Morningstar Investment Management’s Truist Financial TFC Stock Holding History

Morningstar Investment 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	$2.18M	Hold	47,479	–	–	0.13%	162
2026 Q1	$2.18M	Buy	47,479 +4,097	+9%	+$202K	0.14%	160
2025 Q4	$2.13M	Sell	43,382 -1,162	-3%	-$53.5K	0.13%	156
2025 Q3	$2.04M	Buy	44,544 +28,816	+183%	+$1.3M	0.07%	245
2025 Q2	$676K	Buy	15,728 +2,948	+23%	+$115K	0.06%	94
2025 Q1	$526K	Sell	12,780 -2,851	-18%	-$127K	0.04%	63
2024 Q4	$678K	Sell	15,631 -31,533	-67%	-$1.41M	0.05%	104
2024 Q3	$2.06M	Sell	47,164 -25,082	-35%	-$1.06M	0.2%	46
2024 Q2	$2.81M	Sell	72,246 -8,822	-11%	-$333K	0.29%	40
2024 Q1	$3.16M	Sell	81,068 -1,302	-2%	-$47.6K	0.34%	36
2023 Q4	$3.04M	Buy	+82,370	New	+$2.59M	0.35%	35

Other funds holding TFC

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

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Morningstar Investment Management's TFC Position: Q2 2026 in Review

Morningstar Investment Management held its Truist Financial (TFC) position steady in Q2 2026 at 47,479 shares worth $2.18M. The position accounts for 0.13% of the portfolio, ranked #162.

Morningstar Investment Management first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.16M in Q1 2024. 654 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Morningstar Investment Management held 47,479 shares of Truist Financial worth $2.18M as of Q2 2026.
Morningstar Investment Management left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.13% of Morningstar Investment Management's portfolio in Q2 2026, its #162 holding.
Morningstar Investment Management first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
Morningstar Investment Management's Truist Financial position peaked at $3.16M in Q1 2024.
654 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.