NF
TFC icon

Nikulski Financial’s Truist Financial TFC Stock Holding History

Nikulski Financial’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 		$215K Buy
+4,307
New +$212K 0.05% 173
2026
Q1 		– Sell
-4,463
Closed -$220K – 180
2025
Q4 		$220K Sell
4,463
-137
-3% -$6.31K 0.05% 162
2025
Q3 		$210K Buy
+4,600
New +$207K 0.05% 148

Other funds holding TFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Citigroup
Citigroup New York $303B AUM 53.02% 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

Nikulski Financial's TFC Position: Q2 2026 in Review

Nikulski Financial opened a new position in Truist Financial (TFC) in Q2 2026: 4,307 shares worth $215K. The stake represents 0.05% of the portfolio and ranks #173 among its holdings. This is a return to the name: Nikulski Financial previously reported a position in TFC as recently as Q4 2025.

Nikulski Financial first reported a position in TFC in Q3 2025 and has held it in 3 quarters since. The position peaked at $220K in Q4 2025. 785 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Nikulski Financial held 4,307 shares of Truist Financial worth $215K as of Q2 2026.
  • Truist Financial was a new Nikulski Financial position in Q2 2026.
  • Truist Financial made up 0.05% of Nikulski Financial's portfolio in Q2 2026, its #173 holding.
  • Nikulski Financial first reported a position in Truist Financial in Q3 2025 and has held it in 3 quarters since.
  • Nikulski Financial's Truist Financial position peaked at $220K in Q4 2025.
  • 785 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.