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Bleakley Financial Group’s Truist Financial TFC Stock Holding History

Bleakley Financial Group’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 		$2.49M Sell
49,983
-6,716
-12% -$330K 0.03% 416
2026
Q1 		$2.61M Sell
56,699
-2,576
-4% -$127K 0.04% 338
2025
Q4 		$2.92M Buy
59,275
+7,246
+14% +$334K 0.05% 283
2025
Q3 		$2.38M Buy
52,029
+6,837
+15% +$308K 0.06% 268
2025
Q2 		$1.94M Buy
45,192
+6,834
+18% +$267K 0.05% 272
2025
Q1 		$1.58M Buy
38,358
+624
+2% +$27.8K 0.05% 274
2024
Q4 		$1.64M Buy
37,734
+988
+3% +$44.1K 0.05% 294
2024
Q3 		$1.57M Buy
36,746
+2,019
+6% +$85.3K 0.05% 298
2024
Q2 		$1.35M Buy
34,727
+825
+2% +$31.2K 0.04% 350
2024
Q1 		$1.32M Buy
33,902
+4,012
+13% +$147K 0.04% 377
2023
Q4 		$1.1M Buy
29,890
+1,731
+6% +$54.3K 0.04% 378
2023
Q3 		$806K Sell
28,159
-4,617
-14% -$142K 0.03% 421
2023
Q2 		$995K Buy
32,776
+3,510
+12% +$109K 0.03% 405
2023
Q1 		$998K Sell
29,266
-4,274
-13% -$187K 0.03% 385
2022
Q4 		$1.44M Buy
+33,540
New +$1.47M 0.05% 320

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bleakley Financial Group's TFC Position: Q2 2026 in Review

Bleakley Financial Group reduced its Truist Financial (TFC) stake by 12% in Q2 2026, selling an estimated $330K and leaving 49,983 shares worth $2.49M. The position accounts for 0.03% of the portfolio, ranked #416.

Bleakley Financial Group first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.92M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bleakley Financial Group held 49,983 shares of Truist Financial worth $2.49M as of Q2 2026.
  • Bleakley Financial Group sold 6,716 Truist Financial shares in Q2 2026, an estimated $330K.
  • Truist Financial made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #416 holding.
  • Bleakley Financial Group first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Truist Financial position peaked at $2.92M in Q4 2025.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.