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Newbridge Financial Services Group’s Truist Financial TFC Stock Holding History

Newbridge Financial Services Group’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 		$40.6K Buy
+815
New +$40.1K 0.01% 534
2026
Q1 		– Sell
-4,126
Closed -$203K – 1254
2025
Q4 		$203K Sell
4,126
-143
-3% -$6.59K 0.03% 229
2025
Q3 		$195K Buy
4,269
+14
+0.3% +$631 0.03% 303
2025
Q2 		$183K Buy
4,255
+273
+7% +$10.7K 0.03% 306
2025
Q1 		$164K Sell
3,982
-470
-11% -$20.9K 0.04% 213
2024
Q4 		$193K Buy
4,452
+3,949
+785% +$176K 0.05% 213
2024
Q3 		$21.5K Buy
503
+128
+34% +$5.41K 0.01% 354
2024
Q2 		$14.6K Sell
375
-1,415
-79% -$53.5K 0.01% 640
2024
Q1 		$69.8K Buy
1,790
+290
+19% +$10.6K 0.03% 340
2023
Q4 		$55.4K Sell
1,500
-2,016
-57% -$63.3K 0.03% 369
2023
Q3 		$101K Buy
3,516
+108
+3% +$3.32K 0.05% 296
2023
Q2 		$103K Buy
3,408
+2,326
+215% +$72.2K 0.05% 309
2023
Q1 		$36.9K Buy
1,082
+323
+43% +$14.1K 0.02% 538
2022
Q4 		$32.7K Buy
759
+136
+22% +$5.97K 0.02% 570
2022
Q3 		$27K Buy
623
+528
+556% +$25.4K 0.02% 613
2022
Q2 		$4K Buy
95
+1
+1% +$49 ﹤0.01% 1070
2022
Q1 		$5K Sell
94
-599
-86% -$37K ﹤0.01% 1116
2021
Q4 		$41K Buy
693
+32
+5% +$1.96K 0.02% 520
2021
Q3 		$39K Sell
661
-32
-5% -$1.79K 0.02% 481
2021
Q2 		$38K Buy
693
+43
+7% +$2.53K 0.02% 530
2021
Q1 		$38K Buy
650
+95
+17% +$5.21K 0.03% 470
2020
Q4 		$27K Buy
+555
New +$25.1K 0.02% 470

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

Newbridge Financial Services Group's TFC Position: Q2 2026 in Review

Newbridge Financial Services Group opened a new position in Truist Financial (TFC) in Q2 2026: 815 shares worth $40.6K. The stake represents 0.01% of the portfolio and ranks #534 among its holdings. This is a return to the name: Newbridge Financial Services Group previously reported a position in TFC as recently as Q4 2025.

Newbridge Financial Services Group first reported a position in TFC in Q4 2020 and has held it in 22 quarters since. The position peaked at $203K in Q4 2025. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Newbridge Financial Services Group held 815 shares of Truist Financial worth $40.6K as of Q2 2026.
  • Truist Financial was a new Newbridge Financial Services Group position in Q2 2026.
  • Truist Financial made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #534 holding.
  • Newbridge Financial Services Group first reported a position in Truist Financial in Q4 2020 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's Truist Financial position peaked at $203K in Q4 2025.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.