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TFC icon

Ossiam’s Truist Financial TFC Stock Holding History

Ossiam’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 		$33.6M Buy
730,094
+699,037
+2,251% +$34.5M 0.59% 31
2025
Q4 		$1.53M Sell
31,057
-263,468
-89% -$12.1M 0.03% 175
2025
Q3 		$13.5M Buy
294,525
+257,603
+698% +$11.6M 0.17% 105
2025
Q2 		$1.59M Buy
36,922
+8,165
+28% +$319K 0.02% 309
2025
Q1 		$1.18M Sell
28,757
-96,205
-77% -$4.29M 0.02% 303
2024
Q4 		$5.42M Buy
124,962
+80,171
+179% +$3.58M 0.09% 135
2024
Q3 		$1.92M Sell
44,791
-8,516
-16% -$360K 0.04% 220
2024
Q2 		$2.07M Sell
53,307
-192,725
-78% -$7.28M 0.04% 209
2024
Q1 		$9.59M Buy
246,032
+207,630
+541% +$7.6M 0.17% 106
2023
Q4 		$1.42M Sell
38,402
-8,152
-18% -$256K 0.02% 294
2023
Q3 		$1.33M Buy
46,554
+24,351
+110% +$749K 0.02% 296
2023
Q2 		$674K Sell
22,203
-16,907
-43% -$525K 0.01% 383
2023
Q1 		$1.33M Sell
39,110
-63,463
-62% -$2.77M 0.03% 246
2022
Q4 		$4.41M Sell
102,573
-97,730
-49% -$4.29M 0.11% 128
2022
Q3 		$8.72M Buy
200,303
+199,765
+37,131% +$9.61M 0.25% 77
2022
Q2 		$26K Sell
538
-1,363
-72% -$67.2K ﹤0.01% 393
2022
Q1 		$108K Sell
1,901
-527,992
-100% -$32.6M ﹤0.01% 379
2021
Q4 		$31M Buy
529,893
+103,409
+24% +$6.32M 0.81% 31
2021
Q3 		$25M Buy
426,484
+425,151
+31,894% +$23.8M 0.71% 31
2021
Q2 		$73K Sell
1,333
-72,639
-98% -$4.27M ﹤0.01% 404
2021
Q1 		$4.31M Buy
73,972
+73,595
+19,521% +$4.03M 0.13% 112
2020
Q4 		$18K Sell
377
-64,088
-99% -$2.9M ﹤0.01% 404
2020
Q3 		$2.45M Buy
64,465
+10,190
+19% +$384K 0.1% 125
2020
Q2 		$2.04M Buy
+54,275
New +$1.95M 0.13% 128
2019
Q3 		– Sell
-4,568
Closed -$224K – 516
2019
Q2 		$224K Buy
+4,568
New +$224K 0.02% 310
2019
Q1 		– Sell
-2,013
Closed -$87K – 326
2018
Q4 		$87K Buy
+2,013
New +$96.6K 0.01% 239

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

Ossiam's TFC Position: Q1 2026 in Review

Ossiam increased its Truist Financial (TFC) stake by 2,251% in Q1 2026, buying an estimated $34.5M and bringing the position to 730,094 shares worth $33.6M. The position accounts for 0.59% of the portfolio, ranked #31.

Ossiam first reported a position in TFC in Q4 2018 and has held it in 26 quarters since. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Ossiam held 730,094 shares of Truist Financial worth $33.6M as of Q1 2026.
  • Ossiam bought 699,037 Truist Financial shares in Q1 2026, an estimated $34.5M.
  • Truist Financial made up 0.59% of Ossiam's portfolio in Q1 2026, its #31 holding.
  • Ossiam first reported a position in Truist Financial in Q4 2018 and has held it in 26 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.