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Sapient Capital’s Truist Financial TFC Stock Holding History

Sapient Capital’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 		– Sell
-5,946
Closed -$273K – 474
2026
Q1 		$273K Sell
5,946
-387
-6% -$19.1K ﹤0.01% 373
2025
Q4 		$314K Buy
6,333
+379
+6% +$17.5K ﹤0.01% 331
2025
Q3 		$273K Sell
5,954
-645
-10% -$29.1K ﹤0.01% 331
2025
Q2 		$284K Sell
6,599
-120
-2% -$4.7K 0.01% 313
2025
Q1 		$276K Sell
6,719
-49
-0.7% -$2.18K 0.01% 305
2024
Q4 		$294K Hold
6,768
– – 0.01% 298
2024
Q3 		$289K Sell
6,768
-79
-1% -$3.34K 0.01% 321
2024
Q2 		$266K Sell
6,847
-1,284
-16% -$48.5K 0.01% 304
2024
Q1 		$317K Sell
8,131
-135
-2% -$4.94K 0.01% 287
2023
Q4 		$305K Buy
+8,266
New +$260K 0.01% 289

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Sapient Capital's TFC Position: Q2 2026 in Review

Sapient Capital sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 5,946 shares — an estimated $273K sold.

Sapient Capital first reported a position in TFC in Q4 2023 and held it in 10 quarters. The position peaked at $317K in Q1 2024. 436 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sapient Capital reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Sapient Capital sold 5,946 Truist Financial shares in Q2 2026, an estimated $273K.
  • Sapient Capital first reported a position in Truist Financial in Q4 2023 and held it in 10 quarters.
  • Sapient Capital's Truist Financial position peaked at $317K in Q1 2024.
  • 436 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.