TFS
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Thoroughbred Financial Services’s Truist Financial TFC Stock Holding History

Thoroughbred Financial Services’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
Q1 		– Sell
-4,705
Closed -$204K – 723
2024
Q4 		$204K Sell
4,705
-296
-6% -$13.2K 0.01% 651
2024
Q3 		$213K Buy
+5,001
New +$211K 0.01% 611
2023
Q4 		– Sell
-7,644
Closed -$218K – 624
2023
Q3 		$218K Buy
+7,644
New +$235K 0.02% 525
2020
Q1 		– Sell
-7,420
Closed -$418K – 269
2019
Q4 		$418K Buy
7,420
+238
+3% +$12.9K 0.14% 164
2019
Q3 		$383K Sell
7,182
-423
-6% -$21K 0.15% 163
2019
Q2 		$374K Buy
7,605
+585
+8% +$28.7K 0.14% 136
2019
Q1 		$327K Sell
7,020
-1,429
-17% -$69.7K 0.14% 164
2018
Q4 		$366K Buy
+8,449
New +$406K 0.18% 126

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thoroughbred Financial Services's TFC Position: Q1 2025 in Review

Thoroughbred Financial Services sold out of Truist Financial (TFC) in Q1 2025, closing a stake of 4,705 shares — an estimated $204K sold.

Thoroughbred Financial Services first reported a position in TFC in Q4 2018 and held it in 8 quarters. The position peaked at $418K in Q4 2019. 1,556 funds tracked by Wall St. Rank hold TFC as of Q1 2025.

  • Thoroughbred Financial Services reported no remaining Truist Financial position as of Q1 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 4,705 Truist Financial shares in Q1 2025, an estimated $204K.
  • Thoroughbred Financial Services first reported a position in Truist Financial in Q4 2018 and held it in 8 quarters.
  • Thoroughbred Financial Services's Truist Financial position peaked at $418K in Q4 2019.
  • 1,556 funds tracked by Wall St. Rank held Truist Financial as of Q1 2025.

Based on Thoroughbred Financial Services's 13F filing for Q1 2025, filed 9 May 2025.