One River Asset Management’s Truist Financial TFC Stock Holding History

One River 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
2025 Q1	–	Sell	-3,700	Closed	-$161K	–	227
2024 Q4	$161K	Sell	3,700 -5,700	-61%	-$254K	0.01%	183
2024 Q3	$402K	Buy	9,400 +500	+6%	+$21.1K	0.05%	152
2024 Q2	$346K	Buy	+8,900	New	+$336K	0.02%	156
2024 Q1	–	Sell	-2,700	Closed	-$99.7K	–	324
2023 Q4	$99.7K	Hold	2,700	–	–	﹤0.01%	271
2023 Q3	$77.2K	Hold	2,700	–	–	﹤0.01%	306
2023 Q2	$81.9K	Sell	2,700 -26,300	-91%	-$817K	0.01%	252
2023 Q1	$989K	Sell	29,000 -2,800	-9%	-$122K	0.04%	195
2022 Q4	$1.37M	Buy	+31,800	New	+$1.39M	0.08%	192

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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

One River Asset Management's TFC Position: Q1 2025 in Review

One River Asset Management sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 83 shares — an estimated $3.6K sold.

One River Asset Management first reported a position in TFC in Q4 2022 and held it in 6 quarters. The position peaked at $1.15M in Q1 2023. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

One River Asset Management reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
One River Asset Management sold 83 Truist Financial shares in Q1 2025, an estimated $3.6K.
One River Asset Management first reported a position in Truist Financial in Q4 2022 and held it in 6 quarters.
One River Asset Management's Truist Financial position peaked at $1.15M in Q1 2023.
1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on One River Asset Management's 13F filing for Q1 2025, filed 14 May 2025.