Optima Capital’s Truist Financial TFC Stock Holding History

Optima Capital’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	–	Sell	-1	Closed	-$49	–	1169
2025 Q4	$49	Buy	+1	New	+$46	﹤0.01%	1394

Other funds holding TFC

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

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 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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Optima Capital's TFC Position: Q1 2026 in Review

Optima Capital sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 1 share — an estimated $49 sold.

Optima Capital first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $49 in Q4 2025. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Optima Capital reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 Truist Financial share in Q1 2026, an estimated $49.
Optima Capital first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
Optima Capital's Truist Financial position peaked at $49 in Q4 2025.
1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.