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Rogco LP’s Truist Financial TFC Stock Holding History

Rogco LP’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
Q1 		– Sell
-86
Closed -$3.73K – 224
2024
Q4 		$3.73K Hold
86
– – ﹤0.01% 201
2024
Q3 		$3.68K Hold
86
– – ﹤0.01% 218
2024
Q2 		$3.34K Sell
86
-20
-19% -$755 ﹤0.01% 223
2024
Q1 		$4.13K Sell
106
-10,746
-99% -$393K ﹤0.01% 223
2023
Q4 		$401K Sell
10,852
-30
-0.3% -$942 0.18% 74
2023
Q3 		$311K Buy
+10,882
New +$335K 0.15% 68

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rogco LP's TFC Position: Q1 2025 in Review

Rogco LP sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 86 shares — an estimated $3.73K sold.

Rogco LP first reported a position in TFC in Q3 2023 and held it in 6 quarters. The position peaked at $401K in Q4 2023. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Rogco LP reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Rogco LP sold 86 Truist Financial shares in Q1 2025, an estimated $3.73K.
  • Rogco LP first reported a position in Truist Financial in Q3 2023 and held it in 6 quarters.
  • Rogco LP's Truist Financial position peaked at $401K in Q4 2023.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Rogco LP's 13F filing for Q1 2025, filed 30 Apr 2025.