Colonial River Investments’s Truist Financial TFC Stock Holding History

Colonial River Investments’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	$426K	Sell	8,548 -62	-0.7%	-$3.05K	0.12%	152
2026 Q1	$396K	Sell	8,610 -512	-6%	-$25.3K	0.14%	149
2025 Q4	$449K	Buy	9,122 +229	+3%	+$10.5K	0.16%	142
2025 Q3	$407K	Sell	8,893 -9	-0.1%	-$406	0.15%	148
2025 Q2	$405K	Buy	8,902 +357	+4%	+$14K	0.17%	131
2025 Q1	$352K	Buy	8,545 +98	+1%	+$4.37K	0.19%	115
2024 Q4	$366K	Sell	8,447 -54	-0.6%	-$2.41K	0.18%	121
2024 Q3	$364K	Buy	+8,501	New	+$359K	0.18%	129
2023 Q3	–	Sell	-10,376	Closed	-$315K	–	177
2023 Q2	$315K	Sell	10,376 -2,541	-20%	-$78.9K	0.21%	130
2023 Q1	$440K	Sell	12,917 -363	-3%	-$15.8K	0.26%	98
2022 Q4	$571K	Sell	13,280 -162	-1%	-$7.11K	0.36%	73
2022 Q3	$585K	Sell	13,442 -301	-2%	-$14.5K	0.41%	73
2022 Q2	$652K	Sell	13,743 -26	-0.2%	-$1.28K	0.43%	68
2022 Q1	$781K	Buy	13,769 +2,795	+25%	+$173K	0.45%	67
2021 Q4	$643K	Buy	+10,974	New	+$670K	0.35%	80
2021 Q3	–	Sell	-10,928	Closed	-$607K	–	170
2021 Q2	$607K	Sell	10,928 -59	-0.5%	-$3.47K	0.43%	62
2021 Q1	$641K	Sell	10,987 -472	-4%	-$25.9K	0.52%	58
2020 Q4	$611	Buy	+11,459	New	+$519K	0.28%	60

Other funds holding TFC

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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 Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Colonial River Investments's TFC Position: Q2 2026 in Review

Colonial River Investments reduced its Truist Financial (TFC) stake by 0.72% in Q2 2026, selling an estimated $3.05K and leaving 8,548 shares worth $426K. The position accounts for 0.12% of the portfolio, ranked #152.

Colonial River Investments first reported a position in TFC in Q4 2020 and has held it in 18 quarters since. The position peaked at $781K in Q1 2022. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Colonial River Investments held 8,548 shares of Truist Financial worth $426K as of Q2 2026.
Colonial River Investments sold 62 Truist Financial shares in Q2 2026, an estimated $3.05K.
Truist Financial made up 0.12% of Colonial River Investments's portfolio in Q2 2026, its #152 holding.
Colonial River Investments first reported a position in Truist Financial in Q4 2020 and has held it in 18 quarters since.
Colonial River Investments's Truist Financial position peaked at $781K in Q1 2022.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Colonial River Investments's 13F filing for Q2 2026, filed 24 Jul 2026.