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Nearwater Capital Markets’s Truist Financial TFC Stock Holding History

Nearwater Capital Markets’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
Q4 		– Sell
-200,000
Closed -$9.14M – 173
2025
Q3 		$9.14M Hold
200,000
– – 0.12% 112
2025
Q2 		$8.6M Sell
200,000
-30,044
-13% -$1.18M 0.14% 95
2025
Q1 		$9.47M Hold
230,044
– – 0.27% 83
2024
Q4 		$9.98M Buy
+230,044
New +$10.3M 0.28% 67

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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nearwater Capital Markets's TFC Position: Q4 2025 in Review

Nearwater Capital Markets sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 200,000 shares — an estimated $9.14M sold.

Nearwater Capital Markets first reported a position in TFC in Q4 2024 and held it in 4 quarters. The position peaked at $9.98M in Q4 2024. 1,670 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Nearwater Capital Markets reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Nearwater Capital Markets sold 200,000 Truist Financial shares in Q4 2025, an estimated $9.14M.
  • Nearwater Capital Markets first reported a position in Truist Financial in Q4 2024 and held it in 4 quarters.
  • Nearwater Capital Markets's Truist Financial position peaked at $9.98M in Q4 2024.
  • 1,670 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Nearwater Capital Markets's 13F filing for Q4 2025, filed 17 Feb 2026.