Todd Asset Management’s Truist Financial TFC Stock Holding History

Todd Asset Management’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	$895K	Buy	19,459 +57	+0.3%	+$2.82K	0.02%	148
2025 Q4	$955K	Buy	19,402 +416	+2%	+$19.2K	0.02%	149
2025 Q3	$868K	Hold	18,986	–	–	0.02%	151
2025 Q2	$816K	Hold	18,986	–	–	0.02%	146
2025 Q1	$781K	Buy	18,986 +59	+0.3%	+$2.63K	0.02%	147
2024 Q4	$821K	Hold	18,927	–	–	0.02%	144
2024 Q3	$810K	Hold	18,927	–	–	0.02%	148
2024 Q2	$735K	Buy	18,927 +67	+0.4%	+$2.53K	0.02%	182
2024 Q1	$735K	Buy	+18,860	New	+$690K	0.02%	187
2020 Q3	–	Sell	-12,766	Closed	-$479K	–	219
2020 Q2	$479K	Buy	+12,766	New	+$460K	0.02%	186
2020 Q1	–	Sell	-533,146	Closed	-$30M	–	225
2019 Q4	$30M	Buy	+533,146	New	+$28.9M	0.74%	47
2019 Q2	–	Sell	-176,777	Closed	-$8.22M	–	238
2019 Q1	$8.22M	Sell	176,777 -451,568	-72%	-$22M	0.23%	144
2018 Q4	$27.2M	Buy	628,345 +33,700	+6%	+$1.62M	0.87%	34
2018 Q3	$28.9M	Buy	+594,645	New	+$30.5M	0.79%	37

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

Todd Asset Management's TFC Position: Q1 2026 in Review

Todd Asset Management increased its Truist Financial (TFC) stake by 0.29% in Q1 2026, buying an estimated $2.82K and bringing the position to 19,459 shares worth $895K. The position accounts for 0.02% of the portfolio, ranked #148.

Todd Asset Management first reported a position in TFC in Q3 2018 and has held it in 14 quarters since. The position peaked at $30M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Todd Asset Management held 19,459 shares of Truist Financial worth $895K as of Q1 2026.
Todd Asset Management bought 57 Truist Financial shares in Q1 2026, an estimated $2.82K.
Truist Financial made up 0.02% of Todd Asset Management's portfolio in Q1 2026, its #148 holding.
Todd Asset Management first reported a position in Truist Financial in Q3 2018 and has held it in 14 quarters since.
Todd Asset Management's Truist Financial position peaked at $30M in Q4 2019.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Todd Asset Management's 13F filing for Q1 2026, filed 12 May 2026.