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Johnson Financial Group LLC (Colorado)’s Truist Financial TFC Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$1.23M Buy
+24,688
New +$1.21M 0.07% 76
2025
Q4 		– Sell
-4,446
Closed -$203K – 130
2025
Q3 		$203K Buy
+4,446
New +$200K 0.02% 90

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s TFC Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) opened a new position in Truist Financial (TFC) in Q2 2026: 24,688 shares worth $1.23M. The stake represents 0.07% of the portfolio and ranks #76 among its holdings. This is a return to the name: Johnson Financial Group LLC (Colorado) previously reported a position in TFC as recently as Q3 2025.

Johnson Financial Group LLC (Colorado) first reported a position in TFC in Q3 2025 and has held it in 2 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 24,688 shares of Truist Financial worth $1.23M as of Q2 2026.
  • Truist Financial was a new Johnson Financial Group LLC (Colorado) position in Q2 2026.
  • Truist Financial made up 0.07% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #76 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in Truist Financial in Q3 2025 and has held it in 2 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.