Ostrum Asset Management’s Truist Financial TFC Stock Holding History

Ostrum 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 Q1	$298K	Sell	6,485 -20,020	-76%	-$989K	0.02%	430
2025 Q4	$1.3M	Sell	26,505 -4,541	-15%	-$209K	0.06%	230
2025 Q3	$1.42M	Sell	31,046 -2,179	-7%	-$98.2K	0.06%	245
2025 Q2	$1.43M	Sell	33,225 -3,411	-9%	-$133K	0.07%	233
2025 Q1	$1.51M	Sell	36,636 -9,402	-20%	-$419K	0.08%	227
2024 Q4	$2M	Buy	46,038 +10,992	+31%	+$491K	0.17%	195
2024 Q3	$1.5M	Sell	35,046 -3,906	-10%	-$165K	0.12%	252
2024 Q2	$1.51M	Sell	38,952 -2,353	-6%	-$88.9K	0.13%	243
2024 Q1	$1.61M	Sell	41,305 -5,431	-12%	-$199K	0.13%	264
2023 Q4	$1.73M	Sell	46,736 -16,642	-26%	-$522K	0.15%	222
2023 Q3	$1.81M	Sell	63,378 -13,357	-17%	-$411K	0.17%	200
2023 Q2	$2.33M	Sell	76,735 -2,938	-4%	-$91.2K	0.2%	173
2023 Q1	$2.72M	Buy	+79,673	New	+$3.48M	0.24%	142

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

Ostrum Asset Management's TFC Position: Q1 2026 in Review

Ostrum Asset Management reduced its Truist Financial (TFC) stake by 76% in Q1 2026, selling an estimated $989K and leaving 6,485 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #430.

Ostrum Asset Management first reported a position in TFC in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.72M in Q1 2023. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Ostrum Asset Management held 6,485 shares of Truist Financial worth $298K as of Q1 2026.
Ostrum Asset Management sold 20,020 Truist Financial shares in Q1 2026, an estimated $989K.
Truist Financial made up 0.02% of Ostrum Asset Management's portfolio in Q1 2026, its #430 holding.
Ostrum Asset Management first reported a position in Truist Financial in Q1 2023 and has held it in 13 quarters since.
Ostrum Asset Management's Truist Financial position peaked at $2.72M in Q1 2023.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.