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Logan Capital Management’s Truist Financial TFC Stock Holding History

Logan Capital 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 		– Sell
-177,223
Closed -$8.15M – 669
2026
Q1 		$8.15M Buy
+177,223
New +$8.76M 0.35% 79

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

Logan Capital Management's TFC Position: Q2 2026 in Review

Logan Capital Management opened a new position in Truist Financial (TFC) in Q2 2026: 177,375 shares worth $8.84M. The stake represents 0.33% of the portfolio and ranks #84 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in TFC as recently as Q4 2025.

Logan Capital Management first reported a position in TFC in Q3 2015 and has held it in 43 quarters since. The position peaked at $27.5M in Q3 2021. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Logan Capital Management held 177,375 shares of Truist Financial worth $8.84M as of Q2 2026.
  • Truist Financial was a new Logan Capital Management position in Q2 2026.
  • Truist Financial made up 0.33% of Logan Capital Management's portfolio in Q2 2026, its #84 holding.
  • Logan Capital Management first reported a position in Truist Financial in Q3 2015 and has held it in 43 quarters since.
  • Logan Capital Management's Truist Financial position peaked at $27.5M in Q3 2021.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.