Sage Investment Counsel’s Truist Financial TFC Stock Holding History

Sage Investment Counsel’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	$328K	Buy	6,583 +13	+0.2%	+$640	0.33%	75
2026 Q1	$302K	Sell	6,570 -444	-6%	-$21.9K	0.34%	85
2025 Q4	$345K	Buy	7,014 +10	+0.1%	+$461	0.38%	73
2025 Q3	$320K	Buy	7,004 +11	+0.2%	+$496	0.35%	79
2025 Q2	$301K	Buy	6,993 +1	+0%	+$39	0.35%	79
2025 Q1	$288K	Sell	6,992 -2,190	-24%	-$97.6K	0.36%	83
2024 Q4	$398K	Buy	+9,182	New	+$410K	0.52%	59

Other funds holding TFC

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Sage Investment Counsel's TFC Position: Q2 2026 in Review

Sage Investment Counsel increased its Truist Financial (TFC) stake by 0.2% in Q2 2026, buying an estimated $640 and bringing the position to 6,583 shares worth $328K. The position accounts for 0.33% of the portfolio, ranked #75.

Sage Investment Counsel first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $398K in Q4 2024. 832 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Sage Investment Counsel held 6,583 shares of Truist Financial worth $328K as of Q2 2026.
Sage Investment Counsel bought 13 Truist Financial shares in Q2 2026, an estimated $640.
Truist Financial made up 0.33% of Sage Investment Counsel's portfolio in Q2 2026, its #75 holding.
Sage Investment Counsel first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
Sage Investment Counsel's Truist Financial position peaked at $398K in Q4 2024.
832 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.