StoneX Group’s Truist Financial TFC Stock Holding History

StoneX Group’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	$3.14M	Sell	68,302 -16,395	-19%	-$810K	0.17%	105
2025 Q4	$4.17M	Buy	84,697 +3,016	+4%	+$139K	0.18%	101
2025 Q3	$3.73M	Sell	81,681 -3,864	-5%	-$174K	0.16%	118
2025 Q2	$3.68M	Buy	85,545 +1,142	+1%	+$44.7K	0.18%	111
2025 Q1	$3.47M	Buy	84,403 +3,054	+4%	+$136K	0.19%	109
2024 Q4	$3.53M	Buy	+81,349	New	+$3.63M	0.19%	103
2022 Q2	–	Sell	-10,392	Closed	-$589K	–	725
2022 Q1	$589K	Buy	10,392 +385	+4%	+$23.8K	0.06%	282
2021 Q4	$586K	Buy	10,007 +6,247	+166%	+$382K	0.07%	265
2021 Q3	$221K	Sell	3,760 -1,408	-27%	-$78.7K	0.03%	437
2021 Q2	$287K	Buy	5,168 +621	+14%	+$36.5K	0.04%	369
2021 Q1	$265K	Buy	4,547 +41	+0.9%	+$2.25K	0.05%	332
2020 Q4	$216K	Buy	+4,506	New	+$204K	0.05%	335
2020 Q1	–	Sell	-4,268	Closed	-$240K	–	316
2019 Q4	$240K	Buy	+4,268	New	+$231K	0.1%	249

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

StoneX Group's TFC Position: Q1 2026 in Review

StoneX Group reduced its Truist Financial (TFC) stake by 19% in Q1 2026, selling an estimated $810K and leaving 68,302 shares worth $3.14M. The position accounts for 0.17% of the portfolio, ranked #105.

StoneX Group first reported a position in TFC in Q4 2019 and has held it in 13 quarters since. The position peaked at $4.17M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

StoneX Group held 68,302 shares of Truist Financial worth $3.14M as of Q1 2026.
StoneX Group sold 16,395 Truist Financial shares in Q1 2026, an estimated $810K.
Truist Financial made up 0.17% of StoneX Group's portfolio in Q1 2026, its #105 holding.
StoneX Group first reported a position in Truist Financial in Q4 2019 and has held it in 13 quarters since.
StoneX Group's Truist Financial position peaked at $4.17M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.