NorthRock Partners
TFC icon

NorthRock Partners’s Truist Financial TFC Stock Holding History

NorthRock Partners’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
Q3 		– Sell
-4,068
Closed -$203K – 746
2026
Q2 		$203K Sell
4,068
-608
-13% -$29.9K ﹤0.01% 644
2026
Q1 		$215K Buy
4,676
+14
+0.3% +$692 ﹤0.01% 610
2025
Q4 		$229K Sell
4,662
-11,723
-72% -$540K ﹤0.01% 531
2025
Q3 		$749K Buy
16,385
+1,347
+9% +$60.7K 0.01% 415
2025
Q2 		$646K Buy
15,038
+3,489
+30% +$137K 0.02% 339
2025
Q1 		$475K Sell
11,549
-1,414
-11% -$63K 0.02% 360
2024
Q4 		$562K Buy
12,963
+112
+0.9% +$5K 0.02% 329
2024
Q3 		$550K Buy
12,851
+869
+7% +$36.7K 0.02% 349
2024
Q2 		$466K Buy
11,982
+1,110
+10% +$41.9K 0.02% 360
2024
Q1 		$424K Sell
10,872
-719
-6% -$26.3K 0.02% 397
2023
Q4 		$428K Buy
11,591
+2,172
+23% +$68.2K 0.02% 364
2023
Q3 		$269K Buy
9,419
+1,696
+22% +$52.2K 0.03% 261
2023
Q2 		$234K Sell
7,723
-3,064
-28% -$95.2K 0.03% 262
2023
Q1 		$368K Sell
10,787
-451
-4% -$19.7K 0.04% 184
2022
Q4 		$484K Sell
11,238
-1,265
-10% -$55.5K 0.06% 159
2022
Q3 		$544K Sell
12,503
-265
-2% -$12.8K 0.06% 135
2022
Q2 		$606K Buy
12,768
+20
+0.2% +$986 0.06% 131
2022
Q1 		$723K Buy
12,748
+167
+1% +$10.3K 0.07% 131
2021
Q4 		$737K Buy
12,581
+2,213
+21% +$135K 0.06% 127
2021
Q3 		$608K Buy
10,368
+1,473
+17% +$82.3K 0.05% 140
2021
Q2 		$494K Buy
8,895
+500
+6% +$29.4K 0.04% 141
2021
Q1 		$490K Buy
8,395
+1,636
+24% +$89.7K 0.04% 123
2020
Q4 		$324K Buy
6,759
+47
+0.7% +$2.13K 0.03% 166
2020
Q3 		$255K Buy
+6,712
New +$253K 0.03% 182

Other funds holding TFC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

NorthRock Partners's TFC Position: Q3 2026 in Review

NorthRock Partners sold out of Truist Financial (TFC) in Q3 2026, closing a stake of 4,068 shares — an estimated $203K sold.

NorthRock Partners first reported a position in TFC in Q3 2020 and held it in 24 quarters. The position peaked at $749K in Q3 2025. 1,430 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • NorthRock Partners reported no remaining Truist Financial position as of Q3 2026 after selling out during the quarter.
  • NorthRock Partners sold 4,068 Truist Financial shares in Q3 2026, an estimated $203K.
  • NorthRock Partners first reported a position in Truist Financial in Q3 2020 and held it in 24 quarters.
  • NorthRock Partners's Truist Financial position peaked at $749K in Q3 2025.
  • 1,430 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on NorthRock Partners's 13F filing for Q3 2026, filed 13 Nov 2026.