SEI Investments’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.4M Sell
610,706
-160,824
-21% -$7.91M 0.03% 619
2026
Q1
$35.5M Buy
771,530
+128,232
+20% +$6.34M 0.03% 547
2025
Q4
$31.7M Buy
643,298
+119,258
+23% +$5.49M 0.03% 551
2025
Q3
$24M Sell
524,040
-6,728
-1% -$303K 0.03% 648
2025
Q2
$22.8M Sell
530,768
-484,648
-48% -$19M 0.03% 642
2025
Q1
$41.8M Buy
1,015,416
+25,997
+3% +$1.16M 0.05% 382
2024
Q4
$42.9M Buy
989,419
+25,121
+3% +$1.12M 0.06% 366
2024
Q3
$41.2M Sell
964,298
-179,512
-16% -$7.58M 0.05% 378
2024
Q2
$44.4M Sell
1,143,810
-37,968
-3% -$1.43M 0.06% 327
2024
Q1
$46.1M Sell
1,181,778
-4,785
-0.4% -$175K 0.07% 316
2023
Q4
$43.8M Sell
1,186,563
-130,997
-10% -$4.11M 0.07% 306
2023
Q3
$37.7M Buy
1,317,560
+37,410
+3% +$1.15M 0.07% 307
2023
Q2
$38.9M Sell
1,280,150
-55,754
-4% -$1.73M 0.07% 307
2023
Q1
$45.6M Buy
1,335,904
+269,037
+25% +$11.7M 0.08% 257
2022
Q4
$45.9M Buy
1,066,867
+85,302
+9% +$3.74M 0.1% 207
2022
Q3
$42.7M Sell
981,565
-2,692
-0.3% -$130K 0.1% 225
2022
Q2
$46.7M Buy
984,257
+268,582
+38% +$13.2M 0.1% 199
2022
Q1
$40.6M Sell
715,675
-41,384
-5% -$2.56M 0.08% 254
2021
Q4
$44.3M Buy
757,059
+85,808
+13% +$5.24M 0.08% 245
2021
Q3
$39.4M Buy
671,251
+97,891
+17% +$5.47M 0.08% 249
2021
Q2
$31.8M Buy
573,360
+24,398
+4% +$1.43M 0.07% 272
2021
Q1
$31.4M Sell
548,962
-9,773
-2% -$536K 0.08% 252
2020
Q4
$26.7M Buy
558,735
+16,439
+3% +$744K 0.07% 282
2020
Q3
$20.6M Sell
542,296
-16,370
-3% -$617K 0.06% 306
2020
Q2
$20.9M Sell
558,666
-56,874
-9% -$2.05M 0.07% 290
2020
Q1
$18.9M Buy
615,540
+515,145
+513% +$24.4M 0.07% 271
2019
Q4
$5.67M Sell
100,395
-408,351
-80% -$22.1M 0.02% 859
2019
Q3
$27.2M Buy
508,746
+39,303
+8% +$1.95M 0.07% 257
2019
Q2
$23.1M Buy
469,443
+2,369
+0.5% +$116K 0.08% 273
2019
Q1
$21.8M Buy
467,074
+1,316
+0.3% +$64.2K 0.07% 273
2018
Q4
$22.5M Buy
465,758
+1,326
+0.3% +$63.7K 0.08% 249
2018
Q3
$22.6M Sell
464,432
-88,721
-16% -$4.55M 0.08% 241
2018
Q2
$27.9M Buy
553,153
+486,685
+732% +$25.9M 0.09% 202
2018
Q1
$3.46M Sell
66,468
-463,378
-87% -$25M 0.01% 986
2017
Q4
$26.4M Sell
529,846
-80,828
-13% -$3.9M 0.09% 238
2017
Q3
$28.8M Buy
610,674
+80,506
+15% +$3.7M 0.1% 203
2017
Q2
$24.1M Buy
530,168
+49,292
+10% +$2.14M 0.1% 239
2017
Q1
$21.5M Buy
480,876
+49,072
+11% +$2.29M 0.09% 242
2016
Q4
$21.9M Sell
431,804
-102,223
-19% -$4.35M 0.11% 223
2016
Q3
$20.1M Buy
534,027
+46,222
+9% +$1.72M 0.1% 237
2016
Q2
$17.4M Sell
487,805
-45,468
-9% -$1.59M 0.1% 241
2016
Q1
$17.7M Buy
533,273
+22,506
+4% +$748K 0.11% 226
2015
Q4
$19.3M Buy
510,767
+286,068
+127% +$10.8M 0.12% 214
2015
Q3
$8M Buy
224,699
+65,846
+41% +$2.54M 0.07% 312
2015
Q2
$6.4M Sell
158,853
-9,628
-6% -$381K 0.06% 393
2015
Q1
$6.58M Sell
168,481
-8,285
-5% -$312K 0.06% 389
2014
Q4
$6.88M Buy
+176,766
New +$6.65M 0.06% 359

Other funds holding TFC

SEI Investments's TFC Position: Q2 2026 in Review

SEI Investments reduced its Truist Financial (TFC) stake by 21% in Q2 2026, selling an estimated $7.91M and leaving 610,706 shares worth $30.4M. The position accounts for 0.03% of the portfolio, ranked #619.

SEI Investments first reported a position in TFC in Q4 2014 and has held it in 47 quarters since. The position peaked at $46.7M in Q2 2022. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • SEI Investments held 610,706 shares of Truist Financial worth $30.4M as of Q2 2026.
  • SEI Investments sold 160,824 Truist Financial shares in Q2 2026, an estimated $7.91M.
  • Truist Financial made up 0.03% of SEI Investments's portfolio in Q2 2026, its #619 holding.
  • SEI Investments first reported a position in Truist Financial in Q4 2014 and has held it in 47 quarters since.
  • SEI Investments's Truist Financial position peaked at $46.7M in Q2 2022.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.