J. Safra Sarasin Holding’s Truist Financial TFC Stock Holding History

J. Safra Sarasin Holding’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	$506K	Sell	10,588 -6,377	-38%	-$314K	0.01%	536
2026 Q1	$779K	Sell	16,965 -4,429	-21%	-$219K	0.01%	347
2025 Q4	$1.05M	Sell	21,394 -6,776	-24%	-$312K	0.02%	284
2025 Q3	$1.29M	Buy	28,170 +10,252	+57%	+$462K	0.02%	270
2025 Q2	$770K	Sell	17,918 -22,827	-56%	-$893K	0.01%	321
2025 Q1	$1.68M	Buy	40,745 +3,964	+11%	+$177K	0.03%	240
2024 Q4	$1.6M	Sell	36,781 -4,768	-11%	-$213K	0.03%	250
2024 Q3	$1.78M	Sell	41,549 -1,301	-3%	-$54.9K	0.03%	230
2024 Q2	$1.66M	Buy	+42,850	New	+$1.62M	0.03%	244

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

J. Safra Sarasin Holding's TFC Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Truist Financial (TFC) stake by 38% in Q2 2026, selling an estimated $314K and leaving 10,588 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #536.

J. Safra Sarasin Holding first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

J. Safra Sarasin Holding held 10,588 shares of Truist Financial worth $506K as of Q2 2026.
J. Safra Sarasin Holding sold 6,377 Truist Financial shares in Q2 2026, an estimated $314K.
Truist Financial made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #536 holding.
J. Safra Sarasin Holding first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's Truist Financial position peaked at $1.78M in Q3 2024.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.