Alerus Financial’s Truist Financial TFC Stock Holding History

Alerus Financial’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	$6.65M	Sell	133,410 -18,887	-12%	-$929K	0.29%	48
2026 Q1	$7M	Sell	152,297 -20,278	-12%	-$1M	0.35%	44
2025 Q4	$8.49M	Buy	172,575 +8,147	+5%	+$375K	0.42%	39
2025 Q3	$7.52M	Buy	164,428 +10,579	+7%	+$477K	0.38%	43
2025 Q2	$6.61M	Buy	153,849 +10,955	+8%	+$429K	0.48%	46
2025 Q1	$6.55M	Buy	+142,894	New	+$6.37M	0.52%	47
2020 Q3	–	Sell	-30,198	Closed	-$1.13M	–	171
2020 Q2	$1.13M	Buy	+30,198	New	+$1.09M	0.13%	111

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Alerus Financial's TFC Position: Q2 2026 in Review

Alerus Financial reduced its Truist Financial (TFC) stake by 12% in Q2 2026, selling an estimated $929K and leaving 133,410 shares worth $6.65M. The position accounts for 0.29% of the portfolio, ranked #48.

Alerus Financial first reported a position in TFC in Q2 2020 and has held it in 7 quarters since. The position peaked at $8.49M in Q4 2025. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Alerus Financial held 133,410 shares of Truist Financial worth $6.65M as of Q2 2026.
Alerus Financial sold 18,887 Truist Financial shares in Q2 2026, an estimated $929K.
Truist Financial made up 0.29% of Alerus Financial's portfolio in Q2 2026, its #48 holding.
Alerus Financial first reported a position in Truist Financial in Q2 2020 and has held it in 7 quarters since.
Alerus Financial's Truist Financial position peaked at $8.49M in Q4 2025.
1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.