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NEOS Investment Management’s Truist Financial TFC Stock Holding History

NEOS Investment 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
2026
Q1 		$8.46M Buy
184,060
+8,736
+5% +$432K 0.04% 263
2025
Q4 		$8.63M Sell
175,324
-10,500
-6% -$484K 0.05% 251
2025
Q3 		$8.5M Buy
185,824
+57,945
+45% +$2.61M 0.06% 218
2025
Q2 		$5.5M Buy
127,879
+26,739
+26% +$1.05M 0.07% 230
2025
Q1 		$4.16M Buy
101,140
+18,769
+23% +$836K 0.08% 224
2024
Q4 		$3.57M Buy
82,371
+19,811
+32% +$884K 0.08% 213
2024
Q3 		$2.68M Buy
62,560
+12,992
+26% +$549K 0.08% 219
2024
Q2 		$1.93M Buy
49,568
+15,936
+47% +$602K 0.08% 222
2024
Q1 		$1.31M Buy
33,632
+14,716
+78% +$538K 0.08% 217
2023
Q4 		$698K Buy
18,916
+4,752
+34% +$149K 0.07% 227
2023
Q3 		$405K Buy
+14,164
New +$436K 0.05% 234

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

NEOS Investment Management's TFC Position: Q1 2026 in Review

NEOS Investment Management increased its Truist Financial (TFC) stake by 5% in Q1 2026, buying an estimated $432K and bringing the position to 184,060 shares worth $8.46M. The position accounts for 0.04% of the portfolio, ranked #263.

NEOS Investment Management first reported a position in TFC in Q3 2023 and has held it in 11 quarters since. The position peaked at $8.63M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • NEOS Investment Management held 184,060 shares of Truist Financial worth $8.46M as of Q1 2026.
  • NEOS Investment Management bought 8,736 Truist Financial shares in Q1 2026, an estimated $432K.
  • Truist Financial made up 0.04% of NEOS Investment Management's portfolio in Q1 2026, its #263 holding.
  • NEOS Investment Management first reported a position in Truist Financial in Q3 2023 and has held it in 11 quarters since.
  • NEOS Investment Management's Truist Financial position peaked at $8.63M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on NEOS Investment Management's 13F filing for Q1 2026, filed 15 May 2026.