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New England Research & Management’s Truist Financial TFC Stock Holding History

New England Research & 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 		$2.43M Buy
48,790
+123
+0.3% +$6.05K 0.95% 32
2026
Q1 		$2.24M Buy
48,667
+4,825
+11% +$238K 0.95% 34
2025
Q4 		$2.16M Sell
43,842
-383
-0.9% -$17.6K 0.94% 36
2025
Q3 		$2.02M Buy
44,225
+12,150
+38% +$548K 0.93% 30
2025
Q2 		$1.38M Sell
32,075
-709
-2% -$27.7K 0.66% 49
2025
Q1 		$1.35M Sell
32,784
-344
-1% -$15.3K 0.69% 52
2024
Q4 		$1.44M Sell
33,128
-96
-0.3% -$4.28K 0.73% 45
2024
Q3 		$1.42M Buy
33,224
+200
+0.6% +$8.45K 0.67% 54
2024
Q2 		$1.28M Sell
33,024
-1,026
-3% -$38.8K 0.62% 59
2024
Q1 		$1.33M Sell
34,050
-262
-0.8% -$9.58K 0.65% 52
2023
Q4 		$1.27M Sell
34,312
-495
-1% -$15.5K 0.67% 55
2023
Q3 		$996K Sell
34,807
-4,298
-11% -$132K 0.57% 67
2023
Q2 		$1.19M Sell
39,105
-1,786
-4% -$55.5K 0.69% 59
2023
Q1 		$1.39M Sell
40,891
-154
-0.4% -$6.72K 0.82% 42
2022
Q4 		$1.77M Sell
41,045
-9,595
-19% -$421K 1.01% 29
2022
Q3 		$2.21M Buy
50,640
+780
+2% +$37.5K 1.39% 20
2022
Q2 		$2.37M Sell
49,860
-464
-0.9% -$22.9K 1.38% 19
2022
Q1 		$2.85M Buy
50,324
+7,226
+17% +$446K 1.48% 17
2021
Q4 		$2.52M Buy
43,098
+16,003
+59% +$978K 1.22% 20
2021
Q3 		$1.59M Sell
27,095
-264
-1% -$14.8K 0.83% 38
2021
Q2 		$1.52M Hold
27,359
– – 0.79% 46
2021
Q1 		$1.6M Sell
27,359
-50
-0.2% -$2.74K 0.88% 38
2020
Q4 		$1.31M Sell
27,409
-800
-3% -$36.2K 0.81% 41
2020
Q3 		$1.07M Sell
28,209
-2,130
-7% -$80.2K 0.78% 45
2020
Q2 		$1.14M Hold
30,339
– – 0.82% 40
2020
Q1 		$936K Hold
30,339
– – 0.8% 43
2019
Q4 		$1.71M Buy
30,339
+14,464
+91% +$783K 1.15% 21
2019
Q3 		$847K Sell
15,875
-450
-3% -$22.3K 0.61% 57
2019
Q2 		$802K Sell
16,325
-1,400
-8% -$68.6K 0.54% 64
2019
Q1 		$825K Sell
17,725
-1,900
-10% -$92.7K 0.56% 67
2018
Q4 		$850K Sell
19,625
-13,415
-41% -$644K 0.67% 54
2018
Q3 		$1.6M Buy
33,040
+100
+0.3% +$5.13K 1.04% 28
2018
Q2 		$1.66M Sell
32,940
-200
-0.6% -$10.6K 1.1% 21
2018
Q1 		$1.73M Sell
33,140
-550
-2% -$29.6K 1.16% 18
2017
Q4 		$1.68M Sell
33,690
-400
-1% -$19.3K 1.2% 19
2017
Q3 		$1.6M Sell
34,090
-3,850
-10% -$177K 1.17% 19
2017
Q2 		$1.72M Sell
37,940
-650
-2% -$28.2K 1.27% 15
2017
Q1 		$1.73M Sell
38,590
-100
-0.3% -$4.67K 1.33% 14
2016
Q4 		$1.82M Sell
38,690
-2,000
-5% -$85.1K 1.43% 10
2016
Q3 		$1.53M Sell
40,690
-3,450
-8% -$129K 1.29% 15
2016
Q2 		$1.57M Sell
44,140
-2,000
-4% -$69.9K 1.35% 13
2016
Q1 		$1.53M Buy
46,140
+1,350
+3% +$44.8K 1.31% 14
2015
Q4 		$1.69M Sell
44,790
-1,200
-3% -$45.1K 1.47% 11
2015
Q3 		$1.64M Buy
45,990
+7,750
+20% +$299K 1.56% 11
2015
Q2 		$1.54M Sell
38,240
-4,800
-11% -$190K 1.26% 11
2015
Q1 		$1.68M Buy
43,040
+10,525
+32% +$397K 1.44% 11
2014
Q4 		$1.26M Hold
32,515
– – 1.09% 13
2014
Q3 		$1.21M Buy
32,515
+6,175
+23% +$233K 1.06% 18
2014
Q2 		$1.04M Buy
26,340
+2,100
+9% +$80.5K 0.93% 31
2014
Q1 		$974K Sell
24,240
-410
-2% -$15.7K 0.89% 36
2013
Q4 		$920K Buy
+24,650
New +$852K 0.89% 35

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New England Research & Management's TFC Position: Q2 2026 in Review

New England Research & Management increased its Truist Financial (TFC) stake by 0.25% in Q2 2026, buying an estimated $6.05K and bringing the position to 48,790 shares worth $2.43M. The position accounts for 0.95% of the portfolio, ranked #32.

New England Research & Management first reported a position in TFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.85M in Q1 2022. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • New England Research & Management held 48,790 shares of Truist Financial worth $2.43M as of Q2 2026.
  • New England Research & Management bought 123 Truist Financial shares in Q2 2026, an estimated $6.05K.
  • Truist Financial made up 0.95% of New England Research & Management's portfolio in Q2 2026, its #32 holding.
  • New England Research & Management first reported a position in Truist Financial in Q4 2013 and has held it in 51 quarters since.
  • New England Research & Management's Truist Financial position peaked at $2.85M in Q1 2022.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on New England Research & Management's 13F filing for Q2 2026, filed 9 Jul 2026.