PGGM Investments’s Truist Financial TFC Stock Holding History

PGGM Investments’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 Q2	–	Sell	-132,961	Closed	-$5.47M	–	308
2025 Q1	$5.47M	Buy	132,961 +42,944	+48%	+$1.91M	0.07%	194
2024 Q4	$3.9M	Buy	90,017 +85,281	+1,801%	+$3.81M	0.05%	215
2024 Q3	$203K	Sell	4,736 -10,943	-70%	-$462K	﹤0.01%	338
2024 Q2	$609K	Hold	15,679	–	–	0.01%	311
2024 Q1	$611K	Buy	+15,679	New	+$574K	0.01%	320
2023 Q2	–	Sell	-84,879	Closed	-$2.89M	–	400
2023 Q1	$2.89M	Buy	84,879 +2,305	+3%	+$101K	0.05%	265
2022 Q4	$3.55M	Sell	82,574 -5,424	-6%	-$238K	0.06%	231
2022 Q3	$3.83M	Buy	+87,998	New	+$4.23M	0.07%	233
2021 Q3	–	Sell	-68,585	Closed	-$3.81M	–	433
2021 Q2	$3.81M	Buy	68,585 +58,722	+595%	+$3.45M	0.02%	317
2021 Q1	$575K	Buy	+9,863	New	+$541K	﹤0.01%	360
2020 Q1	–	Sell	-17,795	Closed	-$1M	–	268
2019 Q4	$1M	Sell	17,795 -924,760	-98%	-$50.1M	0.01%	244
2019 Q3	$50.3M	Hold	942,555	–	–	0.24%	118
2019 Q2	$46.3M	Hold	942,555	–	–	0.23%	120
2019 Q1	$43.9M	Hold	942,555	–	–	0.22%	119
2018 Q4	$40.8M	Hold	942,555	–	–	0.24%	116
2018 Q3	$45.8M	Buy	942,555 +89,845	+11%	+$4.61M	0.24%	116
2018 Q2	$43M	Buy	852,710 +66,310	+8%	+$3.52M	0.24%	119
2018 Q1	$40.9M	Hold	786,400	–	–	0.23%	124
2017 Q4	$39.1M	Buy	786,400 +107,848	+16%	+$5.21M	0.22%	131
2017 Q3	$31.9M	Buy	678,552 +188,208	+38%	+$8.65M	0.16%	188
2017 Q2	$22.3M	Sell	490,344 -2,430	-0.5%	-$106K	0.11%	241
2017 Q1	$22M	Sell	492,774 -30,929	-6%	-$1.45M	0.11%	233
2016 Q4	$24.6M	Sell	523,703 -21,332	-4%	-$907K	0.13%	225
2016 Q3	$20.6M	Sell	545,035 -2,511	-0.5%	-$93.5K	0.1%	237
2016 Q2	$19.5M	Buy	547,546 +72,273	+15%	+$2.53M	0.1%	238
2016 Q1	$15.8M	Buy	475,273 +11,554	+2%	+$384K	0.08%	255
2015 Q4	$17.5M	Sell	463,719 -18,234	-4%	-$686K	0.09%	245
2015 Q3	$17.2M	Buy	481,953 +3,499	+0.7%	+$135K	0.09%	250
2015 Q2	$19.3M	Sell	478,454 -25,498	-5%	-$1.01M	0.1%	257
2015 Q1	$19.6M	Sell	503,952 -57,218	-10%	-$2.16M	0.09%	267
2014 Q4	$21.8M	Buy	561,170 +7,889	+1%	+$297K	0.1%	265
2014 Q3	$20.6M	Buy	553,281 +17,510	+3%	+$661K	0.1%	277
2014 Q2	$21.1M	Buy	535,771 +20,192	+4%	+$774K	0.1%	270
2014 Q1	$20.7M	Buy	515,579 +10,641	+2%	+$407K	0.11%	265
2013 Q4	$18.8M	Hold	504,938	–	–	0.1%	200
2013 Q3	$17M	Buy	504,938 +25,395	+5%	+$887K	0.1%	205
2013 Q2	$16.2M	Buy	+479,543	New	+$15.3M	0.1%	204

Other funds holding TFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PGGM Investments's TFC Position: Q2 2025 in Review

PGGM Investments sold out of Truist Financial (TFC) in Q2 2025, closing a stake of 132,961 shares — an estimated $5.47M sold.

PGGM Investments first reported a position in TFC in Q2 2013 and held it in 37 quarters. The position peaked at $50.3M in Q3 2019. 1,548 funds tracked by Wall St. Rank hold TFC as of Q2 2025.

PGGM Investments reported no remaining Truist Financial position as of Q2 2025 after selling out during the quarter.
PGGM Investments sold 132,961 Truist Financial shares in Q2 2025, an estimated $5.47M.
PGGM Investments first reported a position in Truist Financial in Q2 2013 and held it in 37 quarters.
PGGM Investments's Truist Financial position peaked at $50.3M in Q3 2019.
1,548 funds tracked by Wall St. Rank held Truist Financial as of Q2 2025.

Based on PGGM Investments's 13F filing for Q2 2025, filed 18 Jul 2025.