Perpetual Ltd’s Truist Financial TFC Stock Holding History

Perpetual Ltd’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	$816K	Hold	16,374	–	–	0.01%	252
2026 Q1	$753K	Buy	+16,374	New	+$809K	0.01%	254
2025 Q3	–	Sell	-7,250	Closed	-$312K	–	449
2025 Q2	$312K	Sell	7,250 -3,601	-33%	-$141K	﹤0.01%	373
2025 Q1	$447K	Hold	10,851	–	–	0.01%	337
2024 Q4	$471K	Hold	10,851	–	–	0.01%	332
2024 Q3	$464K	Hold	10,851	–	–	0.01%	331
2024 Q2	$422K	Hold	10,851	–	–	﹤0.01%	349
2024 Q1	$398K	Hold	10,851	–	–	﹤0.01%	365
2023 Q4	$401K	Sell	10,851 -2,499	-19%	-$78.5K	﹤0.01%	358
2023 Q3	$382K	Buy	+13,350	New	+$411K	﹤0.01%	377
2023 Q2	–	Sell	-30,274	Closed	-$1.03M	–	511
2023 Q1	$1.03M	Buy	+30,274	New	+$1.32M	0.01%	326
2020 Q3	$172K	Hold	4,518	–	–	0.01%	280
2020 Q2	$170K	Buy	+4,518	New	+$163K	0.02%	209
2020 Q1	–	Sell	-4,518	Closed	-$254K	–	250
2019 Q4	$254K	Hold	4,518	–	–	0.04%	147
2019 Q3	$241K	Hold	4,518	–	–	0.04%	144
2019 Q2	$222K	Hold	4,518	–	–	0.04%	153
2019 Q1	$210K	Buy	+4,518	New	+$220K	0.03%	158
2018 Q4	–	Sell	-4,518	Closed	-$219K	–	180
2018 Q3	$219K	Hold	4,518	–	–	0.03%	168
2018 Q2	$228K	Buy	+4,518	New	+$240K	0.03%	155
2018 Q1	–	Sell	-4,618	Closed	-$232K	–	182
2017 Q4	$232K	Hold	4,618	–	–	0.03%	161
2017 Q3	$220K	Hold	4,618	–	–	0.03%	162
2017 Q2	$210K	Hold	4,618	–	–	0.02%	246
2017 Q1	$205K	Buy	+4,618	New	+$216K	0.02%	184

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Perpetual Ltd's TFC Position: Q2 2026 in Review

Perpetual Ltd held its Truist Financial (TFC) position steady in Q2 2026 at 16,374 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #252.

Perpetual Ltd first reported a position in TFC in Q1 2017 and has held it in 23 quarters since. The position peaked at $1.03M in Q1 2023. 652 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Perpetual Ltd held 16,374 shares of Truist Financial worth $816K as of Q2 2026.
Perpetual Ltd left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #252 holding.
Perpetual Ltd first reported a position in Truist Financial in Q1 2017 and has held it in 23 quarters since.
Perpetual Ltd's Truist Financial position peaked at $1.03M in Q1 2023.
652 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.