Northwestern Mutual Wealth Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $65.7M | Buy |
1,429,998
+50,304
| +4% | +$2.49M | 0.04% | 229 |
|
|
2025
Q4 | $67.9M | Buy |
1,379,694
+42,494
| +3% | +$1.96M | 0.04% | 218 |
|
|
2025
Q3 | $61.1M | Buy |
1,337,200
+1,102,192
| +469% | +$49.7M | 0.04% | 220 |
|
|
2025
Q2 | $10.1M | Buy |
235,008
+9,811
| +4% | +$384K | 0.01% | 505 |
|
|
2025
Q1 | $9.27M | Sell |
225,197
-17,012
| -7% | -$758K | 0.01% | 498 |
|
|
2024
Q4 | $10.5M | Buy |
242,209
+5,737
| +2% | +$256K | 0.01% | 459 |
|
|
2024
Q3 | $10.1M | Buy |
236,472
+120
| +0.1% | +$5.07K | 0.01% | 450 |
|
|
2024
Q2 | $9.18M | Buy |
236,352
+34,681
| +17% | +$1.31M | 0.01% | 444 |
|
|
2024
Q1 | $7.86M | Sell |
201,671
-6,038
| -3% | -$221K | 0.01% | 468 |
|
|
2023
Q4 | $7.67M | Sell |
207,709
-18,488
| -8% | -$580K | 0.01% | 437 |
|
|
2023
Q3 | $6.47M | Sell |
226,197
-328,176
| -59% | -$10.1M | 0.01% | 452 |
|
|
2023
Q2 | $16.8M | Buy |
554,373
+59,188
| +12% | +$1.84M | 0.02% | 291 |
|
|
2023
Q1 | $16.9M | Buy |
495,185
+311,419
| +169% | +$13.6M | 0.02% | 280 |
|
|
2022
Q4 | $7.91M | Sell |
183,766
-11,754
| -6% | -$516K | 0.01% | 373 |
|
|
2022
Q3 | $8.51M | Buy |
195,520
+23,031
| +13% | +$1.11M | 0.01% | 322 |
|
|
2022
Q2 | $8.18M | Buy |
172,489
+18,625
| +12% | +$919K | 0.01% | 322 |
|
|
2022
Q1 | $8.72M | Buy |
153,864
+5,387
| +4% | +$333K | 0.01% | 329 |
|
|
2021
Q4 | $8.69M | Buy |
148,477
+9,544
| +7% | +$583K | 0.01% | 315 |
|
|
2021
Q3 | $8.15M | Buy |
138,933
+11,262
| +9% | +$629K | 0.01% | 299 |
|
|
2021
Q2 | $7.08M | Sell |
127,671
-11,204
| -8% | -$658K | 0.01% | 304 |
|
|
2021
Q1 | $8.1M | Buy |
138,875
+23,678
| +21% | +$1.3M | 0.02% | 266 |
|
|
2020
Q4 | $5.52M | Buy |
115,197
+30,834
| +37% | +$1.4M | 0.01% | 307 |
|
|
2020
Q3 | $3.21M | Buy |
84,363
+20,048
| +31% | +$755K | 0.01% | 355 |
|
|
2020
Q2 | $2.41M | Sell |
64,315
-11,579
| -15% | -$417K | 0.01% | 371 |
|
|
2020
Q1 | $2.34M | Buy |
75,894
+14,574
| +24% | +$689K | 0.01% | 335 |
|
|
2019
Q4 | $3.45M | Buy |
61,320
+5,983
| +11% | +$324K | 0.01% | 312 |
|
|
2019
Q3 | $2.95M | Sell |
55,337
-2,270
| -4% | -$112K | 0.01% | 323 |
|
|
2019
Q2 | $2.83M | Buy |
57,607
+749
| +1% | +$36.7K | 0.01% | 326 |
|
|
2019
Q1 | $2.65M | Buy |
56,858
+15,235
| +37% | +$743K | 0.01% | 321 |
|
|
2018
Q4 | $1.8M | Buy |
41,623
+899
| +2% | +$43.2K | 0.01% | 354 |
|
|
2018
Q3 | $1.98M | Sell |
40,724
-3,277
| -7% | -$168K | 0.01% | 329 |
|
|
2018
Q2 | $2.22M | Sell |
44,001
-2,162
| -5% | -$115K | 0.01% | 295 |
|
|
2018
Q1 | $2.4M | Buy |
