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Great Lakes Retirement’s Truist Financial TFC Stock Holding History

Great Lakes Retirement’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 		$2.07M Buy
41,536
+6,999
+20% +$344K 0.18% 112
2026
Q1 		$1.59M Buy
34,537
+3,806
+12% +$188K 0.16% 126
2025
Q4 		$1.51M Buy
30,731
+1,545
+5% +$71.2K 0.16% 128
2025
Q3 		$1.33M Buy
29,186
+1,939
+7% +$87.4K 0.15% 137
2025
Q2 		$1.17M Buy
27,247
+1,968
+8% +$77K 0.14% 138
2025
Q1 		$1.04M Buy
25,279
+986
+4% +$43.9K 0.14% 143
2024
Q4 		$1.05M Sell
24,293
-406
-2% -$18.1K 0.14% 143
2024
Q3 		$1.06M Buy
24,699
+388
+2% +$16.4K 0.14% 144
2024
Q2 		$944K Buy
24,311
+616
+3% +$23.3K 0.13% 144
2024
Q1 		$924K Sell
23,695
-143
-0.6% -$5.23K 0.14% 145
2023
Q4 		$880K Buy
23,838
+1,354
+6% +$42.5K 0.14% 135
2023
Q3 		$643K Buy
22,484
+979
+5% +$30.1K 0.12% 152
2023
Q2 		$653K Buy
21,505
+976
+5% +$30.3K 0.12% 148
2023
Q1 		$700K Buy
20,529
+2,293
+13% +$100K 0.13% 139
2022
Q4 		$785K Buy
+18,236
New +$800K 0.2% 89

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

Great Lakes Retirement's TFC Position: Q2 2026 in Review

Great Lakes Retirement increased its Truist Financial (TFC) stake by 20% in Q2 2026, buying an estimated $344K and bringing the position to 41,536 shares worth $2.07M. The position accounts for 0.18% of the portfolio, ranked #112.

Great Lakes Retirement first reported a position in TFC in Q4 2022 and has held it in 15 quarters since. 730 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Great Lakes Retirement held 41,536 shares of Truist Financial worth $2.07M as of Q2 2026.
  • Great Lakes Retirement bought 6,999 Truist Financial shares in Q2 2026, an estimated $344K.
  • Truist Financial made up 0.18% of Great Lakes Retirement's portfolio in Q2 2026, its #112 holding.
  • Great Lakes Retirement first reported a position in Truist Financial in Q4 2022 and has held it in 15 quarters since.
  • 730 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Great Lakes Retirement's 13F filing for Q2 2026, filed 30 Jul 2026.