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NEOS Investment Management’s Truist Financial TFC Stock Holding History

NEOS 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 		$10.3M Buy
206,396
+22,336
+12% +$1.1M 0.04% 267
2026
Q1 		$8.46M Buy
184,060
+8,736
+5% +$432K 0.04% 263
2025
Q4 		$8.63M Sell
175,324
-10,500
-6% -$484K 0.05% 251
2025
Q3 		$8.5M Buy
185,824
+57,945
+45% +$2.61M 0.06% 218
2025
Q2 		$5.5M Buy
127,879
+26,739
+26% +$1.05M 0.07% 230
2025
Q1 		$4.16M Buy
101,140
+18,769
+23% +$836K 0.08% 224
2024
Q4 		$3.57M Buy
82,371
+19,811
+32% +$884K 0.08% 213
2024
Q3 		$2.68M Buy
62,560
+12,992
+26% +$549K 0.08% 219
2024
Q2 		$1.93M Buy
49,568
+15,936
+47% +$602K 0.08% 222
2024
Q1 		$1.31M Buy
33,632
+14,716
+78% +$538K 0.08% 217
2023
Q4 		$698K Buy
18,916
+4,752
+34% +$149K 0.07% 227
2023
Q3 		$405K Buy
+14,164
New +$436K 0.05% 234

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

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

NEOS Investment Management increased its Truist Financial (TFC) stake by 12% in Q2 2026, buying an estimated $1.1M and bringing the position to 206,396 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #267.

NEOS Investment Management first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. 1,704 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • NEOS Investment Management held 206,396 shares of Truist Financial worth $10.3M as of Q2 2026.
  • NEOS Investment Management bought 22,336 Truist Financial shares in Q2 2026, an estimated $1.1M.
  • Truist Financial made up 0.04% of NEOS Investment Management's portfolio in Q2 2026, its #267 holding.
  • NEOS Investment Management first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
  • 1,704 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.