INTECH Investment Management’s Truist Financial TFC Stock Holding History

INTECH 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 Q1	$3.72M	Buy	81,021 +67,721	+509%	+$3.35M	0.04%	422
2025 Q4	$654K	Sell	13,300 -49,584	-79%	-$2.28M	0.01%	1358
2025 Q3	$2.88M	Buy	62,884 +20,159	+47%	+$909K	0.03%	589
2025 Q2	$1.84M	Sell	42,725 -2,181	-5%	-$85.3K	0.02%	815
2025 Q1	$1.85M	Hold	44,906	–	–	0.02%	801
2024 Q4	$1.95M	Buy	44,906 +25,516	+132%	+$1.14M	0.02%	719
2024 Q3	$829K	Buy	19,390 +4,975	+35%	+$210K	0.01%	917
2024 Q2	$560K	Buy	14,415 +5,585	+63%	+$211K	0.01%	777
2024 Q1	$344K	Buy	+8,830	New	+$323K	﹤0.01%	586
2023 Q3	–	Sell	-19,177	Closed	-$582K	–	768
2023 Q2	$582K	Sell	19,177 -98,133	-84%	-$3.05M	0.01%	569
2023 Q1	$4M	Sell	117,310 -25,189	-18%	-$1.1M	0.03%	397
2022 Q4	$6.13M	Sell	142,499 -192,285	-57%	-$8.43M	0.05%	352
2022 Q3	$14.6M	Buy	334,784 +159,050	+91%	+$7.65M	0.11%	233
2022 Q2	$8.34M	Buy	+175,734	New	+$8.67M	0.05%	307

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

INTECH Investment Management's TFC Position: Q1 2026 in Review

INTECH Investment Management increased its Truist Financial (TFC) stake by 509% in Q1 2026, buying an estimated $3.35M and bringing the position to 81,021 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #422.

INTECH Investment Management first reported a position in TFC in Q2 2022 and has held it in 14 quarters since. The position peaked at $14.6M in Q3 2022. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

INTECH Investment Management held 81,021 shares of Truist Financial worth $3.72M as of Q1 2026.
INTECH Investment Management bought 67,721 Truist Financial shares in Q1 2026, an estimated $3.35M.
Truist Financial made up 0.04% of INTECH Investment Management's portfolio in Q1 2026, its #422 holding.
INTECH Investment Management first reported a position in Truist Financial in Q2 2022 and has held it in 14 quarters since.
INTECH Investment Management's Truist Financial position peaked at $14.6M in Q3 2022.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on INTECH Investment Management's 13F filing for Q1 2026, filed 8 May 2026.