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New York Life Investment Management’s Truist Financial TFC Stock Holding History

New York Life 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 		$8.65M Sell
173,529
-1,829
-1% -$90K 0.06% 253
2026
Q1 		$8.06M Hold
175,358
– – 0.07% 240
2025
Q4 		$8.63M Buy
175,358
+304
+0.2% +$14K 0.07% 218
2025
Q3 		$8M Sell
175,054
-3,007
-2% -$136K 0.07% 240
2025
Q2 		$7.65M Buy
178,061
+2,109
+1% +$82.5K 0.07% 240
2025
Q1 		$7.24M Sell
175,952
-21,329
-11% -$950K 0.07% 239
2024
Q4 		$8.56M Sell
197,281
-884
-0.4% -$39.4K 0.08% 216
2024
Q3 		$8.48M Sell
198,165
-5,857
-3% -$247K 0.08% 225
2024
Q2 		$7.93M Buy
204,022
+2,567
+1% +$97K 0.08% 230
2024
Q1 		$7.85M Sell
201,455
-6,982
-3% -$255K 0.08% 231
2023
Q4 		$7.7M Buy
208,437
+1,452
+0.7% +$45.6K 0.08% 220
2023
Q3 		$5.92M Sell
206,985
-1,177
-0.6% -$36.2K 0.06% 276
2023
Q2 		$6.32M Sell
208,162
-292
-0.1% -$9.07K 0.07% 273
2023
Q1 		$7.11M Buy
208,454
+21
+0% +$917 0.08% 255
2022
Q4 		$8.97M Sell
208,433
-145
-0.1% -$6.36K 0.1% 208
2022
Q3 		$9.08M Sell
208,578
-1,828
-0.9% -$88K 0.11% 195
2022
Q2 		$9.98M Buy
+210,406
New +$10.4M 0.12% 180

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

New York Life Investment Management's TFC Position: Q2 2026 in Review

New York Life Investment Management reduced its Truist Financial (TFC) stake by 1% in Q2 2026, selling an estimated $90K and leaving 173,529 shares worth $8.65M. The position accounts for 0.06% of the portfolio, ranked #253.

New York Life Investment Management first reported a position in TFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $9.98M in Q2 2022. 1,327 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • New York Life Investment Management held 173,529 shares of Truist Financial worth $8.65M as of Q2 2026.
  • New York Life Investment Management sold 1,829 Truist Financial shares in Q2 2026, an estimated $90K.
  • Truist Financial made up 0.06% of New York Life Investment Management's portfolio in Q2 2026, its #253 holding.
  • New York Life Investment Management first reported a position in Truist Financial in Q2 2022 and has held it in 17 quarters since.
  • New York Life Investment Management's Truist Financial position peaked at $9.98M in Q2 2022.
  • 1,327 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.