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Rakuten Investment Management’s Truist Financial TFC Stock Holding History

Rakuten Investment 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 		$8.4M Buy
188,201
+19,485
+12% +$963K 0.02% 187
2025
Q4 		$8.44M Buy
168,716
+1,833
+1% +$84.4K 0.03% 193
2025
Q3 		$30.6M Buy
+166,883
New +$7.52M 0.11% 50
2025
Q1 		$4.88M Buy
+120,598
New +$5.37M 0.02% 212
2024
Q3 		$3.23M Buy
75,860
+18,935
+33% +$800K 0.02% 159
2024
Q2 		$2.15M Buy
56,925
+21,061
+59% +$796K 0.01% 168
2024
Q1 		$1.4M Buy
35,864
+32,568
+988% +$1.19M 0.01% 167
2023
Q4 		$123K Buy
+3,296
New +$103K ﹤0.01% 152

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

Rakuten Investment Management's TFC Position: Q1 2026 in Review

Rakuten Investment Management increased its Truist Financial (TFC) stake by 12% in Q1 2026, buying an estimated $963K and bringing the position to 188,201 shares worth $8.4M. The position accounts for 0.02% of the portfolio, ranked #187.

Rakuten Investment Management first reported a position in TFC in Q4 2023 and has held it in 8 quarters since. The position peaked at $30.6M in Q3 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Rakuten Investment Management held 188,201 shares of Truist Financial worth $8.4M as of Q1 2026.
  • Rakuten Investment Management bought 19,485 Truist Financial shares in Q1 2026, an estimated $963K.
  • Truist Financial made up 0.02% of Rakuten Investment Management's portfolio in Q1 2026, its #187 holding.
  • Rakuten Investment Management first reported a position in Truist Financial in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's Truist Financial position peaked at $30.6M in Q3 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.