Holdings's TFC Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 288 shares — an estimated $14K sold.

Migdal Insurance & Financial Holdings first reported a position in TFC in Q1 2018 and held it in 23 quarters. The position peaked at $6.49M in Q1 2021. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Migdal Insurance & Financial Holdings reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Migdal Insurance & Financial Holdings sold 288 Truist Financial shares in Q1 2026, an estimated $14K.
  • Migdal Insurance & Financial Holdings first reported a position in Truist Financial in Q1 2018 and held it in 23 quarters.
  • Migdal Insurance & Financial Holdings's Truist Financial position peaked at $6.49M in Q1 2021.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.