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Dean Investment Associates’s Truist Financial TFC Stock Holding History

Dean Investment Associates’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 		$3.16M Sell
63,489
-4,551
-7% -$224K 0.42% 122
2026
Q1 		$3.13M Sell
68,040
-4,121
-6% -$204K 0.44% 120
2025
Q4 		$3.55M Sell
72,161
-3,283
-4% -$151K 0.51% 99
2025
Q3 		$3.45M Buy
+75,444
New +$3.4M 0.48% 100
2023
Q2 		– Sell
-25,588
Closed -$873K – 216
2023
Q1 		$873K Buy
25,588
+3,383
+15% +$148K 0.14% 184
2022
Q4 		$955K Sell
22,205
-4,937
-18% -$217K 0.16% 184
2022
Q3 		$1.18M Buy
27,142
+87
+0.3% +$4.19K 0.24% 159
2022
Q2 		$1.28M Sell
27,055
-1,583
-6% -$78.1K 0.25% 163
2022
Q1 		$1.62M Sell
28,638
-711
-2% -$43.9K 0.29% 140
2021
Q4 		$1.72M Sell
29,349
-710
-2% -$43.4K 0.3% 128
2021
Q3 		$1.76M Sell
30,059
-1,762
-6% -$98.5K 0.33% 118
2021
Q2 		$1.77M Sell
31,821
-540
-2% -$31.7K 0.33% 125
2021
Q1 		$1.89M Sell
32,361
-1,119
-3% -$61.3K 0.36% 120
2020
Q4 		$1.6M Sell
33,480
-2,352
-7% -$106K 0.33% 128
2020
Q3 		$1.36M Sell
35,832
-1,346
-4% -$50.7K 0.33% 116
2020
Q2 		$1.4M Sell
37,178
-1,152
-3% -$41.5K 0.33% 127
2020
Q1 		$1.18M Sell
38,330
-3,931
-9% -$186K 0.25% 148
2019
Q4 		$2.38M Sell
42,261
-33,820
-44% -$1.83M 0.37% 124
2019
Q3 		$4.06M Sell
76,081
-813
-1% -$40.3K 0.6% 68
2019
Q2 		$3.78M Sell
76,894
-919
-1% -$45K 0.54% 86
2019
Q1 		$3.62M Buy
77,813
+6,642
+9% +$324K 0.53% 88
2018
Q4 		$3.08M Sell
71,171
-7,453
-9% -$358K 0.49% 94
2018
Q3 		$3.82M Buy
78,624
+4,018
+5% +$206K 0.53% 88
2018
Q2 		$3.76M Sell
74,606
-1,681
-2% -$89.3K 0.56% 84
2018
Q1 		$3.97M Buy
76,287
+12,023
+19% +$648K 0.59% 80
2017
Q4 		$3.19M Buy
64,264
+201
+0.3% +$9.7K 0.49% 95
2017
Q3 		$3.01M Buy
+64,063
New +$2.94M 0.46% 107

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

Dean Investment Associates's TFC Position: Q2 2026 in Review

Dean Investment Associates reduced its Truist Financial (TFC) stake by 6.7% in Q2 2026, selling an estimated $224K and leaving 63,489 shares worth $3.16M. The position accounts for 0.42% of the portfolio, ranked #122.

Dean Investment Associates first reported a position in TFC in Q3 2017 and has held it in 27 quarters since. The position peaked at $4.06M in Q3 2019. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Dean Investment Associates held 63,489 shares of Truist Financial worth $3.16M as of Q2 2026.
  • Dean Investment Associates sold 4,551 Truist Financial shares in Q2 2026, an estimated $224K.
  • Truist Financial made up 0.42% of Dean Investment Associates's portfolio in Q2 2026, its #122 holding.
  • Dean Investment Associates first reported a position in Truist Financial in Q3 2017 and has held it in 27 quarters since.
  • Dean Investment Associates's Truist Financial position peaked at $4.06M in Q3 2019.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Dean Investment Associates's 13F filing for Q2 2026, filed 14 Aug 2026.