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Palisade Asset Management’s Truist Financial TFC Stock Holding History

Palisade Asset Management’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
2025
Q4 		– Sell
-419
Closed -$19.2K – 629
2025
Q3 		$19.2K Buy
+419
New +$18.9K ﹤0.01% 340
2024
Q2 		– Sell
-98
Closed -$3.82K – 375
2024
Q1 		$3.82K Buy
+98
New +$3.58K ﹤0.01% 367

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Palisade Asset Management's TFC Position: Q4 2025 in Review

Palisade Asset Management sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 419 shares — an estimated $19.2K sold.

Palisade Asset Management first reported a position in TFC in Q1 2024 and held it in 2 quarters. The position peaked at $19.2K in Q3 2025. 1,670 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Palisade Asset Management reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Palisade Asset Management sold 419 Truist Financial shares in Q4 2025, an estimated $19.2K.
  • Palisade Asset Management first reported a position in Truist Financial in Q1 2024 and held it in 2 quarters.
  • Palisade Asset Management's Truist Financial position peaked at $19.2K in Q3 2025.
  • 1,670 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Palisade Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.