PAS
TFC icon

Park Avenue Securities’s Truist Financial TFC Stock Holding History

Park Avenue Securities’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 		$3.13M Buy
62,761
+3,569
+6% +$176K 0.02% 516
2026
Q1 		$2.72M Buy
59,192
+5,742
+11% +$284K 0.02% 464
2025
Q4 		$2.63M Buy
53,450
+4,836
+10% +$223K 0.02% 453
2025
Q3 		$2.22M Buy
48,614
+1,050
+2% +$47.3K 0.02% 548
2025
Q2 		$2.04M Sell
47,564
-3,597
-7% -$141K 0.02% 510
2025
Q1 		$2.1M Buy
51,161
+5,800
+13% +$258K 0.03% 386
2024
Q4 		$1.97M Buy
45,361
+12,798
+39% +$571K 0.02% 487
2024
Q3 		$1.39M Sell
32,563
-3,573
-10% -$151K 0.02% 545
2024
Q2 		$1.4M Buy
36,136
+1,181
+3% +$44.6K 0.02% 529
2024
Q1 		$1.36M Buy
34,955
+492
+1% +$18K 0.02% 528
2023
Q4 		$1.27M Sell
34,463
-3,075
-8% -$96.5K 0.02% 523
2023
Q3 		$1.07M Sell
37,538
-1,081
-3% -$33.2K 0.02% 532
2023
Q2 		$1.17M Buy
38,619
+2,899
+8% +$90K 0.02% 443
2023
Q1 		$1.22M Buy
35,720
+2,881
+9% +$126K 0.02% 407
2022
Q4 		$1.41M Buy
32,839
+1,697
+5% +$74.4K 0.03% 391
2022
Q3 		$1.36M Buy
31,142
+3,309
+12% +$159K 0.03% 356
2022
Q2 		$1.32M Buy
27,833
+4,154
+18% +$205K 0.03% 373
2022
Q1 		$1.34M Buy
23,679
+1,292
+6% +$79.8K 0.02% 377
2021
Q4 		$1.31M Buy
22,387
+2,213
+11% +$135K 0.02% 368
2021
Q3 		$1.18M Buy
20,174
+3,976
+25% +$222K 0.02% 361
2021
Q2 		$899K Sell
16,198
-1,639
-9% -$96.3K 0.02% 436
2021
Q1 		$1.04M Buy
17,837
+4,730
+36% +$259K 0.03% 331
2020
Q4 		$628K Buy
13,107
+765
+6% +$34.6K 0.02% 445
2020
Q3 		$470K Buy
12,342
+2,684
+28% +$101K 0.02% 442
2020
Q2 		$363K Sell
9,658
-1,888
-16% -$68K 0.01% 456
2020
Q1 		$356K Sell
11,546
-19,252
-63% -$910K 0.03% 217
2019
Q4 		$1.74M Buy
30,798
+7,796
+34% +$422K 0.07% 119
2019
Q3 		$1.23M Buy
23,002
+4,236
+23% +$210K 0.06% 135
2019
Q2 		$922K Buy
18,766
+1,094
+6% +$53.6K 0.1% 72
2019
Q1 		$849K Buy
+17,672
New +$862K 0.05% 151

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Park Avenue Securities's TFC Position: Q2 2026 in Review

Park Avenue Securities increased its Truist Financial (TFC) stake by 6% in Q2 2026, buying an estimated $176K and bringing the position to 62,761 shares worth $3.13M. The position accounts for 0.02% of the portfolio, ranked #516.

Park Avenue Securities first reported a position in TFC in Q1 2019 and has held it in 30 quarters since. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Park Avenue Securities held 62,761 shares of Truist Financial worth $3.13M as of Q2 2026.
  • Park Avenue Securities bought 3,569 Truist Financial shares in Q2 2026, an estimated $176K.
  • Truist Financial made up 0.02% of Park Avenue Securities's portfolio in Q2 2026, its #516 holding.
  • Park Avenue Securities first reported a position in Truist Financial in Q1 2019 and has held it in 30 quarters since.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.