Thomas Russo’s Truist Financial TFC Stock Holding History

Thomas Russo’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	–	Sell	-9,355	Closed	-$428K	–	89
2025 Q3	$428K	Buy	9,355 +75	+0.8%	+$3.38K	﹤0.01%	75
2025 Q2	$399K	Sell	9,280 -412	-4%	-$16.1K	﹤0.01%	76
2025 Q1	$399K	Buy	9,692 +75	+0.8%	+$3.34K	﹤0.01%	74
2024 Q4	$417K	Buy	9,617 +71	+0.7%	+$3.17K	﹤0.01%	56
2024 Q3	$408K	Sell	9,546 -1,924	-17%	-$81.3K	﹤0.01%	58
2024 Q2	$446K	Buy	11,470 +89	+0.8%	+$3.36K	﹤0.01%	61
2024 Q1	$444K	Buy	11,381 +94	+0.8%	+$3.44K	﹤0.01%	65
2023 Q4	$417K	Buy	11,287 +100	+0.9%	+$3.14K	﹤0.01%	67
2023 Q3	$320K	Buy	11,187 +105	+0.9%	+$3.23K	﹤0.01%	70
2023 Q2	$336K	Sell	11,082 -200	-2%	-$6.21K	﹤0.01%	72
2023 Q1	$385K	Buy	11,282 +365	+3%	+$15.9K	﹤0.01%	72
2022 Q4	$470K	Buy	10,917 +67	+0.6%	+$2.94K	0.01%	69
2022 Q3	$472K	Buy	10,850 +63	+0.6%	+$3.03K	0.01%	68
2022 Q2	$512K	Buy	10,787 +56	+0.5%	+$2.76K	0.01%	70
2022 Q1	$608K	Buy	10,731 +45	+0.4%	+$2.78K	0.01%	69
2021 Q4	$626K	Buy	10,686 +44	+0.4%	+$2.69K	0.01%	68
2021 Q3	$624K	Buy	10,642 +46	+0.4%	+$2.57K	0.01%	68
2021 Q2	$588K	Buy	10,596 +41	+0.4%	+$2.41K	0.01%	70
2021 Q1	$616K	Buy	10,555 +41	+0.4%	+$2.25K	0.01%	70
2020 Q4	$504K	Buy	10,514 +51	+0.5%	+$2.31K	﹤0.01%	74
2020 Q3	$398K	Buy	10,463 +61	+0.6%	+$2.3K	﹤0.01%	73
2020 Q2	$391K	Buy	10,402 +61	+0.6%	+$2.2K	﹤0.01%	73
2020 Q1	$319K	Buy	10,341 +48	+0.5%	+$2.27K	﹤0.01%	73
2019 Q4	$580K	Buy	10,293 +43	+0.4%	+$2.33K	﹤0.01%	71
2019 Q3	$547K	Buy	10,250 +50	+0.5%	+$2.48K	﹤0.01%	69
2019 Q2	$501K	Buy	10,200 +43	+0.4%	+$2.11K	﹤0.01%	71
2019 Q1	$473K	Buy	10,157 +41	+0.4%	+$2K	﹤0.01%	69
2018 Q4	$438K	Sell	10,116 -501	-5%	-$24.1K	﹤0.01%	69
2018 Q3	$515K	Buy	10,617 +39	+0.4%	+$2K	﹤0.01%	70
2018 Q2	$534K	Sell	10,578 -6,112	-37%	-$325K	﹤0.01%	72
2018 Q1	$869K	Sell	16,690 -10,415	-38%	-$561K	0.01%	67
2017 Q4	$1.35M	Buy	27,105 +138	+0.5%	+$6.66K	0.01%	64
2017 Q3	$1.27M	Buy	26,967 +3,291	+14%	+$151K	0.01%	63
2017 Q2	$1.07M	Buy	23,676 +140	+0.6%	+$6.08K	0.01%	67
2017 Q1	$1.05M	Buy	23,536 +123	+0.5%	+$5.75K	0.01%	67
2016 Q4	$1.1M	Sell	23,413 -14,374	-38%	-$611K	0.01%	66
2016 Q3	$1.43M	Sell	37,787 -3,693	-9%	-$138K	0.01%	61
2016 Q2	$1.48M	Buy	41,480 +289	+0.7%	+$10.1K	0.01%	59
2016 Q1	$1.37M	Buy	41,191 +313	+0.8%	+$10.4K	0.01%	60
2015 Q4	$1.55M	Sell	40,878 -5,382	-12%	-$202K	0.01%	60
2015 Q3	$1.65M	Buy	46,260 +3,852	+9%	+$149K	0.01%	59
2015 Q2	$1.71M	Buy	42,408 +286	+0.7%	+$11.3K	0.02%	61
2015 Q1	$1.64M	Buy	42,122 +262	+0.6%	+$9.87K	0.01%	62
2014 Q4	$1.63M	Buy	41,860 +261	+0.6%	+$9.82K	0.01%	63
2014 Q3	$1.55M	Buy	41,599 +263	+0.6%	+$9.93K	0.01%	69
2014 Q2	$1.63M	Buy	41,336 +259	+0.6%	+$9.93K	0.02%	69
2014 Q1	$1.65M	Buy	41,077 +248	+0.6%	+$9.49K	0.02%	64
2013 Q4	$1.52M	Sell	40,829 -727	-2%	-$25.1K	0.02%	66
2013 Q3	$1.4M	Buy	41,556 +275	+0.7%	+$9.6K	0.01%	68
2013 Q2	$1.4M	Buy	+41,281	New	+$1.32M	0.02%	65

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Thomas Russo's TFC Position: Q4 2025 in Review

Thomas Russo sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 9,355 shares — an estimated $428K sold.

Thomas Russo first reported a position in TFC in Q2 2013 and held it in 50 quarters. The position peaked at $1.71M in Q2 2015. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Thomas Russo reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Thomas Russo sold 9,355 Truist Financial shares in Q4 2025, an estimated $428K.
Thomas Russo first reported a position in Truist Financial in Q2 2013 and held it in 50 quarters.
Thomas Russo's Truist Financial position peaked at $1.71M in Q2 2015.
1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Gardner Russo & Quinn's 13F filing for Q4 2025, filed 12 Feb 2026.