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Sherbrooke Park Advisers’s Truist Financial TFC Stock Holding History

Sherbrooke Park Advisers’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 		$440K Buy
+8,941
New +$412K 1.14% 18
2025
Q3 		– Sell
-11,979
Closed -$515K – 712
2025
Q2 		$515K Buy
+11,979
New +$469K 0.22% 161
2024
Q2 		– Sell
-6,624
Closed -$258K – 1196
2024
Q1 		$258K Buy
+6,624
New +$242K 0.05% 626

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sherbrooke Park Advisers's TFC Position: Q4 2025 in Review

Sherbrooke Park Advisers opened a new position in Truist Financial (TFC) in Q4 2025: 8,941 shares worth $440K. The stake represents 1.14% of the portfolio and ranks #18 among its holdings. This is a return to the name: Sherbrooke Park Advisers previously reported a position in TFC as recently as Q2 2025.

Sherbrooke Park Advisers first reported a position in TFC in Q1 2024 and has held it in 3 quarters since. The position peaked at $515K in Q2 2025. 1,667 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Sherbrooke Park Advisers held 8,941 shares of Truist Financial worth $440K as of Q4 2025.
  • Truist Financial was a new Sherbrooke Park Advisers position in Q4 2025.
  • Truist Financial made up 1.14% of Sherbrooke Park Advisers's portfolio in Q4 2025, its #18 holding.
  • Sherbrooke Park Advisers first reported a position in Truist Financial in Q1 2024 and has held it in 3 quarters since.
  • Sherbrooke Park Advisers's Truist Financial position peaked at $515K in Q2 2025.
  • 1,667 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.