Salzhauer Michael’s Truist Financial TFC Stock Holding History

Salzhauer Michael’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	$2.69M	Hold	53,937	–	–	0.92%	21
2026 Q1	$2.48M	Sell	53,937 -390	-0.7%	-$19.3K	1.17%	17
2025 Q4	$2.67M	Sell	54,327 -3,000	-5%	-$138K	1.09%	20
2025 Q3	$274K	Hold	57,327	–	–	0.13%	74
2025 Q2	$2.46M	Sell	57,327 -15,057	-21%	-$589K	1.44%	19
2025 Q1	$2.98M	Buy	72,384 +142	+0.2%	+$6.33K	1.82%	12
2024 Q4	$3.13M	Buy	72,242 +70	+0.1%	+$3.12K	1.6%	14
2024 Q3	$3.09M	Hold	72,172	–	–	1.89%	11
2024 Q2	$2.8M	Buy	72,172 +41,672	+137%	+$1.57M	2.18%	10
2024 Q1	$1.19M	Hold	30,500	–	–	0.91%	24
2023 Q4	$1.13M	Sell	30,500 -5,063	-14%	-$159K	0.96%	24
2023 Q3	$1.02M	Sell	35,563 -2,574	-7%	-$79.2K	1.08%	19
2023 Q2	$1.16M	Sell	38,137 -1,500	-4%	-$46.6K	1.21%	18
2023 Q1	$1.35M	Hold	39,637	–	–	1.19%	18
2022 Q4	$1.71M	Hold	39,637	–	–	1%	21
2022 Q3	$1.73M	Hold	39,637	–	–	1.06%	21
2022 Q2	$1.88M	Sell	39,637 -11,200	-22%	-$552K	1.13%	20
2022 Q1	$2.33M	Buy	50,837 +5,000	+11%	+$309K	1.03%	22
2021 Q4	$2.41M	Buy	45,837 +6,200	+16%	+$379K	0.91%	21
2021 Q3	$2.33M	Sell	39,637 -353	-0.9%	-$19.7K	0.95%	21
2021 Q2	$2.22M	Hold	39,990	–	–	0.97%	21
2021 Q1	$2.33M	Sell	39,990 -200	-0.5%	-$11K	1.2%	18
2020 Q4	$1.93M	Sell	40,190 -67	-0.2%	-$3.03K	1.37%	22
2020 Q3	$1.53M	Hold	40,257	–	–	1.71%	14
2020 Q2	$1.51M	Buy	40,257 +4,969	+14%	+$179K	1.98%	14
2020 Q1	$1.12M	Sell	35,288 -77,275	-69%	-$3.65M	1.9%	16
2019 Q4	$6.34M	Buy	112,563 +54,286	+93%	+$2.94M	2.89%	9
2019 Q3	$3.11M	Hold	58,277	–	–	1.62%	17
2019 Q2	$2.86M	Hold	58,277	–	–	1.31%	18
2019 Q1	$2.71M	Hold	58,277	–	–	1.33%	17
2018 Q4	$2.52M	Sell	58,277 -9,988	-15%	-$479K	1.39%	15
2018 Q3	$3.3M	Buy	68,265 +5,000	+8%	+$257K	1.26%	17
2018 Q2	$3.19M	Hold	63,265	–	–	1.17%	19
2018 Q1	$3.29M	Hold	63,265	–	–	1.22%	18
2017 Q4	$3.15M	Sell	63,265 -239	-0.4%	-$11.5K	1.24%	19
2017 Q3	$2.98M	Buy	63,504 +5	+0%	+$230	1.28%	19
2017 Q2	$2.88M	Hold	63,499	–	–	1.31%	18
2017 Q1	$2.84M	Sell	63,499 -2,137	-3%	-$99.8K	1.36%	18
2016 Q4	$3.09M	Hold	65,636	–	–	1.52%	17
2016 Q3	$2.48M	Sell	65,636 -10,270	-14%	-$383K	1.78%	14
2016 Q2	$2.7M	Hold	75,906	–	–	2.18%	10
2016 Q1	$2.53M	Buy	75,906 +3,237	+4%	+$108K	2.13%	10
2015 Q4	$2.75M	Sell	72,669 -3,537	-5%	-$133K	2.04%	10
2015 Q3	$2.71M	Buy	76,206 +7,816	+11%	+$302K	2.22%	10
2015 Q2	$2.76M	Sell	68,390 -100	-0.1%	-$3.96K	2.09%	9
2015 Q1	$2.67M	Buy	68,490 +5,749	+9%	+$217K	2.44%	9
2014 Q4	$2.44M	Buy	62,741 +162	+0.3%	+$6.1K	2.05%	10
2014 Q3	$2.33M	Hold	62,579	–	–	2.13%	9
2014 Q2	$2.47M	Sell	62,579 -77	-0.1%	-$2.95K	2.31%	8
2014 Q1	$2.52M	Hold	62,656	–	–	2.4%	8
2013 Q4	$2.34M	Buy	+62,656	New	+$2.17M	2.31%	7

Other funds holding TFC

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

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Salzhauer Michael's TFC Position: Q2 2026 in Review

Salzhauer Michael held its Truist Financial (TFC) position steady in Q2 2026 at 53,937 shares worth $2.69M. The position accounts for 0.92% of the portfolio, ranked #21.

Salzhauer Michael first reported a position in TFC in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.34M in Q4 2019. 661 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Salzhauer Michael held 53,937 shares of Truist Financial worth $2.69M as of Q2 2026.
Salzhauer Michael left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.92% of Salzhauer Michael's portfolio in Q2 2026, its #21 holding.
Salzhauer Michael first reported a position in Truist Financial in Q4 2013 and has held it in 51 quarters since.
Salzhauer Michael's Truist Financial position peaked at $6.34M in Q4 2019.
661 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Salzhauer Michael's 13F filing for Q2 2026, filed 20 Jul 2026.