Jefferies Group's TFC Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 94,545 shares of Truist Financial Corporation (TFC) worth $4.32 M, representing 0.02% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in TFC, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 184,627 shares. Largest reduction occurred in Q3 2025, reducing 110,082 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Truist Financial Corporation (TFC) Holding Value Over Time
Track share changes against reported price movement
Quarterly Truist Financial Corporation (TFC) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2023 | +43,042 | New Buy | 43,042 | $34.10 |
| Q2 2023 | -35,800 | Reduce 83.17% | 7,242 | $30.35 |
| Q3 2023 | -7,242 | Sold Out | 7,242 | $0.00 |
| Q4 2023 | +25,000 | New Buy | 25,000 | $36.92 |
| Q1 2024 | -25,000 | Sold Out | 25,000 | $0.00 |
| Q2 2024 | +25,000 | New Buy | 25,000 | $38.85 |
| Q3 2024 | -25,000 | Sold Out | 25,000 | $0.00 |
| Q4 2024 | +20,000 | New Buy | 20,000 | $43.38 |
| Q1 2025 | -20,000 | Sold Out | 20,000 | $0.00 |
| Q2 2025 | +204,627 | New Buy | 204,627 | $42.99 |
| Q3 2025 | -110,082 | Reduce 53.80% | 94,545 | $45.72 |
Jefferies Group's Truist Financial Corporation Investment FAQs
Jefferies Group first purchased Truist Financial Corporation (TFC) in Q1 2023, acquiring 43,042 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Truist Financial Corporation (TFC) for 11 quarters since Q1 2023.
Jefferies Group's largest addition to Truist Financial Corporation (TFC) was in Q2 2025, adding 204,627 shares worth $8.8 M.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 94,545 shares of Truist Financial Corporation (TFC), valued at approximately $4.32 M.
As of the Q3 2025 filing, Truist Financial Corporation (TFC) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Truist Financial Corporation (TFC) was 204,627 shares, as reported at the end of Q2 2025.