Tortoise Investment Management’s Truist Financial TFC Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-65	Closed	-$2.97K	–	1310
2025 Q3	$2.97K	Sell	65 -1	-2%	-$45	﹤0.01%	796
2025 Q2	$2.84K	Buy	+66	New	+$2.58K	﹤0.01%	730
2023 Q1	–	Sell	-112	Closed	-$4.82K	–	792
2022 Q4	$4.82K	Sell	112 -40	-26%	-$1.75K	﹤0.01%	616
2022 Q3	$7K	Sell	152 -7	-4%	-$337	﹤0.01%	578
2022 Q2	$8K	Buy	+159	New	+$7.84K	﹤0.01%	552
2020 Q1	–	Sell	-76	Closed	-$4K	–	605
2019 Q4	$4K	Buy	+76	New	+$4.12K	﹤0.01%	500
2015 Q1	–	Sell	-2,000	Closed	-$78K	–	474
2014 Q4	$78K	Hold	2,000	–	–	0.03%	179
2014 Q3	$74K	Hold	2,000	–	–	0.03%	177
2014 Q2	$79K	Hold	2,000	–	–	0.03%	175
2014 Q1	$80K	Hold	2,000	–	–	0.04%	157
2013 Q4	$75K	Hold	2,000	–	–	0.04%	156
2013 Q3	$68K	Hold	2,000	–	–	0.04%	132
2013 Q2	$68K	Buy	+2,000	New	+$63.8K	0.04%	125

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

Tortoise Investment Management's TFC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 65 shares — an estimated $2.97K sold.

Tortoise Investment Management first reported a position in TFC in Q2 2013 and held it in 13 quarters. The position peaked at $80K in Q1 2014. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

Tortoise Investment Management reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 65 Truist Financial shares in Q4 2025, an estimated $2.97K.
Tortoise Investment Management first reported a position in Truist Financial in Q2 2013 and held it in 13 quarters.
Tortoise Investment Management's Truist Financial position peaked at $80K in Q1 2014.
1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.