Reflection Asset Management’s Truist Financial TFC Stock Holding History

Reflection 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	$62.5K	Buy	+1,271	New	+$58.5K	0.04%	216

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Reflection Asset Management opened a new position in Truist Financial (TFC) in Q4 2025: 1,271 shares worth $62.5K. The stake represents 0.04% of the portfolio and ranks #216 among its holdings.

1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Reflection Asset Management held 1,271 shares of Truist Financial worth $62.5K as of Q4 2025.
Truist Financial was a new Reflection Asset Management position in Q4 2025.
Truist Financial made up 0.04% of Reflection Asset Management's portfolio in Q4 2025, its #216 holding.
1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.