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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
2026
Q1 		– Sell
-1,271
Closed -$62.5K – 434
2025
Q4 		$62.5K Buy
+1,271
New +$58.5K 0.04% 216

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Reflection Asset Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 1,271 shares — an estimated $62.5K sold.

Reflection Asset Management first reported a position in TFC in Q4 2025 and held it in 1 quarter. The position peaked at $62.5K in Q4 2025. 1,650 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Reflection Asset Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Reflection Asset Management sold 1,271 Truist Financial shares in Q1 2026, an estimated $62.5K.
  • Reflection Asset Management first reported a position in Truist Financial in Q4 2025 and held it in 1 quarter.
  • Reflection Asset Management's Truist Financial position peaked at $62.5K in Q4 2025.
  • 1,650 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Reflection Asset Management's 13F filing for Q1 2026, filed 26 Aug 2026.