StoneRidge PMG Advisors, LLC’s Truist Financial TFC Stock Holding History

StoneRidge PMG Advisors, LLC’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 Q3	$859K	Buy	+18,555	New	+$943K	0.61%	36

Other funds holding TFC

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

SEB Asset Management Stockholm $27B AUM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

StoneRidge PMG Advisors, LLC's TFC Position: Q3 2026 in Review

StoneRidge PMG Advisors, LLC opened a new position in Truist Financial (TFC) in Q3 2026: 18,555 shares worth $859K. The stake represents 0.61% of the portfolio and ranks #36 among its holdings.

823 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

StoneRidge PMG Advisors, LLC held 18,555 shares of Truist Financial worth $859K as of Q3 2026.
Truist Financial was a new StoneRidge PMG Advisors, LLC position in Q3 2026.
Truist Financial made up 0.61% of StoneRidge PMG Advisors, LLC's portfolio in Q3 2026, its #36 holding.
823 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on StoneRidge PMG Advisors, LLC's 13F filing for Q3 2026, filed 4 Nov 2026.