Marquette Asset Management’s Truist Financial TFC Stock Holding History

Marquette Asset 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	$7.92K	Buy	159 +57	+56%	+$2.8K	﹤0.01%	350
2026 Q1	$4.69K	Buy	+102	New	+$5.04K	﹤0.01%	369
2025 Q4	–	Sell	-179	Closed	-$8.18K	–	868
2025 Q3	$8.18K	Buy	+179	New	+$8.07K	﹤0.01%	245
2022 Q3	–	Sell	-10	Closed	–	–	382
2022 Q2	$0	Sell	10 -2	-17%	-$99	﹤0.01%	424
2022 Q1	$1K	Buy	+12	New	+$741	﹤0.01%	342
2021 Q4	–	Sell	-61	Closed	-$4K	–	271
2021 Q3	$4K	Buy	+61	New	+$3.41K	﹤0.01%	253
2020 Q1	–	Sell	-269	Closed	-$15K	–	274
2019 Q4	$15K	Buy	+269	New	+$14.6K	﹤0.01%	204

Other funds holding TFC

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Marquette Asset Management's TFC Position: Q2 2026 in Review

Marquette Asset Management increased its Truist Financial (TFC) stake by 56% in Q2 2026, buying an estimated $2.8K and bringing the position to 159 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Marquette Asset Management first reported a position in TFC in Q4 2019 and has held it in 7 quarters since. The position peaked at $15K in Q4 2019. 783 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Marquette Asset Management held 159 shares of Truist Financial worth $7.92K as of Q2 2026.
Marquette Asset Management bought 57 Truist Financial shares in Q2 2026, an estimated $2.8K.
Truist Financial made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #350 holding.
Marquette Asset Management first reported a position in Truist Financial in Q4 2019 and has held it in 7 quarters since.
Marquette Asset Management's Truist Financial position peaked at $15K in Q4 2019.
783 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.