NMERB
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New Mexico Educational Retirement Board’s Truist Financial TFC Stock Holding History

New Mexico Educational Retirement Board’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 		$3.13M Buy
62,788
+3,600
+6% +$177K 0.08% 238
2026
Q1 		$2.72M Hold
59,188
– – 0.08% 235
2025
Q4 		$2.91M Hold
59,188
– – 0.09% 203
2025
Q3 		$2.71M Sell
59,188
-2,900
-5% -$131K 0.08% 218
2025
Q2 		$2.67M Hold
62,088
– – 0.09% 210
2025
Q1 		$2.56M Sell
62,088
-1,800
-3% -$80.2K 0.09% 201
2024
Q4 		$2.77M Sell
63,888
-1,500
-2% -$66.9K 0.09% 190
2024
Q3 		$2.8M Sell
65,388
-1,800
-3% -$76K 0.09% 193
2024
Q2 		$2.61M Hold
67,188
– – 0.09% 192
2024
Q1 		$2.62M Sell
67,188
-2,100
-3% -$76.8K 0.09% 196
2023
Q4 		$2.56M Hold
69,288
– – 0.1% 185
2023
Q3 		$1.98M Buy
69,288
+4,800
+7% +$148K 0.08% 222
2023
Q2 		$1.96M Buy
64,488
+3,100
+5% +$96.3K 0.09% 220
2023
Q1 		$2.09M Sell
61,388
-2,000
-3% -$87.3K 0.11% 175
2022
Q4 		$2.73M Sell
63,388
-4,700
-7% -$206K 0.15% 128
2022
Q3 		$2.96M Sell
68,088
-5,900
-8% -$284K 0.16% 114
2022
Q2 		$3.51M Sell
73,988
-3,600
-5% -$178K 0.17% 112
2022
Q1 		$4.4M Sell
77,588
-3,900
-5% -$241K 0.16% 104
2021
Q4 		$4.77M Sell
81,488
-6,500
-7% -$397K 0.16% 111
2021
Q3 		$5.16M Sell
87,988
-1,800
-2% -$101K 0.18% 101
2021
Q2 		$4.98M Buy
89,788
+4,600
+5% +$270K 0.17% 106
2021
Q1 		$4.97M Hold
85,188
– – 0.2% 96
2020
Q4 		$4.08M Sell
85,188
-1,200
-1% -$54.3K 0.17% 109
2020
Q3 		$3.29M Sell
86,388
-3,900
-4% -$147K 0.15% 122
2020
Q2 		$3.39M Buy
90,288
+5,900
+7% +$212K 0.16% 118
2020
Q1 		$2.6M Sell
84,388
-19,000
-18% -$898K 0.16% 125
2019
Q4 		$5.82M Buy
103,388
+44,322
+75% +$2.4M 0.24% 80
2019
Q3 		$3.15M Sell
59,066
-3,500
-6% -$173K 0.14% 147
2019
Q2 		$3.07M Sell
62,566
-1,700
-3% -$83.3K 0.13% 157
2019
Q1 		$2.99M Sell
64,266
-1,700
-3% -$82.9K 0.13% 155
2018
Q4 		$2.86M Sell
65,966
-3,600
-5% -$173K 0.14% 148
2018
Q3 		$3.38M Sell
69,566
-2,100
-3% -$108K 0.13% 149
2018
Q2 		$3.62M Sell
71,666
-3,500
-5% -$186K 0.14% 144
2018
Q1 		$3.91M Sell
75,166
-2,500
-3% -$135K 0.15% 134
2017
Q4 		$3.86M Buy
77,666
+2,200
+3% +$106K 0.15% 138
2017
Q3 		$3.54M Hold
75,466
– – 0.17% 145
2017
Q2 		$3.57M Sell
75,466
-6,500
-8% -$282K 0.17% 139
2017
Q1 		$3.66M Sell
81,966
-5,100
-6% -$238K 0.17% 141
2016
Q4 		$4.09M Buy
87,066
+4,000
+5% +$170K 0.19% 130
2016
Q3 		$3.13M Sell
83,066
-12,600
-13% -$469K 0.16% 159
2016
Q2 		$3.41M Buy
95,666
+9,300
+11% +$325K 0.15% 157
2016
Q1 		$2.87M Buy
86,366
+1,700
+2% +$56.5K 0.14% 177
2015
Q4 		$3.2M Sell
84,666
-2,700
-3% -$102K 0.15% 157
2015
Q3 		$3.11M Buy
87,366
+11,200
+15% +$432K 0.15% 164
2015
Q2 		$3.07M Sell
76,166
-7,500
-9% -$297K 0.15% 169
2015
Q1 		$3.26M Sell
83,666
-3,500
-4% -$132K 0.14% 181
2014
Q4 		$3.39M Sell
87,166
-8,800
-9% -$331K 0.14% 177
2014
Q3 		$3.57M Buy
95,966
+3,800
+4% +$143K 0.14% 170
2014
Q2 		$3.63M Hold
92,166
– – 0.15% 175
2014
Q1 		$3.7M Buy
+92,166
New +$3.53M 0.16% 165
2013
Q3 		– Sell
-111,266
Closed -$3.77M – 943
2013
Q2 		$3.77M Buy
+111,266
New +$3.55M 0.15% 152

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 Mexico Educational Retirement Board's TFC Position: Q2 2026 in Review

New Mexico Educational Retirement Board increased its Truist Financial (TFC) stake by 6.1% in Q2 2026, buying an estimated $177K and bringing the position to 62,788 shares worth $3.13M. The position accounts for 0.08% of the portfolio, ranked #238.

New Mexico Educational Retirement Board first reported a position in TFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $5.82M in Q4 2019. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • New Mexico Educational Retirement Board held 62,788 shares of Truist Financial worth $3.13M as of Q2 2026.
  • New Mexico Educational Retirement Board bought 3,600 Truist Financial shares in Q2 2026, an estimated $177K.
  • Truist Financial made up 0.08% of New Mexico Educational Retirement Board's portfolio in Q2 2026, its #238 holding.
  • New Mexico Educational Retirement Board first reported a position in Truist Financial in Q2 2013 and has held it in 51 quarters since.
  • New Mexico Educational Retirement Board's Truist Financial position peaked at $5.82M in Q4 2019.
  • 740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on New Mexico Educational Retirement Board's 13F filing for Q2 2026, filed 29 Jul 2026.