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Versor Investments’s Truist Financial TFC Stock Holding History

Versor Investments’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 		– Sell
-8,808
Closed -$433K – 520
2025
Q4 		$433K Sell
8,808
-16,200
-65% -$746K 0.07% 373
2025
Q3 		$1.14M Buy
25,008
+9,800
+64% +$442K 0.21% 82
2025
Q2 		$654K Buy
+15,208
New +$595K 0.12% 297
2024
Q3 		– Sell
-15,300
Closed -$594K – 976
2024
Q2 		$594K Buy
15,300
+900
+6% +$34K 0.11% 301
2024
Q1 		$561K Buy
+14,400
New +$527K 0.11% 297
2023
Q4 		– Sell
-60,700
Closed -$1.74M – 858
2023
Q3 		$1.74M Buy
+60,700
New +$1.87M 0.35% 40
2023
Q2 		– Sell
-24,590
Closed -$839K – 831
2023
Q1 		$839K Sell
24,590
-16,655
-40% -$727K 0.11% 164
2022
Q4 		$1.77M Buy
41,245
+14,750
+56% +$647K 0.15% 54
2022
Q3 		$1.15M Buy
26,495
+18,134
+217% +$873K 0.07% 185
2022
Q2 		$397K Buy
+8,361
New +$412K 0.02% 556
2021
Q4 		– Sell
-7,300
Closed -$428K – 654
2021
Q3 		$428K Buy
+7,300
New +$408K 0.01% 297
2019
Q1 		– Sell
-12,783
Closed -$554K – 330
2018
Q4 		$554K Sell
12,783
-3,400
-21% -$163K 0.13% 145
2018
Q3 		$786K Sell
16,183
-31,700
-66% -$1.63M 0.29% 108
2018
Q2 		$2.42M Buy
47,883
+12,100
+34% +$643K 0.82% 35
2018
Q1 		$1.86M Sell
35,783
-4,200
-11% -$226K 0.63% 48
2017
Q4 		$1.99M Buy
+39,983
New +$1.93M 0.58% 51

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Versor Investments's TFC Position: Q1 2026 in Review

Versor Investments sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 8,808 shares — an estimated $433K sold.

Versor Investments first reported a position in TFC in Q4 2017 and held it in 16 quarters. The position peaked at $2.42M in Q2 2018. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Versor Investments reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Versor Investments sold 8,808 Truist Financial shares in Q1 2026, an estimated $433K.
  • Versor Investments first reported a position in Truist Financial in Q4 2017 and held it in 16 quarters.
  • Versor Investments's Truist Financial position peaked at $2.42M in Q2 2018.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.