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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
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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

NorthRock Partners's TFC Position: Q2 2026 in Review

NorthRock Partners reduced its Truist Financial (TFC) stake by 13% in Q2 2026, selling an estimated $29.9K and leaving 4,068 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

NorthRock Partners first reported a position in TFC in Q3 2020 and has held it in 24 quarters since. The position peaked at $749K in Q3 2025. 1,263 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • NorthRock Partners held 4,068 shares of Truist Financial worth $203K as of Q2 2026.
  • NorthRock Partners sold 608 Truist Financial shares in Q2 2026, an estimated $29.9K.
  • Truist Financial made up ﹤0.01% of NorthRock Partners's portfolio in Q2 2026, its #644 holding.
  • NorthRock Partners first reported a position in Truist Financial in Q3 2020 and has held it in 24 quarters since.
  • NorthRock Partners's Truist Financial position peaked at $749K in Q3 2025.
  • 1,263 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.