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Rossby Financial’s Truist Financial TFC Stock Holding History

Rossby 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 		$68.3K Buy
1,462
+31
+2% +$1.53K 0.01% 654
2025
Q4 		$70.4K Buy
1,431
+688
+93% +$31.7K 0.02% 480
2025
Q3 		$33.9K Hold
743
– – 0.01% 609
2025
Q2 		$31.9K Sell
743
-387
-34% -$15.1K 0.01% 572
2025
Q1 		$42.6K Buy
+1,130
New +$50.3K 0.02% 506

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

Rossby Financial's TFC Position: Q1 2026 in Review

Rossby Financial increased its Truist Financial (TFC) stake by 2.2% in Q1 2026, buying an estimated $1.53K and bringing the position to 1,462 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #654.

Rossby Financial first reported a position in TFC in Q1 2025 and has held it in 5 quarters since. The position peaked at $70.4K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Rossby Financial held 1,462 shares of Truist Financial worth $68.3K as of Q1 2026.
  • Rossby Financial bought 31 Truist Financial shares in Q1 2026, an estimated $1.53K.
  • Truist Financial made up 0.01% of Rossby Financial's portfolio in Q1 2026, its #654 holding.
  • Rossby Financial first reported a position in Truist Financial in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's Truist Financial position peaked at $70.4K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.