Verition Fund Management’s Truist Financial TFC Stock Holding History

Verition Fund 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	$2.23M	Buy	48,600 +36,800	+312%	+$1.82M	0.01%	961
2025 Q4	$581K	Sell	11,800 -130,900	-92%	-$6.03M	﹤0.01%	2551
2025 Q3	$6.52M	Buy	142,700 +69,000	+94%	+$3.11M	0.03%	874
2025 Q2	$3.17M	Buy	73,700 +34,500	+88%	+$1.35M	0.01%	1545
2025 Q1	$1.61M	Buy	+39,200	New	+$1.75M	0.01%	1732
2024 Q4	–	Sell	-10,000	Closed	-$428K	–	3522
2024 Q3	$428K	Hold	10,000	–	–	﹤0.01%	2417
2024 Q2	$389K	Buy	+10,000	New	+$378K	﹤0.01%	2198
2022 Q2	–	Sell	-5,100	Closed	-$289K	–	3020
2022 Q1	$289K	Hold	5,100	–	–	﹤0.01%	2170
2021 Q4	$299K	Buy	+5,100	New	+$312K	﹤0.01%	1991
2021 Q3	–	Sell	-44,500	Closed	-$2.47M	–	2302
2021 Q2	$2.47M	Buy	+44,500	New	+$2.61M	0.02%	445
2019 Q2	–	Sell	-6,000	Closed	-$279K	–	1369
2019 Q1	$279K	Buy	+6,000	New	+$293K	0.01%	871

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

Verition Fund Management's TFC Position: Q1 2026 in Review

Verition Fund Management reduced its Truist Financial (TFC) stake by 46% in Q1 2026, selling an estimated $17M and leaving 412,448 shares worth $19M. The position accounts for 0.12% of the portfolio, ranked #158.

Verition Fund Management first reported a position in TFC in Q2 2013 and has held it in 32 quarters since. The position peaked at $81.5M in Q2 2024. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Verition Fund Management held 412,448 shares of Truist Financial worth $19M as of Q1 2026.
Verition Fund Management sold 344,468 Truist Financial shares in Q1 2026, an estimated $17M.
Truist Financial made up 0.12% of Verition Fund Management's portfolio in Q1 2026, its #158 holding.
Verition Fund Management first reported a position in Truist Financial in Q2 2013 and has held it in 32 quarters since.
Verition Fund Management's Truist Financial position peaked at $81.5M in Q2 2024.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Verition Fund Management's 13F filing for Q1 2026, filed 15 May 2026.