Princeton Global Asset Management’s Truist Financial TFC Stock Holding History

Princeton Global 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
2026 Q2	$61.4K	Buy	1,232 +15	+1%	+$738	0.01%	341
2026 Q1	$55.9K	Sell	1,217 -71	-6%	-$3.51K	0.01%	341
2025 Q4	$63.4K	Buy	1,288 +592	+85%	+$27.3K	0.01%	317
2025 Q3	$31.8K	Hold	696	–	–	0.01%	383
2025 Q2	$29.9K	Buy	+696	New	+$27.2K	0.01%	381
2023 Q4	–	Sell	-34,993	Closed	-$1M	–	672
2023 Q3	$1M	Sell	34,993 -1,114	-3%	-$34.3K	0.28%	80
2023 Q2	$1.1M	Buy	36,107 +1,159	+3%	+$36K	0.32%	74
2023 Q1	$1.19M	Buy	34,948 +12,130	+53%	+$530K	0.34%	73
2022 Q4	$982K	Sell	22,818 -586	-3%	-$25.7K	0.32%	76
2022 Q3	$1.02M	Sell	23,404 -1,001	-4%	-$48.2K	0.36%	71
2022 Q2	$1.16M	Buy	24,405 +460	+2%	+$22.7K	0.37%	71
2022 Q1	$1.36M	Buy	23,945 +866	+4%	+$53.5K	0.38%	75
2021 Q4	$1.35M	Sell	23,079 -415	-2%	-$25.4K	0.38%	77
2021 Q3	$1.38M	Buy	23,494 +766	+3%	+$42.8K	0.42%	71
2021 Q2	$1.26M	Buy	22,728 +1,090	+5%	+$64K	0.38%	73
2021 Q1	$1.26M	Sell	21,638 -1,251	-5%	-$68.6K	0.41%	72
2020 Q4	$1.1M	Buy	22,889 +319	+1%	+$14.4K	0.38%	70
2020 Q3	$859K	Sell	22,570 -4,334	-16%	-$163K	0.35%	82
2020 Q2	$1.01M	Sell	26,904 -357	-1%	-$12.9K	0.32%	95
2020 Q1	$841K	Buy	27,261 +3,234	+13%	+$153K	0.37%	84
2019 Q4	$1.35K	Buy	24,027 +23,692	+7,072%	+$1.28M	0.55%	49
2019 Q3	$18K	Hold	335	–	–	0.01%	272
2019 Q2	$16K	Hold	335	–	–	0.01%	300
2019 Q1	$15K	Buy	+335	New	+$16.3K	0.01%	271

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Princeton Global Asset Management's TFC Position: Q2 2026 in Review

Princeton Global Asset Management increased its Truist Financial (TFC) stake by 1.2% in Q2 2026, buying an estimated $738 and bringing the position to 1,232 shares worth $61.4K. The position accounts for 0.01% of the portfolio, ranked #341.

Princeton Global Asset Management first reported a position in TFC in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.38M in Q3 2021. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Princeton Global Asset Management held 1,232 shares of Truist Financial worth $61.4K as of Q2 2026.
Princeton Global Asset Management bought 15 Truist Financial shares in Q2 2026, an estimated $738.
Truist Financial made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #341 holding.
Princeton Global Asset Management first reported a position in Truist Financial in Q1 2019 and has held it in 24 quarters since.
Princeton Global Asset Management's Truist Financial position peaked at $1.38M in Q3 2021.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.