Simplex Trading
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Simplex Trading’s Truist Financial TFC Stock Holding History

Simplex Trading’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
Q2 		– Sell
-186,150
Closed -$7.28M – 9721
2025
Q1 		$7.66M Buy
+186,150
New +$8.29M ﹤0.01% 1041
2024
Q4 		– Sell
-86,033
Closed -$3.84M – 9615
2024
Q3 		$3.68M Sell
86,033
-42,998
-33% -$1.82M ﹤0.01% 1737
2024
Q2 		$5.01M Sell
129,031
-40,803
-24% -$1.54M ﹤0.01% 1434
2024
Q1 		$6.62M Sell
169,834
-31,437
-16% -$1.15M ﹤0.01% 1387
2023
Q4 		$7.43M Buy
201,271
+1,390
+0.7% +$43.6K ﹤0.01% 1289
2023
Q3 		$5.72M Buy
199,881
+110,283
+123% +$3.39M ﹤0.01% 1248
2023
Q2 		$2.72M Buy
+89,598
New +$2.78M ﹤0.01% 1729
2022
Q3 		– Sell
-6,790
Closed -$327K – 10879
2022
Q2 		$322K Sell
6,790
-30,798
-82% -$1.52M ﹤0.01% 4011
2022
Q1 		$2.13M Buy
+37,588
New +$2.32M ﹤0.01% 2044
2020
Q4 		– Sell
-8,062
Closed -$365K – 9083
2020
Q3 		$306K Buy
+8,062
New +$304K ﹤0.01% 3582
2020
Q1 		– Sell
-30,819
Closed -$1.46M – 8265
2019
Q4 		$1.74M Buy
+30,819
New +$1.67M ﹤0.01% 1601
2019
Q3 		– Sell
-21,004
Closed -$1.04M – 7884
2019
Q2 		$1.03M Sell
21,004
-60,063
-74% -$2.94M ﹤0.01% 1866
2019
Q1 		$3.77M Buy
+81,067
New +$3.95M 0.01% 875
2018
Q4 		– Sell
-9,226
Closed -$443K – 7804
2018
Q3 		$447K Sell
9,226
-9,873
-52% -$507K ﹤0.01% 2751
2018
Q2 		$963K Buy
+19,099
New +$1.01M ﹤0.01% 1831
2015
Q4 		– Sell
-16,000
Closed -$602K – 6123
2015
Q3 		$569K Buy
16,000
+11,654
+268% +$450K 0.04% 400
2015
Q2 		$175K Buy
4,346
+3,690
+563% +$146K 0.01% 865
2015
Q1 		$25K Buy
+656
New +$24.7K ﹤0.01% 2154

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

Simplex Trading's TFC Position: Q2 2025 in Review

Simplex Trading sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 186,150 shares — an estimated $7.28M sold.

Simplex Trading first reported a position in TFC in Q1 2015 and held it in 18 quarters. The position peaked at $7.66M in Q1 2025. 1,549 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Simplex Trading reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
  • Simplex Trading sold 186,150 Truist Financial shares in Q2 2025, an estimated $7.28M.
  • Simplex Trading first reported a position in Truist Financial in Q1 2015 and held it in 18 quarters.
  • Simplex Trading's Truist Financial position peaked at $7.66M in Q1 2025.
  • 1,549 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Simplex Trading's 13F filing for Q2 2025, filed 5 Aug 2025.