What smart money is saying about Truist Financial
TFC
No fund has written a full thesis on Truist Financial in our archive, but 2 fund letters report a position in it — most recently Tributary Capital Management Large Cap Core Equity Strategy in June 2026.
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2
Reported positions
1
Bought
1
Sold
2
Letters
Position history
Between Q4 2024 and Q2 2026, 2 fund letters reported a position in Truist Financial — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q4 2024 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 2 moves
- June 2026
“Fluor is an engineering and construction firm with exposure to life sciences, mining & metals, energy and other infrastructure projects. Quality of the backlog is improving with higher margin projects and a higher percentage of reimbursable projects. Fluor has also seen their prospect pipeline increase by 50% in the past 12 months. Truist Financial is a super-regional bank with $549B in assets.”
Truist Financial - December 2024
“We eliminated the following position(s) during the period: • Altria • eBay • Goldman Sachs • Salesforce • Truist Financial • Walt Disney”
Truist Financial
Read the letters behind these Truist Financial positions
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