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Matthew Hamilton Rosenberg’s Truist Financial TFC Stock Holding History

Matthew Hamilton Rosenberg’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 		$33.3K Hold
668
– – 0.01% 487
2026
Q1 		$30.7K Hold
668
– – 0.01% 489
2025
Q4 		$32.9K Hold
668
– – 0.01% 480
2025
Q3 		$30.5K Hold
668
– – 0.01% 483
2025
Q2 		$28.7K Hold
668
– – 0.01% 511
2025
Q1 		$27.5K Buy
668
+130
+24% +$5.79K 0.01% 497
2024
Q4 		$23.3K Hold
538
– – 0.01% 521
2024
Q3 		$23K Hold
538
– – 0.01% 533
2024
Q2 		$21.1K Sell
538
-204
-27% -$7.71K 0.01% 522
2024
Q1 		$28.5K Sell
742
-1
-0.1% -$37 0.01% 501
2023
Q4 		$27.4K Sell
743
-222
-23% -$6.97K 0.01% 503
2023
Q3 		$27.6K Sell
965
-16
-2% -$492 0.01% 489
2023
Q2 		$29.8K Buy
981
+4
+0.4% +$124 0.01% 499
2023
Q1 		$33.3K Buy
977
+2
+0.2% +$87 0.01% 531
2022
Q4 		$41.9K Buy
975
+2
+0.2% +$88 0.01% 504
2022
Q3 		$42K Buy
973
+21
+2% +$1.01K 0.02% 482
2022
Q2 		$46K Buy
952
+352
+59% +$17.4K 0.02% 480
2022
Q1 		$34K Buy
600
+1
+0.2% +$62 0.01% 510
2021
Q4 		$35K Buy
599
+2
+0.3% +$122 0.01% 468
2021
Q3 		$35K Buy
597
+1
+0.2% +$56 0.01% 447
2021
Q2 		$33K Buy
596
+243
+69% +$14.3K 0.02% 421
2021
Q1 		$21K Buy
353
+1
+0.3% +$55 0.01% 440
2020
Q4 		$17K Buy
352
+2
+0.6% +$91 0.01% 436
2020
Q3 		$13K Sell
350
-1,421
-80% -$53.5K 0.01% 431
2020
Q2 		$67K Buy
1,771
+2
+0.1% +$72 0.05% 262
2020
Q1 		$55K Buy
+1,769
New +$83.7K 0.05% 239

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

Matthew Hamilton Rosenberg's TFC Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Truist Financial (TFC) position steady in Q2 2026 at 668 shares worth $33.3K. The position accounts for 0.01% of the portfolio, ranked #487.

Matthew Hamilton Rosenberg first reported a position in TFC in Q1 2020 and has held it in 26 quarters since. The position peaked at $67K in Q2 2020. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Matthew Hamilton Rosenberg held 668 shares of Truist Financial worth $33.3K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #487 holding.
  • Matthew Hamilton Rosenberg first reported a position in Truist Financial in Q1 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's Truist Financial position peaked at $67K in Q2 2020.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.