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Belleair Asset Management’s Truist Financial TFC Stock Holding History

Belleair 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
Q2 		$426K Hold
8,549
– – 0.36% 53
2026
Q1 		$393K Sell
8,549
-25
-0.3% -$1.24K 0.36% 54
2025
Q4 		$422K Buy
+8,574
New +$395K 0.4% 52

Other funds holding TFC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Belleair Asset Management's TFC Position: Q2 2026 in Review

Belleair Asset Management held its Truist Financial (TFC) position steady in Q2 2026 at 8,549 shares worth $426K. The position accounts for 0.36% of the portfolio, ranked #53.

Belleair Asset Management first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 967 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Belleair Asset Management held 8,549 shares of Truist Financial worth $426K as of Q2 2026.
  • Belleair Asset Management left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.36% of Belleair Asset Management's portfolio in Q2 2026, its #53 holding.
  • Belleair Asset Management first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 967 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.