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Rothschild Investment LLC’s Truist Financial TFC Stock Holding History

Rothschild Investment LLC’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 		$1.35M Buy
27,008
+14,911
+123% +$734K 0.05% 341
2026
Q1 		$556K Buy
12,097
+477
+4% +$23.6K 0.03% 372
2025
Q4 		$572K Buy
11,620
+1,312
+13% +$60.4K 0.03% 334
2025
Q3 		$471K Sell
10,308
-5
-0% -$225 0.03% 372
2025
Q2 		$443K Sell
10,313
-353
-3% -$13.8K 0.03% 366
2025
Q1 		$439K Sell
10,666
-239,899
-96% -$10.7M 0.03% 365
2024
Q4 		$10.9M Sell
250,565
-1,233
-0.5% -$55K 0.71% 32
2024
Q3 		$10.8M Sell
251,798
-4,187
-2% -$177K 0.71% 35
2024
Q2 		$9.95M Buy
255,985
+781
+0.3% +$29.5K 0.69% 34
2024
Q1 		$9.95M Buy
255,204
+54,834
+27% +$2.01M 0.72% 35
2023
Q4 		$7.4M Sell
200,370
-12,570
-6% -$395K 0.62% 45
2023
Q3 		$6.09M Sell
212,940
-1,450
-0.7% -$44.6K 0.51% 55
2023
Q2 		$6.51M Sell
214,390
-87
-0% -$2.7K 0.54% 53
2023
Q1 		$7.31M Buy
214,477
+19,765
+10% +$863K 0.64% 42
2022
Q4 		$8.38M Sell
194,712
-3,323
-2% -$146K 0.77% 34
2022
Q3 		$8.62M Buy
198,035
+986
+0.5% +$47.4K 0.85% 28
2022
Q2 		$9.35M Buy
197,049
+45,200
+30% +$2.23M 0.86% 29
2022
Q1 		$8.61M Sell
151,849
-1,212
-0.8% -$74.9K 0.68% 40
2021
Q4 		$8.96M Buy
153,061
+667
+0.4% +$40.8K 0.7% 43
2021
Q3 		$8.94M Sell
152,394
-42
-0% -$2.35K 0.75% 40
2021
Q2 		$8.46M Buy
152,436
+31,820
+26% +$1.87M 0.67% 43
2021
Q1 		$7.03M Buy
120,616
+116,343
+2,723% +$6.38M 0.61% 45
2020
Q4 		$205K Sell
4,273
-2,000
-32% -$90.5K 0.02% 419
2020
Q3 		$239K Buy
+6,273
New +$236K 0.03% 369
2017
Q3 		– Sell
-6,828
Closed -$310K – 432
2017
Q2 		$310K Buy
+6,828
New +$296K 0.04% 342

Other funds holding TFC

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Rothschild Investment LLC's TFC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Truist Financial (TFC) stake by 123% in Q2 2026, buying an estimated $734K and bringing the position to 27,008 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #341.

Rothschild Investment LLC first reported a position in TFC in Q2 2017 and has held it in 25 quarters since. The position peaked at $10.9M in Q4 2024. 931 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Rothschild Investment LLC held 27,008 shares of Truist Financial worth $1.35M as of Q2 2026.
  • Rothschild Investment LLC bought 14,911 Truist Financial shares in Q2 2026, an estimated $734K.
  • Truist Financial made up 0.05% of Rothschild Investment LLC's portfolio in Q2 2026, its #341 holding.
  • Rothschild Investment LLC first reported a position in Truist Financial in Q2 2017 and has held it in 25 quarters since.
  • Rothschild Investment LLC's Truist Financial position peaked at $10.9M in Q4 2024.
  • 931 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.