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NorthStar Asset Management (Pennsylvania)’s Truist Financial TFC Stock Holding History

NorthStar Asset Management (Pennsylvania)’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 		$155K Buy
+3,000
New +$148K 0.03% 147
2025
Q3 		– Sell
-5,000
Closed -$215K – 147
2025
Q2 		$215K Sell
5,000
-2,193
-30% -$85.8K 0.05% 141
2025
Q1 		$296K Hold
7,193
– – 0.07% 124
2024
Q4 		$312K Hold
7,193
– – 0.07% 121
2024
Q3 		$308K Hold
7,193
– – 0.07% 126
2024
Q2 		$279K Buy
+7,193
New +$272K 0.07% 129

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 $3.38T AUM 44.17% 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

NorthStar Asset Management (Pennsylvania)'s TFC Position: Q2 2026 in Review

NorthStar Asset Management (Pennsylvania) opened a new position in Truist Financial (TFC) in Q2 2026: 3,000 shares worth $155K. The stake represents 0.03% of the portfolio and ranks #147 among its holdings. This is a return to the name: NorthStar Asset Management (Pennsylvania) previously reported a position in TFC as recently as Q2 2025.

NorthStar Asset Management (Pennsylvania) first reported a position in TFC in Q2 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2024. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • NorthStar Asset Management (Pennsylvania) held 3,000 shares of Truist Financial worth $155K as of Q2 2026.
  • Truist Financial was a new NorthStar Asset Management (Pennsylvania) position in Q2 2026.
  • Truist Financial made up 0.03% of NorthStar Asset Management (Pennsylvania)'s portfolio in Q2 2026, its #147 holding.
  • NorthStar Asset Management (Pennsylvania) first reported a position in Truist Financial in Q2 2024 and has held it in 6 quarters since.
  • NorthStar Asset Management (Pennsylvania)'s Truist Financial position peaked at $312K in Q4 2024.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on NorthStar Asset Management (Pennsylvania)'s 13F filing for Q2 2026, filed 27 Jul 2026.