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International Assets Investment Management’s Truist Financial TFC Stock Holding History

International Assets 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 		$713K Sell
14,015
-1,275
-8% -$62.7K 0.04% 366
2026
Q1 		$714K Sell
15,290
-1,543
-9% -$76.2K 0.05% 335
2025
Q4 		$828K Sell
16,833
-5,587
-25% -$257K 0.06% 299
2025
Q3 		$991K Hold
22,420
– – 0.08% 240
2025
Q2 		$964K Sell
22,420
-2,623
-10% -$103K 0.08% 243
2025
Q1 		$1.03M Sell
25,043
-2,278
-8% -$101K 0.09% 228
2024
Q4 		$1.18M Buy
+27,321
New +$1.22M 0.1% 192
2024
Q3 		– Sell
-43,191
Closed -$1.68M – 2578
2024
Q2 		$1.68M Sell
43,191
-2,505
-5% -$94.6K 0.16% 125
2024
Q1 		$1.75M Buy
45,696
+17,376
+61% +$636K 0.18% 115
2023
Q4 		$1.05M Sell
28,320
-1,902
-6% -$59.7K 0.13% 168
2023
Q3 		$831K Buy
+30,222
New +$929K 0.11% 170
2023
Q1 		– Sell
-8,911
Closed -$344K – 1356
2022
Q4 		$344K Buy
+8,911
New +$391K 0.04% 429
2022
Q1 		– Sell
-4,375
Closed -$220K – 582
2021
Q4 		$220K Buy
+4,375
New +$267K 0.04% 435
2021
Q2 		– Sell
-2,561
Closed -$97K – 1756
2021
Q1 		$97K Hold
2,561
– – 0.01% 723
2020
Q4 		$97K Buy
+2,561
New +$116K 0.02% 606
2020
Q3 		– Sell
-15,675
Closed -$431K – 443
2020
Q2 		$431K Sell
15,675
-488
-3% -$17.6K 0.1% 188
2020
Q1 		$404K Buy
+16,163
New +$764K 0.12% 160

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

International Assets Investment Management's TFC Position: Q2 2026 in Review

International Assets Investment Management reduced its Truist Financial (TFC) stake by 8.3% in Q2 2026, selling an estimated $62.7K and leaving 14,015 shares worth $713K. The position accounts for 0.04% of the portfolio, ranked #366.

International Assets Investment Management first reported a position in TFC in Q1 2020 and has held it in 17 quarters since. The position peaked at $1.75M in Q1 2024. 738 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • International Assets Investment Management held 14,015 shares of Truist Financial worth $713K as of Q2 2026.
  • International Assets Investment Management sold 1,275 Truist Financial shares in Q2 2026, an estimated $62.7K.
  • Truist Financial made up 0.04% of International Assets Investment Management's portfolio in Q2 2026, its #366 holding.
  • International Assets Investment Management first reported a position in Truist Financial in Q1 2020 and has held it in 17 quarters since.
  • International Assets Investment Management's Truist Financial position peaked at $1.75M in Q1 2024.
  • 738 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.