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Newman Dignan & Sheerar Inc’s Truist Financial TFC Stock Holding History

Newman Dignan & Sheerar Inc’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 		$220K Sell
4,424
-97
-2% -$4.77K 0.04% 192
2026
Q1 		$208K Sell
4,521
-840
-16% -$41.5K 0.04% 187
2025
Q4 		$264K Buy
5,361
+329
+7% +$15.2K 0.06% 168
2025
Q3 		$230K Sell
5,032
-2,936
-37% -$132K 0.05% 170
2025
Q2 		$343K Sell
7,968
-1,348
-14% -$52.7K 0.08% 147
2025
Q1 		$383K Sell
9,316
-641
-6% -$28.6K 0.1% 118
2024
Q4 		$432K Sell
9,957
-1,544
-13% -$68.9K 0.11% 116
2024
Q3 		$498K Buy
11,501
+1,532
+15% +$64.7K 0.12% 115
2024
Q2 		$387K Buy
9,969
+65
+0.7% +$2.46K 0.1% 129
2024
Q1 		$386K Sell
9,904
-240
-2% -$8.78K 0.1% 133
2023
Q4 		$375K Buy
+10,144
New +$318K 0.11% 127
2023
Q3 		– Sell
-22,822
Closed -$693K – 181
2023
Q2 		$693K Sell
22,822
-9,891
-30% -$307K 0.21% 99
2023
Q1 		$1.12M Sell
32,713
-1,329
-4% -$58K 0.36% 74
2022
Q4 		$1.46M Buy
34,042
+321
+1% +$14.1K 0.49% 62
2022
Q3 		$1.47K Buy
33,721
+1,497
+5% +$72K 0.23% 57
2022
Q2 		$1.53M Buy
32,224
+5,441
+20% +$268K 0.52% 62
2022
Q1 		$1.52K Sell
26,783
-89
-0.3% -$5.5K 0.29% 58
2021
Q4 		$1.57M Buy
26,872
+889
+3% +$54.3K 0.48% 57
2021
Q3 		$1.52M Buy
25,983
+909
+4% +$50.8K 0.44% 53
2021
Q2 		$1.39M Buy
25,074
+57
+0.2% +$3.35K 0.47% 58
2021
Q1 		$1.46M Buy
25,017
+8
+0% +$438 0.53% 53
2020
Q4 		$1.2K Buy
25,009
+358
+1% +$16.2K 0.19% 62
2020
Q3 		$938K Buy
24,651
+611
+3% +$23K 0.39% 65
2020
Q2 		$895K Buy
24,040
+326
+1% +$11.7K 0.39% 65
2020
Q1 		$743K Sell
23,714
-2,606
-10% -$123K 0.39% 62
2019
Q4 		$1.48K Buy
26,320
+81
+0.3% +$4.39K 0.16% 46
2019
Q3 		$1.4M Sell
26,239
-220
-0.8% -$10.9K 0.66% 42
2019
Q2 		$1.3K Sell
26,459
-420
-2% -$20.6K 0.03% 46
2019
Q1 		$1.25M Sell
26,879
-344
-1% -$16.8K 0.5% 49
2018
Q4 		$1.18K Buy
27,223
+2,820
+12% +$135K 0.1% 54
2018
Q3 		$1.2M Buy
24,403
+3,944
+19% +$202K 0.52% 53
2018
Q2 		$1.03K Buy
20,459
+3
+0% +$159 0.07% 53
2018
Q1 		$1.06M Sell
20,456
-802
-4% -$43.2K 0.54% 51
2017
Q4 		$1.06M Sell
21,258
-691
-3% -$33.4K 0.53% 55
2017
Q3 		$1.03M Sell
21,949
-197
-0.9% -$9.06K 0.55% 52
2017
Q2 		$1.01M Buy
22,146
+2,212
+11% +$96K 0.56% 54
2017
Q1 		$891 Buy
19,934
+433
+2% +$20.2K 0.39% 60
2016
Q4 		$917K Buy
19,501
+4
+0% +$170 0.56% 55
2016
Q3 		$735K Buy
19,497
+4
+0% +$149 0.46% 63
2016
Q2 		$694K Buy
19,493
+3,455
+22% +$121K 0.43% 65
2016
Q1 		$534K Sell
16,038
-400
-2% -$13.3K 0.39% 73
2015
Q4 		$622K Buy
16,438
+3,753
+30% +$141K 0.44% 68
2015
Q3 		$452K Sell
12,685
-194
-2% -$7.49K 0.29% 79
2015
Q2 		$519K Buy
12,879
+701
+6% +$27.7K 0.37% 73
2015
Q1 		$475K Buy
12,178
+966
+9% +$36.4K 0.34% 85
2014
Q4 		$436 Buy
11,212
+201
+2% +$7.57K 0.26% 87
2014
Q3 		$410K Buy
11,011
+551
+5% +$20.8K 0.31% 91
2014
Q2 		$412 Buy
10,460
+70
+0.7% +$2.68K 0.23% 92
2014
Q1 		$417K Buy
10,390
+650
+7% +$24.9K 0.3% 92
2013
Q4 		$363 Buy
9,740
+950
+11% +$32.8K 0.02% 105
2013
Q3 		$296K Buy
8,790
+770
+10% +$26.9K 0.23% 113
2013
Q2 		$272 Buy
+8,020
New +$256K 0.02% 110

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Newman Dignan & Sheerar Inc's TFC Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc reduced its Truist Financial (TFC) stake by 2.1% in Q2 2026, selling an estimated $4.77K and leaving 4,424 shares worth $220K. The position accounts for 0.04% of the portfolio, ranked #192.

Newman Dignan & Sheerar Inc first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.57M in Q4 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 4,424 shares of Truist Financial worth $220K as of Q2 2026.
  • Newman Dignan & Sheerar Inc sold 97 Truist Financial shares in Q2 2026, an estimated $4.77K.
  • Truist Financial made up 0.04% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #192 holding.
  • Newman Dignan & Sheerar Inc first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
  • Newman Dignan & Sheerar Inc's Truist Financial position peaked at $1.57M in Q4 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.