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NorthAvenue LLC’s Truist Financial TFC Stock Holding History

NorthAvenue LLC’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 		$1.05K Hold
21
– – ﹤0.01% 230
2026
Q1 		$966 Hold
21
– – ﹤0.01% 198
2025
Q4 		$1.03K Buy
+21
New +$967 ﹤0.01% 206

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
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
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NorthAvenue LLC's TFC Position: Q2 2026 in Review

NorthAvenue LLC held its Truist Financial (TFC) position steady in Q2 2026 at 21 shares worth $1.05K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

NorthAvenue LLC first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. 700 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • NorthAvenue LLC held 21 shares of Truist Financial worth $1.05K as of Q2 2026.
  • NorthAvenue LLC left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #230 holding.
  • NorthAvenue LLC first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • 700 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.