Bridges Investment Management’s Truist Financial TFC Stock Holding History

Bridges Investment 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	$1.23M	Sell	24,733 -31	-0.1%	-$1.52K	0.02%	244
2026 Q1	$1.14M	Hold	24,764	–	–	0.02%	232
2025 Q4	$1.22M	Buy	24,764 +53	+0.2%	+$2.44K	0.02%	223
2025 Q3	$1.13M	Hold	24,711	–	–	0.01%	232
2025 Q2	$1.06M	Buy	24,711 +30	+0.1%	+$1.17K	0.01%	235
2025 Q1	$1.02M	Hold	24,681	–	–	0.01%	233
2024 Q4	$1.07M	Sell	24,681 -94	-0.4%	-$4.2K	0.02%	195
2024 Q3	$1.06M	Buy	24,775 +125	+0.5%	+$5.28K	0.01%	198
2024 Q2	$958K	Hold	24,650	–	–	0.01%	194
2024 Q1	$961K	Hold	24,650	–	–	0.03%	141
2023 Q4	$910K	Buy	+24,650	New	+$774K	0.03%	142
2018 Q3	–	Sell	-4,080	Closed	-$206K	–	274
2018 Q2	$206K	Buy	4,080 +165	+4%	+$8.77K	0.01%	254
2018 Q1	$204K	Buy	+3,915	New	+$211K	0.01%	247

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Bridges Investment Management's TFC Position: Q2 2026 in Review

Bridges Investment Management reduced its Truist Financial (TFC) stake by 0.13% in Q2 2026, selling an estimated $1.52K and leaving 24,733 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #244.

Bridges Investment Management first reported a position in TFC in Q1 2018 and has held it in 13 quarters since. 1,116 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Bridges Investment Management held 24,733 shares of Truist Financial worth $1.23M as of Q2 2026.
Bridges Investment Management sold 31 Truist Financial shares in Q2 2026, an estimated $1.52K.
Truist Financial made up 0.02% of Bridges Investment Management's portfolio in Q2 2026, its #244 holding.
Bridges Investment Management first reported a position in Truist Financial in Q1 2018 and has held it in 13 quarters since.
1,116 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.