SAM
TFC icon

Sagewood Asset Management’s Truist Financial TFC Stock Holding History

Sagewood 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 		$218K Sell
4,371
-462
-10% -$22.7K 0.05% 400
2026
Q1 		$222K Buy
4,833
+444
+10% +$21.9K 0.07% 297
2025
Q4 		$216K Buy
+4,389
New +$202K 0.08% 230

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Sagewood Asset Management's TFC Position: Q2 2026 in Review

Sagewood Asset Management reduced its Truist Financial (TFC) stake by 9.6% in Q2 2026, selling an estimated $22.7K and leaving 4,371 shares worth $218K. The position accounts for 0.05% of the portfolio, ranked #400.

Sagewood Asset Management first reported a position in TFC in Q4 2025 and has held it in 3 quarters since. The position peaked at $222K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sagewood Asset Management held 4,371 shares of Truist Financial worth $218K as of Q2 2026.
  • Sagewood Asset Management sold 462 Truist Financial shares in Q2 2026, an estimated $22.7K.
  • Truist Financial made up 0.05% of Sagewood Asset Management's portfolio in Q2 2026, its #400 holding.
  • Sagewood Asset Management first reported a position in Truist Financial in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Truist Financial position peaked at $222K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.