Blueshift Asset Management’s Truist Financial TFC Stock Holding History

Blueshift 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	$226K	Buy	+4,537	New	+$223K	0.05%	467
2026 Q1	–	Sell	-4,321	Closed	-$213K	–	650
2025 Q4	$213K	Buy	+4,321	New	+$199K	0.06%	403
2023 Q3	–	Sell	-11,890	Closed	-$361K	–	422
2023 Q2	$361K	Buy	+11,890	New	+$369K	0.14%	183
2023 Q1	–	Sell	-5,367	Closed	-$231K	–	452
2022 Q4	$231K	Buy	5,367 +412	+8%	+$18.1K	0.11%	274
2022 Q3	$216K	Sell	4,955 -2,524	-34%	-$121K	0.05%	493
2022 Q2	$355K	Sell	7,479 -124,235	-94%	-$6.13M	0.06%	401
2022 Q1	$7.47M	Buy	131,714 +126,933	+2,655%	+$7.84M	0.68%	16
2021 Q4	$280K	Sell	4,781 -61,528	-93%	-$3.76M	0.02%	653
2021 Q3	$3.89M	Buy	+66,309	New	+$3.71M	0.22%	117
2021 Q2	–	Sell	-69,940	Closed	-$4.08M	–	1167
2021 Q1	$4.08M	Buy	+69,940	New	+$3.83M	0.42%	50
2020 Q1	–	Sell	-34,990	Closed	-$1.97M	–	653
2019 Q4	$1.97M	Buy	+34,990	New	+$1.89M	0.22%	124
2019 Q3	–	Sell	-64,879	Closed	-$3.19M	–	955
2019 Q2	$3.19M	Buy	+64,879	New	+$3.18M	0.42%	33
2019 Q1	–	Sell	-23,981	Closed	-$1.04M	–	918
2018 Q4	$1.04M	Buy	+23,981	New	+$1.15M	0.19%	156

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

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

Blueshift Asset Management opened a new position in Truist Financial (TFC) in Q2 2026: 4,537 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #467 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in TFC as recently as Q4 2025.

Blueshift Asset Management first reported a position in TFC in Q4 2018 and has held it in 13 quarters since. The position peaked at $7.47M in Q1 2022. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Blueshift Asset Management held 4,537 shares of Truist Financial worth $226K as of Q2 2026.
Truist Financial was a new Blueshift Asset Management position in Q2 2026.
Truist Financial made up 0.05% of Blueshift Asset Management's portfolio in Q2 2026, its #467 holding.
Blueshift Asset Management first reported a position in Truist Financial in Q4 2018 and has held it in 13 quarters since.
Blueshift Asset Management's Truist Financial position peaked at $7.47M in Q1 2022.
1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.