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Weiss Asset Management’s Truist Financial TFC Stock Holding History

Weiss 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 		– Sell
-84,965
Closed -$4.18M – 784
2025
Q4 		$4.18M Buy
84,965
+66,355
+357% +$3.06M 0.06% 215
2025
Q3 		$851K Buy
+18,610
New +$839K 0.01% 374
2025
Q1 		– Sell
-41,557
Closed -$1.8M – 653
2024
Q4 		$1.8M Buy
+41,557
New +$1.85M 0.03% 311
2016
Q2 		– Sell
-94,152
Closed -$3.13M – 82
2016
Q1 		$3.13M Buy
+94,152
New +$3.13M 0.78% 30

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

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

Weiss Asset Management sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 84,965 shares — an estimated $4.18M sold.

Weiss Asset Management first reported a position in TFC in Q1 2016 and held it in 4 quarters. The position peaked at $4.18M in Q4 2025. 1,648 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Weiss Asset Management reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 84,965 Truist Financial shares in Q1 2026, an estimated $4.18M.
  • Weiss Asset Management first reported a position in Truist Financial in Q1 2016 and held it in 4 quarters.
  • Weiss Asset Management's Truist Financial position peaked at $4.18M in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

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