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GW&K Investment Management’s Truist Financial TFC Stock Holding History

GW&K Investment 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 		$101K Buy
2,020
+9
+0.4% +$443 ﹤0.01% 477
2026
Q1 		$92K Buy
2,011
+73
+4% +$3.61K ﹤0.01% 470
2025
Q4 		$95K Sell
1,938
-34
-2% -$1.57K ﹤0.01% 458
2025
Q3 		$90K Sell
1,972
-19
-1% -$857 ﹤0.01% 458
2025
Q2 		$86K Buy
1,991
+632
+47% +$24.7K ﹤0.01% 439
2025
Q1 		$56K Sell
1,359
-1
-0.1% -$45 ﹤0.01% 473
2024
Q4 		$59K Buy
1,360
+12
+0.9% +$536 ﹤0.01% 453
2024
Q3 		$58K Buy
1,348
+72
+6% +$3.04K ﹤0.01% 450
2024
Q2 		$50K Buy
1,276
+106
+9% +$4K ﹤0.01% 444
2024
Q1 		$46K Sell
1,170
-178
-13% -$6.51K ﹤0.01% 440
2023
Q4 		$50K Sell
1,348
-128
-9% -$4.02K ﹤0.01% 408
2023
Q3 		$42K Buy
1,476
+34
+2% +$1.05K ﹤0.01% 408
2023
Q2 		$44K Buy
1,442
+541
+60% +$16.8K ﹤0.01% 391
2023
Q1 		$31K Buy
+901
New +$39.3K ﹤0.01% 365
2022
Q3 		– Sell
-175
Closed -$8K – 776
2022
Q2 		$8K Buy
175
+82
+88% +$4.04K ﹤0.01% 503
2022
Q1 		$5K Buy
+93
New +$5.74K ﹤0.01% 555

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

GW&K Investment Management's TFC Position: Q2 2026 in Review

GW&K Investment Management increased its Truist Financial (TFC) stake by 0.45% in Q2 2026, buying an estimated $443 and bringing the position to 2,020 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

GW&K Investment Management first reported a position in TFC in Q1 2022 and has held it in 16 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • GW&K Investment Management held 2,020 shares of Truist Financial worth $101K as of Q2 2026.
  • GW&K Investment Management bought 9 Truist Financial shares in Q2 2026, an estimated $443.
  • Truist Financial made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #477 holding.
  • GW&K Investment Management first reported a position in Truist Financial in Q1 2022 and has held it in 16 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.