Principal Financial Group
TFC icon

Principal Financial Group’s Truist Financial TFC Stock Holding History

Principal Financial Group’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 		$68.7M Sell
1,379,396
-21,838
-2% -$1.07M 0.03% 415
2026
Q1 		$64.4M Sell
1,401,234
-9,657
-0.7% -$477K 0.03% 406
2025
Q4 		$69.4M Buy
1,410,891
+32,865
+2% +$1.51M 0.04% 371
2025
Q3 		$63M Sell
1,378,026
-33,032
-2% -$1.49M 0.03% 399
2025
Q2 		$60.7M Sell
1,411,058
-55,413
-4% -$2.17M 0.03% 402
2025
Q1 		$60.3M Sell
1,466,471
-19,729
-1% -$879K 0.03% 405
2024
Q4 		$64.5M Sell
1,486,200
-25,099
-2% -$1.12M 0.04% 399
2024
Q3 		$64.6M Buy
1,511,299
+50,637
+3% +$2.14M 0.04% 397
2024
Q2 		$56.7M Sell
1,460,662
-19,753
-1% -$746K 0.03% 407
2024
Q1 		$57.7M Sell
1,480,415
-14,469
-1% -$529K 0.03% 435
2023
Q4 		$55.2M Sell
1,494,884
-2,652
-0.2% -$83.3K 0.04% 409
2023
Q3 		$42.8M Buy
1,497,536
+5,114
+0.3% +$157K 0.03% 461
2023
Q2 		$45.3M Sell
1,492,422
-28,048
-2% -$871K 0.03% 456
2023
Q1 		$51.8M Buy
1,520,470
+23,300
+2% +$1.02M 0.04% 412
2022
Q4 		$64.4M Sell
1,497,170
-39,713
-3% -$1.74M 0.05% 325
2022
Q3 		$66.9M Sell
1,536,883
-35,751
-2% -$1.72M 0.05% 296
2022
Q2 		$74.6M Buy
1,572,634
+16,290
+1% +$803K 0.06% 289
2022
Q1 		$88.2M Sell
1,556,344
-14,472
-0.9% -$894K 0.06% 282
2021
Q4 		$92M Sell
1,570,816
-39,737
-2% -$2.43M 0.05% 279
2021
Q3 		$94.5M Sell
1,610,553
-11,733
-0.7% -$656K 0.06% 268
2021
Q2 		$90M Buy
1,622,286
+26,224
+2% +$1.54M 0.06% 275
2021
Q1 		$93.1M Sell
1,596,062
-111,256
-7% -$6.1M 0.07% 266
2020
Q4 		$81.8M Sell
1,707,318
-120,256
-7% -$5.44M 0.06% 286
2020
Q3 		$69.5M Sell
1,827,574
-1,966,067
-52% -$74.1M 0.06% 296
2020
Q2 		$142M Sell
3,793,641
-632,328
-14% -$22.8M 0.13% 180
2020
Q1 		$136M Sell
4,425,969
-74,505
-2% -$3.52M 0.15% 167
2019
Q4 		$253M Buy
4,500,474
+3,411,702
+313% +$185M 0.21% 123
2019
Q3 		$58.1M Buy
1,088,772
+622
+0.1% +$30.8K 0.05% 350
2019
Q2 		$53.5M Sell
1,088,150
-4,479
-0.4% -$219K 0.05% 369
2019
Q1 		$50.8M Sell
1,092,629
-39,704
-4% -$1.94M 0.05% 376
2018
Q4 		$49.1M Sell
1,132,333
-32,375
-3% -$1.55M 0.05% 358
2018
Q3 		$56.5M Buy
1,164,708
+7,812
+0.7% +$401K 0.05% 385
2018
Q2 		$58.4M Buy
1,156,896
+11,463
+1% +$609K 0.05% 374
2018
Q1 		$59.6M Sell
1,145,433
-22,915
-2% -$1.23M 0.06% 367
2017
Q4 		$58.1M Sell
1,168,348
-560
-0% -$27K 0.05% 385
2017
Q3 		$54.9M Sell
1,168,908
-40,646
-3% -$1.87M 0.05% 393
2017
Q2 		$54.9M Sell
1,209,554
-266,890
-18% -$11.6M 0.06% 391
2017
Q1 		$66M Buy
1,476,444
+14,191
+1% +$663K 0.08% 264
2016
Q4 		$68.8M Buy
1,462,253
+307,522
+27% +$13.1M 0.09% 242
2016
Q3 		$43.6M Buy
1,154,731
+20,945
+2% +$780K 0.06% 330
2016
Q2 		$40.4M Buy
1,133,786
+78,073
+7% +$2.73M 0.06% 313
2016
Q1 		$35.1M Buy
1,055,713
+25,412
+2% +$844K 0.05% 350
2015
Q4 		$39M Buy
1,030,301
+15,890
+2% +$598K 0.06% 314
2015
Q3 		$36.1M Buy
1,014,411
+84,975
+9% +$3.28M 0.06% 326
2015
Q2 		$37.5M Buy
929,436
+13,583
+1% +$537K 0.06% 334
2015
Q1 		$35.7M Buy
915,853
+39,079
+4% +$1.47M 0.05% 348
2014
Q4 		$34.1M Buy
876,774
+45,282
+5% +$1.7M 0.05% 352
2014
Q3 		$30.9M Buy
831,492
+16,444
+2% +$621K 0.05% 347
2014
Q2 		$32.1M Buy
815,048
+13,851
+2% +$531K 0.05% 357
2014
Q1 		$32.2M Buy
801,197
+18,692
+2% +$715K 0.06% 355
2013
Q4 		$29.2M Buy
782,505
+483
+0.1% +$16.7K 0.05% 372
2013
Q3 		$26.4M Sell
782,022
-9,777
-1% -$341K 0.05% 362
2013
Q2 		$26.8M Buy
+791,799
New +$25.3M 0.06% 348

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

Principal Financial Group's TFC Position: Q2 2026 in Review

Principal Financial Group reduced its Truist Financial (TFC) stake by 1.6% in Q2 2026, selling an estimated $1.07M and leaving 1,379,396 shares worth $68.7M. The position accounts for 0.03% of the portfolio, ranked #415.

Principal Financial Group first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $253M in Q4 2019. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Principal Financial Group held 1,379,396 shares of Truist Financial worth $68.7M as of Q2 2026.
  • Principal Financial Group sold 21,838 Truist Financial shares in Q2 2026, an estimated $1.07M.
  • Truist Financial made up 0.03% of Principal Financial Group's portfolio in Q2 2026, its #415 holding.
  • Principal Financial Group first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's Truist Financial position peaked at $253M in Q4 2019.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.