NIG
TFC icon

NFJ Investment Group’s Truist Financial TFC Stock Holding History

NFJ Investment 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 		$23.3M Sell
467,061
-924
-0.2% -$45.5K 0.79% 42
2026
Q1 		$21.5M Sell
467,985
-18,973
-4% -$938K 0.82% 45
2025
Q4 		$24M Sell
486,958
-84,941
-15% -$3.91M 0.86% 41
2025
Q3 		$26.1M Sell
571,899
-434,178
-43% -$19.6M 0.9% 40
2025
Q2 		$43.3M Sell
1,006,077
-152,903
-13% -$5.98M 1.51% 13
2025
Q1 		$47.7M Sell
1,158,980
-108,384
-9% -$4.83M 1.6% 11
2024
Q4 		$55M Sell
1,267,364
-42,981
-3% -$1.92M 1.77% 8
2024
Q3 		$56M Sell
1,310,345
-144,404
-10% -$6.1M 1.64% 9
2024
Q2 		$56.5M Sell
1,454,749
-65,376
-4% -$2.47M 1.73% 8
2024
Q1 		$59.3M Sell
1,520,125
-80,101
-5% -$2.93M 1.62% 11
2023
Q4 		$59.1M Sell
1,600,226
-297,499
-16% -$9.34M 1.64% 11
2023
Q3 		$54.3M Buy
1,897,725
+531,340
+39% +$16.3M 1.58% 13
2023
Q2 		$41.5M Sell
1,366,385
-169,559
-11% -$5.27M 1.1% 23
2023
Q1 		$52.4M Buy
1,535,944
+446,565
+41% +$19.5M 1.4% 15
2022
Q4 		$46.9M Buy
1,089,379
+555,617
+104% +$24.4M 1.23% 16
2022
Q3 		$23.2M Sell
533,762
-127,176
-19% -$6.12M 0.61% 44
2022
Q2 		$31.3M Buy
+660,938
New +$32.6M 0.75% 33

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

NFJ Investment Group's TFC Position: Q2 2026 in Review

NFJ Investment Group reduced its Truist Financial (TFC) stake by 0.2% in Q2 2026, selling an estimated $45.5K and leaving 467,061 shares worth $23.3M. The position accounts for 0.79% of the portfolio, ranked #42.

NFJ Investment Group first reported a position in TFC in Q2 2022 and has held it in 17 quarters since. The position peaked at $59.3M in Q1 2024. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • NFJ Investment Group held 467,061 shares of Truist Financial worth $23.3M as of Q2 2026.
  • NFJ Investment Group sold 924 Truist Financial shares in Q2 2026, an estimated $45.5K.
  • Truist Financial made up 0.79% of NFJ Investment Group's portfolio in Q2 2026, its #42 holding.
  • NFJ Investment Group first reported a position in Truist Financial in Q2 2022 and has held it in 17 quarters since.
  • NFJ Investment Group's Truist Financial position peaked at $59.3M in Q1 2024.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on NFJ Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.