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Coerente Capital Management’s Truist Financial TFC Stock Holding History

Coerente 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 		$17.4M Buy
348,674
+10,088
+3% +$496K 3.2% 16
2026
Q1 		$15.6M Buy
338,586
+8,719
+3% +$431K 2.9% 19
2025
Q4 		$16.2M Sell
329,867
-894
-0.3% -$41.2K 2.96% 16
2025
Q3 		$15.1M Buy
330,761
+4,117
+1% +$186K 2.69% 18
2025
Q2 		$14M Buy
326,644
+17,910
+6% +$701K 2.58% 19
2025
Q1 		$12.7M Buy
308,734
+8,065
+3% +$359K 2.48% 19
2024
Q4 		$13M Buy
300,669
+930
+0.3% +$41.5K 2.43% 20
2024
Q3 		$12.8M Buy
299,739
+1,812
+0.6% +$76.5K 2.39% 19
2024
Q2 		$11.6M Buy
297,927
+1,770
+0.6% +$66.9K 2.26% 21
2024
Q1 		$11.5M Sell
296,157
-6,535
-2% -$239K 2.18% 21
2023
Q4 		$11.2M Sell
302,692
-62,921
-17% -$1.98M 2.29% 21
2023
Q3 		$10.5M Sell
365,613
-37,920
-9% -$1.17M 2.33% 20
2023
Q2 		$12.2M Buy
403,533
+685
+0.2% +$21.3K 2.63% 19
2023
Q1 		$13.7M Buy
402,848
+3,611
+0.9% +$158K 3.09% 16
2022
Q4 		$17.2M Sell
399,237
-5,015
-1% -$220K 3.79% 14
2022
Q3 		$17.6M Buy
404,252
+4,019
+1% +$193K 4.23% 12
2022
Q2 		$19M Buy
400,233
+21,052
+6% +$1.04M 4.24% 12
2022
Q1 		$21.5M Buy
379,181
+12,495
+3% +$772K 4.29% 10
2021
Q4 		$21.5M Buy
366,686
+1,882
+0.5% +$115K 4.06% 12
2021
Q3 		$21.4M Buy
364,804
+16,760
+5% +$937K 4.43% 9
2021
Q2 		$19.3M Buy
348,044
+2,160
+0.6% +$127K 4% 15
2021
Q1 		$20.2M Buy
+345,884
New +$19M 4.41% 10

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

Coerente Capital Management's TFC Position: Q2 2026 in Review

Coerente Capital Management increased its Truist Financial (TFC) stake by 3% in Q2 2026, buying an estimated $496K and bringing the position to 348,674 shares worth $17.4M. The position accounts for 3.2% of the portfolio, ranked #16.

Coerente Capital Management first reported a position in TFC in Q1 2021 and has held it in 22 quarters since. The position peaked at $21.5M in Q1 2022. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Coerente Capital Management held 348,674 shares of Truist Financial worth $17.4M as of Q2 2026.
  • Coerente Capital Management bought 10,088 Truist Financial shares in Q2 2026, an estimated $496K.
  • Truist Financial made up 3.2% of Coerente Capital Management's portfolio in Q2 2026, its #16 holding.
  • Coerente Capital Management first reported a position in Truist Financial in Q1 2021 and has held it in 22 quarters since.
  • Coerente Capital Management's Truist Financial position peaked at $21.5M in Q1 2022.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Coerente Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.