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Enterprise Bank & Trust’s Truist Financial TFC Stock Holding History

Enterprise Bank & Trust’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
2025
Q2 		$324K Buy
7,536
+2,485
+49% +$97.2K 0.12% 100
2025
Q1 		$208K Buy
+5,051
New +$225K 0.08% 127

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Enterprise Bank & Trust's TFC Position: Q2 2025 in Review

Enterprise Bank & Trust increased its Truist Financial (TFC) stake by 49% in Q2 2025, buying an estimated $97.2K and bringing the position to 7,536 shares worth $324K. The position accounts for 0.12% of the portfolio, ranked #100.

Enterprise Bank & Trust first reported a position in TFC in Q1 2025 and has held it in 2 quarters since. 1,549 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

  • Enterprise Bank & Trust held 7,536 shares of Truist Financial worth $324K as of Q2 2025.
  • Enterprise Bank & Trust bought 2,485 Truist Financial shares in Q2 2025, an estimated $97.2K.
  • Truist Financial made up 0.12% of Enterprise Bank & Trust's portfolio in Q2 2025, its #100 holding.
  • Enterprise Bank & Trust first reported a position in Truist Financial in Q1 2025 and has held it in 2 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on Enterprise Bank & Trust's 13F filing for Q2 2025, filed 7 Jul 2025.