Epoch Investment Partners’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $60.2M | Sell |
1,207,841
-33,147
| -3% | -$1.63M | 0.34% | 106 |
|
|
2026
Q1 | $57M | Buy |
1,240,988
+4,553
| +0.4% | +$225K | 0.35% | 112 |
|
|
2025
Q4 | $60.8M | Buy |
1,236,435
+90,646
| +8% | +$4.17M | 0.35% | 109 |
|
|
2025
Q3 | $52.4M | Sell |
1,145,789
-53,273
| -4% | -$2.4M | 0.29% | 120 |
|
|
2025
Q2 | $51.5M | Sell |
1,199,062
-30,500
| -2% | -$1.19M | 0.27% | 133 |
|
|
2025
Q1 | $50.6M | Sell |
1,229,562
-61,849
| -5% | -$2.76M | 0.26% | 144 |
|
|
2024
Q4 | $56M | Sell |
1,291,411
-44,521
| -3% | -$1.99M | 0.27% | 138 |
|
|
2024
Q3 | $57.1M | Sell |
1,335,932
-46,479
| -3% | -$1.96M | 0.26% | 150 |
|
|
2024
Q2 | $53.7M | Sell |
1,382,411
-43,400
| -3% | -$1.64M | 0.25% | 145 |
|
|
2024
Q1 | $55.6M | Sell |
1,425,811
-166,883
| -10% | -$6.1M | 0.25% | 147 |
|
|
2023
Q4 | $58.8M | Sell |
1,592,694
-50,322
| -3% | -$1.58M | 0.27% | 145 |
|
|
2023
Q3 | $47M | Buy |
1,643,016
+133,300
| +9% | +$4.1M | 0.3% | 117 |
|
|
2023
Q2 | $45.8M | Sell |
1,509,716
-37,088
| -2% | -$1.15M | 0.27% | 136 |
|
|
2023
Q1 | $52.7M | Sell |
1,546,804
-515,321
| -25% | -$22.5M | 0.31% | 105 |
|
|
2022
Q4 | $88.7M | Buy |
2,062,125
+77,466
| +4% | +$3.4M | 0.53% | 55 |
|
|
2022
Q3 | $86.4M | Sell |
1,984,659
-297,914
| -13% | -$14.3M | 0.56% | 51 |
|
|
2022
Q2 | $108M | Buy |
2,282,573
+437,640
| +24% | +$21.6M | 0.63% | 44 |
|
|
2022
Q1 | $105M | Buy |
1,844,933
+116,573
| +7% | +$7.2M | 0.51% | 57 |
|
|
2021
Q4 | $101M | Sell |
1,728,360
-235,882
| -12% | -$14.4M | 0.51% | 55 |
|
|
2021
Q3 | $115M | Sell |
1,964,242
-296,078
| -13% | -$16.5M | 0.64% | 41 |
|
|
2021
Q2 | $125M | Sell |
2,260,320
-174,633
| -7% | -$10.3M | 0.67% | 42 |
|
|
2021
Q1 | $142M | Buy |
2,434,953
+64,624
| +3% | +$3.54M | 0.66% | 47 |
|
|
2020
Q4 | $114M | Sell |
2,370,329
-633
| -0% | -$28.7K | 0.52% | 64 |
|
|
2020
Q3 | $90.2M | Sell |
2,370,962
-103,282
| -4% | -$3.89M | 0.45% | 78 |
|
|
2020
Q2 | $92.9M | Sell |
2,474,244
-71,668
| -3% | -$2.58M | 0.48% | 73 |
|
|
2020
Q1 | $78.5M | Buy |
2,545,912
+20,213
| +0.8% | +$956K | 0.48% | 76 |
|
|
2019
Q4 | $142M | Buy |
2,525,699
+226,348
| +10% | +$12.3M | 0.61% | 60 |
|
|
2019
Q3 | $123M | Sell |
2,299,351
-25,642
| -1% | -$1.27M | 0.56% | 71 |
|
|
2019
Q2 | $114M | Buy |
2,324,993
+436,001
| +23% | +$21.4M | 0.52% | 81 |
|
|
2019
Q1 | $87.9M | Sell |
1,888,992
-77,581
| -4% | -$3.78M | 0.38% | 98 |
|
|
2018
Q4 | $85.2M | Buy |
1,966,573
+29,453
| +2% | +$1.41M | 0.4% | 94 |
|
|
2018
Q3 | $94M | Sell |
1,937,120
-62,741
| -3% | -$3.22M | 0.36% | 98 |
|
|
2018
Q2 | $101K | Buy |
+1,999,861
| New | +$106M | 0.31% | 92 |
|
|
2017
Q1 | – | Sell |
-7,940,136
| Closed | -$373M | – | 326 |
|
|
2016
Q4 | $373M | Buy |
7,940,136
+5,642,244
| +246% | +$240M | 1.4% | 15 |
|
|
2016
Q3 | $86.7M | Buy |
+2,297,892
| New | +$85.6M | 0.32% | 95 |
|
Other funds holding TFC
Epoch Investment Partners's TFC Position: Q2 2026 in Review
Epoch Investment Partners reduced its Truist Financial (TFC) stake by 2.7% in Q2 2026, selling an estimated $1.63M and leaving 1,207,841 shares worth $60.2M. The position accounts for 0.34% of the portfolio, ranked #106.
Epoch Investment Partners first reported a position in TFC in Q3 2016 and has held it in 35 quarters since. The position peaked at $373M in Q4 2016. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Epoch Investment Partners held 1,207,841 shares of Truist Financial worth $60.2M as of Q2 2026.
- Epoch Investment Partners sold 33,147 Truist Financial shares in Q2 2026, an estimated $1.63M.
- Truist Financial made up 0.34% of Epoch Investment Partners's portfolio in Q2 2026, its #106 holding.
- Epoch Investment Partners first reported a position in Truist Financial in Q3 2016 and has held it in 35 quarters since.
- Epoch Investment Partners's Truist Financial position peaked at $373M in Q4 2016.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.