AIM
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Achmea Investment Management’s Truist Financial TFC Stock Holding History

Achmea Investment 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
Q2 		$1.22M Buy
+24,527
New +$1.21M 0.03% 108
2024
Q2 		– Sell
-61,630
Closed -$2.4M – 433
2024
Q1 		$2.4M Hold
61,630
– – 0.05% 293
2023
Q4 		$2.28M Hold
61,630
– – 0.05% 309
2023
Q3 		$1.76M Sell
61,630
-4,674
-7% -$144K 0.04% 333
2023
Q2 		$2.01M Buy
66,304
+23,325
+54% +$724K 0.04% 338
2023
Q1 		$1.47M Hold
42,979
– – 0.04% 342
2022
Q4 		$1.73M Hold
42,979
– – 0.06% 306
2022
Q3 		$1.87M Hold
42,979
– – 0.07% 285
2022
Q2 		$2.04M Hold
42,979
– – 0.07% 283
2022
Q1 		$2.44M Buy
+42,979
New +$2.65M 0.06% 293
2021
Q4 		– Sell
-20,472
Closed -$1.2M – 571
2021
Q3 		$1.2M Buy
20,472
+2,330
+13% +$130K 0.04% 409
2021
Q2 		$1.01M Hold
18,142
– – 0.03% 411
2021
Q1 		$1.06M Hold
18,142
– – 0.04% 406
2020
Q4 		$870K Hold
18,142
– – 0.03% 409
2020
Q3 		$691K Sell
18,142
-22,350
-55% -$842K 0.03% 405
2020
Q2 		$1.52M Hold
40,492
– – 0.05% 205
2020
Q1 		$1.25M Buy
40,492
+10,837
+37% +$512K 0.06% 173
2019
Q4 		$1.67M Buy
29,655
+16,431
+124% +$890K 0.06% 284
2019
Q3 		$707K Buy
13,224
+9,624
+267% +$477K 0.03% 394
2019
Q2 		$176K Sell
3,600
-100,842
-97% -$4.94M 0.01% 503
2019
Q1 		$4.86M Sell
104,442
-1,314
-1% -$64.1K 0.2% 123
2018
Q4 		$4.58M Buy
105,756
+6,023
+6% +$289K 0.21% 113
2018
Q3 		$4.84M Hold
99,733
– – 0.18% 130
2018
Q2 		$5.03M Buy
99,733
+56,805
+132% +$3.02M 0.18% 153
2018
Q1 		$2.23M Buy
42,928
+34,828
+430% +$1.88M 0.08% 274
2017
Q4 		$401K Hold
8,100
– – 0.01% 467
2017
Q3 		$379K Buy
+8,100
New +$372K 0.02% 424
2017
Q2 		– Sell
-45,609
Closed -$2.04M – 537
2017
Q1 		$2.04M Buy
+45,609
New +$2.13M 0.1% 273

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Achmea Investment Management's TFC Position: Q2 2026 in Review

Achmea Investment Management opened a new position in Truist Financial (TFC) in Q2 2026: 24,527 shares worth $1.22M. The stake represents 0.03% of the portfolio and ranks #108 among its holdings. This is a return to the name: Achmea Investment Management previously reported a position in TFC as recently as Q1 2024.

Achmea Investment Management first reported a position in TFC in Q1 2017 and has held it in 28 quarters since. The position peaked at $5.03M in Q2 2018. 398 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Achmea Investment Management held 24,527 shares of Truist Financial worth $1.22M as of Q2 2026.
  • Truist Financial was a new Achmea Investment Management position in Q2 2026.
  • Truist Financial made up 0.03% of Achmea Investment Management's portfolio in Q2 2026, its #108 holding.
  • Achmea Investment Management first reported a position in Truist Financial in Q1 2017 and has held it in 28 quarters since.
  • Achmea Investment Management's Truist Financial position peaked at $5.03M in Q2 2018.
  • 398 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Achmea Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.