Oxford Asset Management’s Truist Financial TFC Stock Holding History

Oxford 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 Q4	–	Sell	-12,552	Closed	-$574K	–	732
2025 Q3	$574K	Buy	+12,552	New	+$566K	0.19%	160
2025 Q2	–	Sell	-13,697	Closed	-$564K	–	759
2025 Q1	$564K	Sell	13,697 -3,625	-21%	-$161K	0.26%	111
2024 Q4	$751K	Buy	+17,322	New	+$773K	0.33%	82
2018 Q2	–	Sell	-34,897	Closed	-$1.82M	–	1922
2018 Q1	$1.82M	Buy	+34,897	New	+$1.88M	0.04%	628

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Oxford Asset Management's TFC Position: Q4 2025 in Review

Oxford Asset Management sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 12,552 shares — an estimated $574K sold.

Oxford Asset Management first reported a position in TFC in Q1 2018 and held it in 4 quarters. The position peaked at $1.82M in Q1 2018. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Oxford Asset Management reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Oxford Asset Management sold 12,552 Truist Financial shares in Q4 2025, an estimated $574K.
Oxford Asset Management first reported a position in Truist Financial in Q1 2018 and held it in 4 quarters.
Oxford Asset Management's Truist Financial position peaked at $1.82M in Q1 2018.
1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Oxford Asset Management's 13F filing for Q4 2025, filed 17 Feb 2026.