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Boston Trust Walden’s Truist Financial TFC Stock Holding History

Boston Trust Walden’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 		$201K Buy
+4,044
New +$199K ﹤0.01% 393
2024
Q1 		– Sell
-7,645
Closed -$282K – 382
2023
Q4 		$282K Sell
7,645
-3,695
-33% -$116K ﹤0.01% 346
2023
Q3 		$324K Sell
11,340
-5,997
-35% -$184K ﹤0.01% 328
2023
Q2 		$526K Sell
17,337
-481
-3% -$14.9K ﹤0.01% 309
2023
Q1 		$608K Sell
17,818
-1,399
-7% -$61.1K 0.01% 302
2022
Q4 		$827K Sell
19,217
-95
-0.5% -$4.17K 0.01% 286
2022
Q3 		$841K Hold
19,312
– – 0.01% 279
2022
Q2 		$916K Buy
19,312
+33
+0.2% +$1.63K 0.01% 277
2022
Q1 		$1.09M Hold
19,279
– – 0.01% 275
2021
Q4 		$1.13M Sell
19,279
-1,164
-6% -$71.1K 0.01% 280
2021
Q3 		$1.2M Buy
20,443
+95
+0.5% +$5.31K 0.01% 272
2021
Q2 		$1.13M Hold
20,348
– – 0.01% 281
2021
Q1 		$1.19M Hold
20,348
– – 0.01% 273
2020
Q4 		$975K Sell
20,348
-2,270
-10% -$103K 0.01% 283
2020
Q3 		$861K Sell
22,618
-2,139
-9% -$80.6K 0.01% 290
2020
Q2 		$930K Sell
24,757
-3,097
-11% -$112K 0.01% 285
2020
Q1 		$859K Sell
27,854
-1,039,460
-97% -$49.2M 0.01% 280
2019
Q4 		$60.1M Buy
1,067,314
+151,676
+17% +$8.21M 0.7% 35
2019
Q3 		$48.9M Sell
915,638
-25,065
-3% -$1.24M 0.61% 46
2019
Q2 		$46.2M Buy
940,703
+14,736
+2% +$722K 0.6% 44
2019
Q1 		$43.1M Buy
925,967
+101,992
+12% +$4.98M 0.59% 45
2018
Q4 		$35.7M Buy
823,975
+3,940
+0.5% +$189K 0.57% 50
2018
Q3 		$39.8M Buy
820,035
+8,945
+1% +$459K 0.55% 54
2018
Q2 		$40.9M Buy
811,090
+7,650
+1% +$406K 0.6% 46
2018
Q1 		$41.8M Buy
803,440
+31,640
+4% +$1.7M 0.63% 42
2017
Q4 		$38.4M Buy
771,800
+158,940
+26% +$7.67M 0.56% 50
2017
Q3 		$28.8M Buy
612,860
+107,950
+21% +$4.96M 0.45% 67
2017
Q2 		$22.9M Buy
504,910
+37,305
+8% +$1.62M 0.37% 83
2017
Q1 		$20.9M Buy
467,605
+183,510
+65% +$8.57M 0.33% 111
2016
Q4 		$13.4M Buy
284,095
+115,845
+69% +$4.93M 0.21% 161
2016
Q3 		$6.35M Sell
168,250
-2,600
-2% -$96.8K 0.1% 203
2016
Q2 		$6.08M Sell
170,850
-13,775
-7% -$481K 0.1% 205
2016
Q1 		$6.14M Sell
184,625
-18,975
-9% -$630K 0.11% 207
2015
Q4 		$7.7M Sell
203,600
-7,100
-3% -$267K 0.14% 194
2015
Q3 		$7.5M Sell
210,700
-21,800
-9% -$841K 0.13% 207
2015
Q2 		$9.37M Sell
232,500
-285,400
-55% -$11.3M 0.14% 192
2015
Q1 		$20.2M Sell
517,900
-1,865
-0.4% -$70.3K 0.3% 143
2014
Q4 		$20.2M Sell
519,765
-56,190
-10% -$2.11M 0.3% 135
2014
Q3 		$21.4M Buy
575,955
+41,975
+8% +$1.58M 0.33% 135
2014
Q2 		$21.1M Buy
533,980
+135,725
+34% +$5.2M 0.31% 138
2014
Q1 		$16M Buy
398,255
+15,105
+4% +$578K 0.24% 156
2013
Q4 		$14.3M Sell
383,150
-211,180
-36% -$7.3M 0.21% 162
2013
Q3 		$20.1M Sell
594,330
-114,515
-16% -$4M 0.31% 140
2013
Q2 		$24M Buy
+708,845
New +$22.6M 0.39% 128

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Boston Trust Walden's TFC Position: Q2 2026 in Review

Boston Trust Walden opened a new position in Truist Financial (TFC) in Q2 2026: 4,044 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #393 among its holdings. This is a return to the name: Boston Trust Walden previously reported a position in TFC as recently as Q4 2023.

Boston Trust Walden first reported a position in TFC in Q2 2013 and has held it in 44 quarters since. The position peaked at $60.1M in Q4 2019. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Boston Trust Walden held 4,044 shares of Truist Financial worth $201K as of Q2 2026.
  • Truist Financial was a new Boston Trust Walden position in Q2 2026.
  • Truist Financial made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #393 holding.
  • Boston Trust Walden first reported a position in Truist Financial in Q2 2013 and has held it in 44 quarters since.
  • Boston Trust Walden's Truist Financial position peaked at $60.1M in Q4 2019.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.