Raymond James Financial’s Truist Financial TFC Stock Holding History

Raymond James Financial’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	$228M	Sell	4,954,471 -101,313	-2%	-$5.01M	0.07%	247
2025 Q4	$249M	Buy	5,055,784 +109,703	+2%	+$5.05M	0.08%	222
2025 Q3	$226M	Buy	4,946,081 +400,681	+9%	+$18.1M	0.07%	243
2025 Q2	$195M	Buy	4,545,400 +122,811	+3%	+$4.81M	0.07%	263
2025 Q1	$182M	Sell	4,422,589 -142,898	-3%	-$6.37M	0.07%	261
2024 Q4	$198M	Buy	+4,565,487	New	+$204M	0.07%	237

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

Raymond James Financial's TFC Position: Q1 2026 in Review

Raymond James Financial reduced its Truist Financial (TFC) stake by 2% in Q1 2026, selling an estimated $5.01M and leaving 4,954,471 shares worth $228M. The position accounts for 0.07% of the portfolio, ranked #247.

Raymond James Financial first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. The position peaked at $249M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Raymond James Financial held 4,954,471 shares of Truist Financial worth $228M as of Q1 2026.
Raymond James Financial sold 101,313 Truist Financial shares in Q1 2026, an estimated $5.01M.
Truist Financial made up 0.07% of Raymond James Financial's portfolio in Q1 2026, its #247 holding.
Raymond James Financial first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's Truist Financial position peaked at $249M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.