46,163
+7,471
| +19% | +$402K | 0.01% | 270 |
|
|
2017
Q4 | $1.92M | Buy |
38,692
+4,436
| +13% | +$214K | 0.01% | 284 |
|
|
2017
Q3 | $1.61M | Buy |
34,256
+1,506
| +5% | +$69.2K | 0.01% | 288 |
|
|
2017
Q2 | $1.49M | Buy |
32,750
+7,442
| +29% | +$323K | 0.01% | 292 |
|
|
2017
Q1 | $1.13M | Buy |
25,308
+6,189
| +32% | +$289K | 0.01% | 314 |
|
|
2016
Q4 | $899K | Buy |
+19,119
| New | +$813K | 0.01% | 348 |
|
|
2016
Q3 | – | Sell |
-15,740
| Closed | -$561K | – | 1391 |
|
|
2016
Q2 | $561K | Buy |
15,740
+1,340
| +9% | +$46.8K | 0.01% | 385 |
|
|
2016
Q1 | $479K | Sell |
14,400
-295
| -2% | -$9.8K | 0.01% | 400 |
|
|
2015
Q4 | $556K | Buy |
14,695
+3,688
| +34% | +$139K | 0.01% | 335 |
|
|
2015
Q3 | $392K | Buy |
11,007
+1,333
| +14% | +$51.4K | 0.01% | 371 |
|
|
2015
Q2 | $390K | Buy |
9,674
+304
| +3% | +$12K | 0.01% | 365 |
|
|
2015
Q1 | $365K | Buy |
9,370
+381
| +4% | +$14.4K | 0.01% | 362 |
|
|
2014
Q4 | $350K | Buy |
8,989
+1,733
| +24% | +$65.2K | 0.01% | 353 |
|
|
2014
Q3 | $270K | Sell |
7,256
-82
| -1% | -$3.1K | 0.01% | 369 |
|
|
2014
Q2 | $289K | Sell |
7,338
-96
| -1% | -$3.68K | 0.01% | 342 |
|
|
2014
Q1 | $299K | Sell |
7,434
-1,283
| -15% | -$49.1K | 0.01% | 332 |
|
|
2013
Q4 | $325K | Buy |
8,717
+137
| +2% | +$4.74K | 0.01% | 313 |
|
|
2013
Q3 | $290K | Sell |
8,580
-503
| -6% | -$17.6K | 0.02% | 303 |
|
|
2013
Q2 | $307K | Buy |
+9,083
| New | +$290K | 0.02% | 294 |
|
Other funds holding TFC
VCM
VPM
Northwestern Mutual Wealth Management's TFC Position: Q1 2026 in Review
Northwestern Mutual Wealth Management increased its Truist Financial (TFC) stake by 3.6% in Q1 2026, buying an estimated $2.49M and bringing the position to 1,429,998 shares worth $65.7M. The position accounts for 0.04% of the portfolio, ranked #229.
Northwestern Mutual Wealth Management first reported a position in TFC in Q2 2013 and has held it in 51 quarters since. The position peaked at $67.9M in Q4 2025. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Northwestern Mutual Wealth Management held 1,429,998 shares of Truist Financial worth $65.7M as of Q1 2026.
- Northwestern Mutual Wealth Management bought 50,304 Truist Financial shares in Q1 2026, an estimated $2.49M.
- Truist Financial made up 0.04% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #229 holding.
- Northwestern Mutual Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 51 quarters since.
- Northwestern Mutual Wealth Management's Truist Financial position peaked at $67.9M in Q4 2025.
- 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.