BG
TFC icon

Bollard Group’s Truist Financial TFC Stock Holding History

Bollard 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
2025
Q4 		– Sell
-4,756
Closed -$217K – 298
2025
Q3 		$217K Buy
4,756
+52
+1% +$2.34K 0.01% 158
2025
Q2 		$202K Buy
4,704
+282
+6% +$11K ﹤0.01% 181
2025
Q1 		$182K Buy
4,422
+49
+1% +$2.18K ﹤0.01% 165
2024
Q4 		$190K Buy
4,373
+47
+1% +$2.1K 0.01% 161
2024
Q3 		$185K Buy
4,326
+50
+1% +$2.11K ﹤0.01% 177
2024
Q2 		$166K Buy
4,276
+59
+1% +$2.23K ﹤0.01% 174
2024
Q1 		$164K Buy
4,217
+61
+1% +$2.23K 0.01% 171
2023
Q4 		$153K Buy
4,156
+66
+2% +$2.07K 0.01% 169
2023
Q3 		$117K Sell
4,090
-127
-3% -$3.9K ﹤0.01% 178
2023
Q2 		$128K Buy
4,217
+264
+7% +$8.2K ﹤0.01% 181
2023
Q1 		$135K Buy
3,953
+44
+1% +$1.92K ﹤0.01% 179
2022
Q4 		$168K Buy
3,909
+45
+1% +$1.97K 0.01% 165
2022
Q3 		$168K Buy
3,864
+42
+1% +$2.02K 0.01% 170
2022
Q2 		$181K Buy
3,822
+37
+1% +$1.82K 0.01% 176
2022
Q1 		$215K Buy
3,785
+29
+0.8% +$1.79K 0.01% 231
2021
Q4 		$220K Buy
3,756
+30
+0.8% +$1.83K 0.01% 226
2021
Q3 		$219K Buy
3,726
+31
+0.8% +$1.73K 0.01% 223
2021
Q2 		$205K Buy
3,695
+27
+0.7% +$1.59K 0.01% 222
2021
Q1 		$214K Hold
3,668
– – 0.01% 215
2020
Q4 		$176K Hold
3,668
– – 0.01% 217
2020
Q3 		$140K Hold
3,668
– – 0.01% 225
2020
Q2 		$138K Buy
+3,668
New +$132K 0.01% 221

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bollard Group's TFC Position: Q4 2025 in Review

Bollard Group sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 4,756 shares — an estimated $217K sold.

Bollard Group first reported a position in TFC in Q2 2020 and held it in 22 quarters. The position peaked at $220K in Q4 2021. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Bollard Group reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Bollard Group sold 4,756 Truist Financial shares in Q4 2025, an estimated $217K.
  • Bollard Group first reported a position in Truist Financial in Q2 2020 and held it in 22 quarters.
  • Bollard Group's Truist Financial position peaked at $220K in Q4 2021.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Bollard Group's 13F filing for Q4 2025, filed 13 Feb 2026.