Neo Ivy Capital Management’s Truist Financial TFC Stock Holding History

Neo Ivy 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 Q1	–	Sell	-103,410	Closed	-$4.49M	–	419
2024 Q4	$4.49M	Buy	103,410 +69,472	+205%	+$3.1M	0.9%	18
2024 Q3	$1.45M	Buy	+33,938	New	+$1.43M	0.47%	88
2022 Q4	$217K	Buy	5,040 +1,386	+38%	+$60.8K	0.15%	223
2022 Q3	$159K	Buy	+3,654	New	+$176K	0.42%	92
2022 Q1	–	Sell	-6,126	Closed	-$359K	–	588
2021 Q4	$359K	Buy	6,126 +2,796	+84%	+$171K	0.52%	55
2021 Q3	$125K	Sell	3,330 -5,244	-61%	-$293K	0.14%	220
2021 Q2	$476K	Buy	8,574 +5,479	+177%	+$322K	0.48%	66
2021 Q1	$181K	Buy	+3,095	New	+$170K	0.2%	171
2020 Q3	–	Sell	-3,330	Closed	-$125K	–	617
2020 Q2	$125K	Buy	+3,330	New	+$120K	0.14%	220
2019 Q3	–	Sell	-29,490	Closed	-$1.45M	–	397
2019 Q2	$1.45M	Buy	+29,490	New	+$1.44M	0.82%	5
2019 Q1	–	Sell	-17,379	Closed	-$753K	–	396
2018 Q4	$753K	Buy	+17,379	New	+$834K	0.59%	56

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Neo Ivy Capital Management's TFC Position: Q1 2025 in Review

Neo Ivy Capital Management sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 103,410 shares — an estimated $4.49M sold.

Neo Ivy Capital Management first reported a position in TFC in Q4 2018 and held it in 11 quarters. The position peaked at $4.49M in Q4 2024. 1,557 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

Neo Ivy Capital Management reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 103,410 Truist Financial shares in Q1 2025, an estimated $4.49M.
Neo Ivy Capital Management first reported a position in Truist Financial in Q4 2018 and held it in 11 quarters.
Neo Ivy Capital Management's Truist Financial position peaked at $4.49M in Q4 2024.
1,557 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Neo Ivy Capital Management's 13F filing for Q1 2025, filed 6 May 2025.