OIAM
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OFI Invest Asset Management’s Truist Financial TFC Stock Holding History

OFI Invest Asset 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
Q2 		– Sell
-155,000
Closed -$6.18M – 385
2026
Q1 		$6.18M Buy
155,000
+150,401
+3,270% +$7.43M 0.08% 153
2025
Q4 		$193K Buy
+4,599
New +$212K ﹤0.01% 325
2025
Q2 		– Sell
-596,096
Closed -$22.7M – 368
2025
Q1 		$22.7M Buy
596,096
+1,462
+0.2% +$65.1K 0.6% 53
2024
Q4 		$24.9M Buy
+594,634
New +$26.5M 0.59% 53
2024
Q2 		$32.2K Buy
887
+60
+7% +$2.27K ﹤0.01% 315
2024
Q1 		$29.8K Sell
827
-114
-12% -$4.17K ﹤0.01% 250
2023
Q4 		$31.4K Sell
941
-5
-0.5% -$157 ﹤0.01% 188
2023
Q3 		$25.6K Buy
+946
New +$29.1K ﹤0.01% 189
2023
Q2 		– Sell
-103,255
Closed -$3.03M – 144
2023
Q1 		$3.03M Buy
+103,255
New +$4.51M 0.02% 105

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

OFI Invest Asset Management's TFC Position: Q2 2026 in Review

OFI Invest Asset Management sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 155,000 shares — an estimated $6.18M sold.

OFI Invest Asset Management first reported a position in TFC in Q1 2023 and held it in 9 quarters. The position peaked at $24.9M in Q4 2024. 1,096 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • OFI Invest Asset Management reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • OFI Invest Asset Management sold 155,000 Truist Financial shares in Q2 2026, an estimated $6.18M.
  • OFI Invest Asset Management first reported a position in Truist Financial in Q1 2023 and held it in 9 quarters.
  • OFI Invest Asset Management's Truist Financial position peaked at $24.9M in Q4 2024.
  • 1,096 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.