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Bridgewater Advisors’s Truist Financial TFC Stock Holding History

Bridgewater Advisors’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 		$322K Sell
7,885
-352
-4% -$17.3K 0.02% 363
2026
Q1 		$269K Sell
8,237
-80
-1% -$3.95K 0.02% 385
2025
Q4 		$283K Buy
8,317
+354
+4% +$16.3K 0.02% 366
2025
Q3 		$262K Buy
7,963
+686
+9% +$30.9K 0.02% 378
2025
Q2 		$296K Buy
7,277
+477
+7% +$18.7K 0.02% 337
2025
Q1 		$264K Buy
+6,800
New +$303K 0.02% 338

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bridgewater Advisors's TFC Position: Q2 2026 in Review

Bridgewater Advisors reduced its Truist Financial (TFC) stake by 4.3% in Q2 2026, selling an estimated $17.3K and leaving 7,885 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #363.

Bridgewater Advisors first reported a position in TFC in Q1 2025 and has held it in 6 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bridgewater Advisors held 7,885 shares of Truist Financial worth $322K as of Q2 2026.
  • Bridgewater Advisors sold 352 Truist Financial shares in Q2 2026, an estimated $17.3K.
  • Truist Financial made up 0.02% of Bridgewater Advisors's portfolio in Q2 2026, its #363 holding.
  • Bridgewater Advisors first reported a position in Truist Financial in Q1 2025 and has held it in 6 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bridgewater Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.