Rockefeller Capital Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.1M | Buy |
382,434
+67,035
| +21% | +$3.3M | 0.03% | 503 |
|
|
2026
Q1 | $14.5M | Sell |
315,399
-34,343
| -10% | -$1.7M | 0.03% | 544 |
|
|
2025
Q4 | $17.2M | Buy |
349,742
+31,123
| +10% | +$1.43M | 0.03% | 476 |
|
|
2025
Q3 | $14.6M | Sell |
318,619
-21,064
| -6% | -$950K | 0.03% | 514 |
|
|
2025
Q2 | $14.6M | Buy |
339,683
+19,862
| +6% | +$777K | 0.03% | 481 |
|
|
2025
Q1 | $13.2M | Sell |
319,821
-33,117
| -9% | -$1.48M | 0.03% | 486 |
|
|
2024
Q4 | $15.3M | Sell |
352,938
-19,203
| -5% | -$857K | 0.04% | 412 |
|
|
2024
Q3 | $15.9M | Sell |
372,141
-45,728
| -11% | -$1.93M | 0.04% | 405 |
|
|
2024
Q2 | $16.2M | Sell |
417,869
-20,853
| -5% | -$788K | 0.05% | 379 |
|
|
2024
Q1 | $17.1M | Buy |
438,722
+31,405
| +8% | +$1.15M | 0.05% | 366 |
|
|
2023
Q4 | $15M | Buy |
407,317
+48,075
| +13% | +$1.51M | 0.05% | 356 |
|
|
2023
Q3 | $10.3M | Sell |
359,242
-6,549
| -2% | -$201K | 0.04% | 413 |
|
|
2023
Q2 | $11.1M | Buy |
365,791
+103,799
| +40% | +$3.22M | 0.04% | 401 |
|
|
2023
Q1 | $8.93M | Buy |
261,992
+54,979
| +27% | +$2.4M | 0.04% | 444 |
|
|
2022
Q4 | $8.91M | Sell |
207,013
-22,901
| -10% | -$1M | 0.04% | 390 |
|
|
2022
Q3 | $10M | Buy |
229,914
+2,663
| +1% | +$128K | 0.05% | 357 |
|
|
2022
Q2 | $10.8M | Sell |
227,251
-25,804
| -10% | -$1.27M | 0.06% | 327 |
|
|
2022
Q1 | $14.3M | Buy |
253,055
+17,579
| +7% | +$1.09M | 0.07% | 286 |
|
|
2021
Q4 | $13.8M | Buy |
235,476
+14,504
| +7% | +$886K | 0.06% | 285 |
|
|
2021
Q3 | $13M | Buy |
220,972
+19,793
| +10% | +$1.11M | 0.07% | 272 |
|
|
2021
Q2 | $11.2M | Buy |
201,179
+28,576
| +17% | +$1.68M | 0.06% | 284 |
|
|
2021
Q1 | $10.1M | Buy |
172,603
+21,516
| +14% | +$1.18M | 0.07% | 249 |
|
|
2020
Q4 | $7.24M | Buy |
151,087
+15,593
| +12% | +$706K | 0.05% | 263 |
|
|
2020
Q3 | $5.16M | Buy |
135,494
+246
| +0.2% | +$9.27K | 0.05% | 267 |
|
|
2020
Q2 | $5.08M | Sell |
135,248
-9,970
| -7% | -$359K | 0.05% | 243 |
|
|
2020
Q1 | $4.48M | Buy |
145,218
+17,212
| +13% | +$814K | 0.06% | 225 |
|
|
2019
Q4 | $7.21M | Buy |
128,006
+122,269
| +2,131% | +$6.62M | 0.09% | 180 |
|
|
2019
Q3 | $306K | Sell |
5,737
-633
| -10% | -$31.4K | ﹤0.01% | 547 |
|
|
2019
Q2 | $313K | Sell |
6,370
-3,538
| -36% | -$173K | ﹤0.01% | 513 |
|
|
2019
Q1 | $461K | Buy |
9,908
+9,768
| +6,977% | +$477K | 0.01% | 488 |
|
|
2018
Q4 | $6K | Buy |
+140
| New | +$6.72K | ﹤0.01% | 785 |
|
Other funds holding TFC
Rockefeller Capital Management's TFC Position: Q2 2026 in Review
Rockefeller Capital Management increased its Truist Financial (TFC) stake by 21% in Q2 2026, buying an estimated $3.3M and bringing the position to 382,434 shares worth $19.1M. The position accounts for 0.03% of the portfolio, ranked #503.
Rockefeller Capital Management first reported a position in TFC in Q4 2018 and has held it in 31 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Rockefeller Capital Management held 382,434 shares of Truist Financial worth $19.1M as of Q2 2026.
- Rockefeller Capital Management bought 67,035 Truist Financial shares in Q2 2026, an estimated $3.3M.
- Truist Financial made up 0.03% of Rockefeller Capital Management's portfolio in Q2 2026, its #503 holding.
- Rockefeller Capital Management first reported a position in Truist Financial in Q4 2018 and has held it in 31 quarters since.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.