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Bryn Mawr Capital Management’s Truist Financial TFC Stock Holding History

Bryn Mawr Capital 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 		$12M Buy
241,518
+1,568
+0.7% +$77.1K 0.52% 49
2026
Q1 		$11M Sell
239,950
-86
-0% -$4.25K 0.54% 52
2025
Q4 		$11.8M Sell
240,036
-13,328
-5% -$614K 0.57% 51
2025
Q3 		$11.6M Buy
253,364
+927
+0.4% +$41.8K 0.57% 48
2025
Q2 		$10.9M Buy
252,437
+8,650
+4% +$338K 0.59% 44
2025
Q1 		$10M Buy
243,787
+14,342
+6% +$639K 0.6% 45
2024
Q4 		$9.95M Sell
229,445
-857
-0.4% -$38.2K 0.54% 44
2024
Q3 		$9.85M Sell
230,302
-7,541
-3% -$318K 0.53% 51
2024
Q2 		$9.24M Buy
237,843
+6,019
+3% +$227K 0.51% 51
2024
Q1 		$9.04M Buy
231,824
+3,546
+2% +$130K 0.51% 52
2023
Q4 		$8.43M Sell
228,278
-16,376
-7% -$514K 0.53% 48
2023
Q3 		$7M Buy
244,654
+26,429
+12% +$813K 0.46% 57
2023
Q2 		$6.62M Buy
218,225
+132,250
+154% +$4.11M 0.62% 44
2023
Q1 		$2.93M Buy
85,975
+6,038
+8% +$264K 0.31% 81
2022
Q4 		$3.44M Buy
+79,937
New +$3.51M 0.37% 66
2020
Q1 		– Sell
-5,575
Closed -$314K – 91
2019
Q4 		$314K Sell
5,575
-21
-0.4% -$1.14K 0.23% 64
2019
Q3 		$299K Hold
5,596
– – 0.25% 60
2019
Q2 		$275K Hold
5,596
– – 0.23% 68
2019
Q1 		$260K Sell
5,596
-140
-2% -$6.83K 0.23% 67
2018
Q4 		$248K Hold
5,736
– – 0.23% 62
2018
Q3 		$278K Hold
5,736
– – 0.23% 63
2018
Q2 		$289K Buy
5,736
+140
+3% +$7.44K 0.25% 58
2018
Q1 		$291K Hold
5,596
– – 0.26% 58
2017
Q4 		$263K Hold
5,596
– – 0.35% 47
2017
Q3 		$263K Hold
5,596
– – 0.27% 56
2017
Q2 		$254K Hold
5,596
– – 0.29% 52
2017
Q1 		$250K Buy
+5,596
New +$261K 0.26% 63

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

Bryn Mawr Capital Management's TFC Position: Q2 2026 in Review

Bryn Mawr Capital Management increased its Truist Financial (TFC) stake by 0.65% in Q2 2026, buying an estimated $77.1K and bringing the position to 241,518 shares worth $12M. The position accounts for 0.52% of the portfolio, ranked #49.

Bryn Mawr Capital Management first reported a position in TFC in Q1 2017 and has held it in 27 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Bryn Mawr Capital Management held 241,518 shares of Truist Financial worth $12M as of Q2 2026.
  • Bryn Mawr Capital Management bought 1,568 Truist Financial shares in Q2 2026, an estimated $77.1K.
  • Truist Financial made up 0.52% of Bryn Mawr Capital Management's portfolio in Q2 2026, its #49 holding.
  • Bryn Mawr Capital Management first reported a position in Truist Financial in Q1 2017 and has held it in 27 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Bryn Mawr Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.