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Johnson Financial Group Inc (Wisconsin)’s Truist Financial TFC Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$173K Hold
3,473
– – 0.01% 330
2026
Q1 		$160K Sell
3,473
-226
-6% -$11.2K 0.01% 345
2025
Q4 		$182K Sell
3,699
-1,826
-33% -$84.1K 0.01% 335
2025
Q3 		$253K Buy
5,525
+1,814
+49% +$81.8K 0.01% 323
2025
Q2 		$160K Buy
3,711
+2,112
+132% +$82.6K 0.01% 331
2025
Q1 		$65.8K Buy
1,599
+1,181
+283% +$52.6K ﹤0.01% 565
2024
Q4 		$19.9K Buy
418
+106
+34% +$4.73K ﹤0.01% 592
2024
Q3 		$13.3K Sell
312
-500
-62% -$21.1K ﹤0.01% 643
2024
Q2 		$31.5K Hold
812
– – ﹤0.01% 481
2024
Q1 		$31.7K Sell
812
-2,039
-72% -$74.6K ﹤0.01% 469
2023
Q4 		$105K Sell
2,851
-179
-6% -$5.62K 0.01% 372
2023
Q3 		$86.7K Buy
3,030
+677
+29% +$20.8K 0.01% 326
2023
Q2 		$71.4K Sell
2,353
-4,155
-64% -$129K ﹤0.01% 367
2023
Q1 		$222K Buy
6,508
+2,646
+69% +$116K 0.02% 261
2022
Q4 		$166K Hold
3,862
– – 0.01% 262
2022
Q3 		$168K Buy
3,862
+12
+0.3% +$577 0.02% 259
2022
Q2 		$183K Sell
3,850
-601
-14% -$29.6K 0.01% 255
2022
Q1 		$252K Buy
4,451
+150
+3% +$9.27K 0.02% 245
2021
Q4 		$252K Sell
4,301
-3,112
-42% -$190K 0.02% 256
2021
Q3 		$435K Hold
7,413
– – 0.03% 194
2021
Q2 		$411K Hold
7,413
– – 0.03% 200
2021
Q1 		$432K Hold
7,413
– – 0.03% 192
2020
Q4 		$355K Buy
+7,413
New +$336K 0.03% 178
2019
Q4 		– Sell
-1,543
Closed -$82K – 580
2019
Q3 		$82K Buy
1,543
+68
+5% +$3.37K 0.01% 298
2019
Q2 		$72K Hold
1,475
– – 0.01% 300
2019
Q1 		$69K Hold
1,475
– – 0.01% 296
2018
Q4 		$64K Sell
1,475
-964
-40% -$46.3K 0.01% 302
2018
Q3 		$118K Buy
2,439
+261
+12% +$13.4K 0.01% 250
2018
Q2 		$110K Sell
2,178
-14
-0.6% -$744 0.01% 257
2018
Q1 		$114K Buy
2,192
+14
+0.6% +$754 0.01% 259
2017
Q4 		$108K Sell
2,178
-549
-20% -$26.5K 0.01% 278
2017
Q3 		$128K Sell
2,727
-3,006
-52% -$138K 0.02% 259
2017
Q2 		$260K Sell
5,733
-16,839
-75% -$731K 0.04% 213
2017
Q1 		$1.01M Buy
22,572
+17,214
+321% +$804K 0.13% 154
2016
Q4 		$252K Buy
5,358
+1,495
+39% +$63.6K 0.03% 245
2016
Q3 		$146K Sell
3,863
-270
-7% -$10.1K 0.02% 297
2016
Q2 		$147K Buy
4,133
+3,475
+528% +$121K 0.02% 314
2016
Q1 		$22K Buy
658
+625
+1,894% +$20.8K ﹤0.01% 492
2015
Q4 		$1K Sell
33
-2,350
-99% -$88.4K ﹤0.01% 770
2015
Q3 		$85K Hold
2,383
– – 0.02% 366
2015
Q2 		$96K Sell
2,383
-2,403
-50% -$95.1K 0.02% 377
2015
Q1 		$186K Buy
4,786
+1,528
+47% +$57.6K 0.04% 275
2014
Q4 		$126K Sell
3,258
-700
-18% -$26.3K 0.03% 321
2014
Q3 		$147K Buy
3,958
+358
+10% +$13.5K 0.04% 268
2014
Q2 		$142K Buy
3,600
+1,400
+64% +$53.7K 0.04% 284
2014
Q1 		$88K Buy
2,200
+900
+69% +$34.4K 0.03% 293
2013
Q4 		$48K Sell
1,300
-2,500
-66% -$86.4K 0.01% 377
2013
Q3 		$129K Buy
3,800
+700
+23% +$24.4K 0.04% 261
2013
Q2 		$105K Buy
+3,100
New +$98.9K 0.03% 314

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

Johnson Financial Group Inc (Wisconsin)'s TFC Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) held its Truist Financial (TFC) position steady in Q2 2026 at 3,473 shares worth $173K. The position accounts for 0.01% of the portfolio, ranked #330.

Johnson Financial Group Inc (Wisconsin) first reported a position in TFC in Q2 2013 and has held it in 49 quarters since. The position peaked at $1.01M in Q1 2017. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Johnson Financial Group Inc (Wisconsin) held 3,473 shares of Truist Financial worth $173K as of Q2 2026.
  • Johnson Financial Group Inc (Wisconsin) left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #330 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Truist Financial in Q2 2013 and has held it in 49 quarters since.
  • Johnson Financial Group Inc (Wisconsin)'s Truist Financial position peaked at $1.01M in Q1 2017.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.