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Gateway Investment Advisers’s Truist Financial TFC Stock Holding History

Gateway Investment Advisers’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 		$429K Sell
8,612
-8,720
-50% -$429K ﹤0.01% 627
2026
Q1 		$797K Buy
17,332
+11,159
+181% +$551K 0.01% 380
2025
Q4 		$304K Buy
+6,173
New +$284K ﹤0.01% 509
2025
Q2 		– Sell
-4,989
Closed -$205K – 510
2025
Q1 		$205K Buy
+4,989
New +$222K ﹤0.01% 496
2024
Q4 		– Sell
-6,271
Closed -$268K – 521
2024
Q3 		$268K Sell
6,271
-181
-3% -$7.64K ﹤0.01% 462
2024
Q2 		$251K Sell
6,452
-274,603
-98% -$10.4M ﹤0.01% 465
2024
Q1 		$11M Buy
281,055
+272,340
+3,125% +$9.96M 0.12% 137
2023
Q4 		$322K Buy
+8,715
New +$274K ﹤0.01% 427
2023
Q3 		– Sell
-445,698
Closed -$13.5M – 514
2023
Q2 		$13.5M Buy
445,698
+438,100
+5,766% +$13.6M 0.16% 121
2023
Q1 		$259K Sell
7,598
-318
-4% -$13.9K ﹤0.01% 463
2022
Q4 		$341K Buy
7,916
+2,182
+38% +$95.7K ﹤0.01% 445
2022
Q3 		$250K Sell
5,734
-2,529
-31% -$122K ﹤0.01% 472
2022
Q2 		$392K Buy
8,263
+32
+0.4% +$1.58K ﹤0.01% 453
2022
Q1 		$467K Sell
8,231
-45
-0.5% -$2.78K ﹤0.01% 440
2021
Q4 		$485K Sell
8,276
-995
-11% -$60.8K ﹤0.01% 423
2021
Q3 		$544K Sell
9,271
-293
-3% -$16.4K 0.01% 407
2021
Q2 		$531K Sell
9,564
-593
-6% -$34.8K 0.01% 421
2021
Q1 		$592K Sell
10,157
-126
-1% -$6.91K 0.01% 401
2020
Q4 		$493K Sell
10,283
-1,031
-9% -$46.7K 0.01% 415
2020
Q3 		$430K Sell
11,314
-405
-3% -$15.3K 0.01% 414
2020
Q2 		$440K Sell
11,719
-3,308
-22% -$119K 0.01% 428
2020
Q1 		$463K Sell
15,027
-4,164
-22% -$197K 0.01% 413
2019
Q4 		$1.08M Buy
19,191
+10,857
+130% +$588K 0.01% 386
2019
Q3 		$445K Sell
8,334
-21,281
-72% -$1.05M ﹤0.01% 466
2019
Q2 		$1.46M Sell
29,615
-1,413
-5% -$69.2K 0.01% 397
2019
Q1 		$1.44M Sell
31,028
-2,836
-8% -$138K 0.01% 395
2018
Q4 		$1.47M Sell
33,864
-468
-1% -$22.5K 0.01% 403
2018
Q3 		$1.67M Sell
34,332
-368
-1% -$18.9K 0.01% 391
2018
Q2 		$1.75M Sell
34,700
-4,720
-12% -$251K 0.02% 386
2018
Q1 		$2.05M Sell
39,420
-4,285
-10% -$231K 0.02% 373
2017
Q4 		$2.17M Sell
43,705
-6,477
-13% -$313K 0.02% 379
2017
Q3 		$2.36M Sell
50,182
-462
-0.9% -$21.2K 0.02% 376
2017
Q2 		$2.3M Sell
50,644
-1,346
-3% -$58.4K 0.02% 359
2017
Q1 		$2.32M Sell
51,990
-5,897
-10% -$276K 0.02% 355
2016
Q4 		$2.72M Buy
57,887
+189
+0.3% +$8.04K 0.03% 339
2016
Q3 		$2.18M Sell
57,698
-146
-0.3% -$5.44K 0.02% 364
2016
Q2 		$2.06M Buy
57,844
+112
+0.2% +$3.91K 0.02% 369
2016
Q1 		$1.92M Sell
57,732
-24,314
-30% -$808K 0.02% 362
2015
Q4 		$3.1M Buy
82,046
+3,377
+4% +$127K 0.03% 331
2015
Q3 		$2.8M Sell
78,669
-2,510
-3% -$96.8K 0.02% 343
2015
Q2 		$3.27M Sell
81,179
-1,744
-2% -$69K 0.03% 327
2015
Q1 		$3.23M Sell
82,923
-123
-0.1% -$4.64K 0.03% 331
2014
Q4 		$3.23M Sell
83,046
-2,510
-3% -$94.5K 0.03% 326
2014
Q3 		$3.18M Sell
85,556
-347
-0.4% -$13.1K 0.03% 349
2014
Q2 		$3.39M Buy
85,903
+13,170
+18% +$505K 0.03% 343
2014
Q1 		$2.92M Sell
72,733
-1,569
-2% -$60K 0.02% 345
2013
Q4 		$2.77M Sell
74,302
-513
-0.7% -$17.7K 0.02% 349
2013
Q3 		$2.52M Buy
74,815
+4,740
+7% +$166K 0.02% 355
2013
Q2 		$2.37M Buy
+70,075
New +$2.24M 0.02% 345

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Gateway Investment Advisers's TFC Position: Q2 2026 in Review

Gateway Investment Advisers reduced its Truist Financial (TFC) stake by 50% in Q2 2026, selling an estimated $429K and leaving 8,612 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Gateway Investment Advisers first reported a position in TFC in Q2 2013 and has held it in 49 quarters since. The position peaked at $13.5M in Q2 2023. 436 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Gateway Investment Advisers held 8,612 shares of Truist Financial worth $429K as of Q2 2026.
  • Gateway Investment Advisers sold 8,720 Truist Financial shares in Q2 2026, an estimated $429K.
  • Truist Financial made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #627 holding.
  • Gateway Investment Advisers first reported a position in Truist Financial in Q2 2013 and has held it in 49 quarters since.
  • Gateway Investment Advisers's Truist Financial position peaked at $13.5M in Q2 2023.
  • 436 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.