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Plato Investment Management’s Truist Financial TFC Stock Holding History

Plato Investment 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
2026
Q2 		$3.01M Buy
60,771
+16,717
+38% +$822K 0.17% 128
2026
Q1 		$2.03M Buy
44,054
+36,394
+475% +$1.8M 0.14% 161
2025
Q4 		$379K Sell
7,660
-18,097
-70% -$833K 0.02% 363
2025
Q3 		$1.17M Buy
25,757
+4,575
+22% +$206K 0.08% 243
2025
Q2 		$907K Buy
21,182
+4,383
+26% +$171K 0.07% 274
2025
Q1 		$699K Buy
16,799
+4,078
+32% +$182K 0.06% 292
2024
Q4 		$554K Hold
12,721
– – 0.04% 330
2024
Q3 		$544K Buy
12,721
+6,184
+95% +$261K 0.04% 309
2024
Q2 		$254K Buy
6,537
+2,125
+48% +$80.3K 0.02% 322
2024
Q1 		$172K Buy
4,412
+1,556
+54% +$56.9K 0.02% 327
2023
Q4 		$105K Buy
+2,856
New +$89.7K 0.13% 153

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plato Investment Management's TFC Position: Q2 2026 in Review

Plato Investment Management increased its Truist Financial (TFC) stake by 38% in Q2 2026, buying an estimated $822K and bringing the position to 60,771 shares worth $3.01M. The position accounts for 0.17% of the portfolio, ranked #128.

Plato Investment Management first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Plato Investment Management held 60,771 shares of Truist Financial worth $3.01M as of Q2 2026.
  • Plato Investment Management bought 16,717 Truist Financial shares in Q2 2026, an estimated $822K.
  • Truist Financial made up 0.17% of Plato Investment Management's portfolio in Q2 2026, its #128 holding.
  • Plato Investment Management first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.