EOJOAM
TFC icon

E. Ohman J:or Asset Management’s Truist Financial TFC Stock Holding History

E. Ohman J:or Asset 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 		$1.73M Buy
34,671
+3,690
+12% +$182K 0.04% 224
2026
Q1 		$1.42M Hold
30,981
– – 0.04% 229
2025
Q4 		$1.52M Sell
30,981
-19,903
-39% -$917K 0.04% 226
2025
Q3 		$2.33M Hold
50,884
– – 0.05% 164
2025
Q2 		$2.19M Sell
50,884
-10,096
-17% -$395K 0.05% 167
2025
Q1 		$2.51M Hold
60,980
– – 0.07% 144
2024
Q4 		$2.65M Buy
60,980
+8,200
+16% +$366K 0.06% 136
2024
Q3 		$2.26M Sell
52,780
-6,020
-10% -$254K 0.06% 148
2024
Q2 		$2.28M Buy
58,800
+3,100
+6% +$117K 0.06% 143
2024
Q1 		$2.17M Buy
55,700
+34,200
+159% +$1.25M 0.06% 147
2023
Q4 		$794K Hold
21,500
– – 0.03% 259
2023
Q3 		$615K Hold
21,500
– – 0.02% 320
2023
Q2 		$653K Sell
21,500
-35,600
-62% -$1.11M 0.02% 319
2023
Q1 		$1.95M Hold
57,100
– – 0.08% 152
2022
Q4 		$2.46M Sell
57,100
-2,000
-3% -$87.7K 0.11% 119
2022
Q3 		$2.57M Hold
59,100
– – 0.12% 110
2022
Q2 		$2.8M Sell
59,100
-200
-0.3% -$9.86K 0.12% 106
2022
Q1 		$3.36M Sell
59,300
-3,800
-6% -$235K 0.11% 107
2021
Q4 		$3.69M Buy
63,100
+3,600
+6% +$220K 0.11% 115
2021
Q3 		$3.49M Buy
59,500
+2,500
+4% +$140K 0.11% 109
2021
Q2 		$3.16M Buy
57,000
+1,500
+3% +$88.1K 0.1% 125
2021
Q1 		$3.24M Buy
55,500
+28,000
+102% +$1.53M 0.12% 109
2020
Q4 		$1.32M Buy
+27,500
New +$1.25M 0.05% 195
2020
Q1 		– Sell
-36,040
Closed -$2.03M – 451
2019
Q4 		$2.03M Buy
+36,040
New +$1.95M 0.11% 119

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

E. Ohman J:or Asset Management's TFC Position: Q2 2026 in Review

E. Ohman J:or Asset Management increased its Truist Financial (TFC) stake by 12% in Q2 2026, buying an estimated $182K and bringing the position to 34,671 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #224.

E. Ohman J:or Asset Management first reported a position in TFC in Q4 2019 and has held it in 24 quarters since. The position peaked at $3.69M in Q4 2021. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • E. Ohman J:or Asset Management held 34,671 shares of Truist Financial worth $1.73M as of Q2 2026.
  • E. Ohman J:or Asset Management bought 3,690 Truist Financial shares in Q2 2026, an estimated $182K.
  • Truist Financial made up 0.04% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #224 holding.
  • E. Ohman J:or Asset Management first reported a position in Truist Financial in Q4 2019 and has held it in 24 quarters since.
  • E. Ohman J:or Asset Management's Truist Financial position peaked at $3.69M in Q4 2021.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.