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Siemens Fonds Invest’s Truist Financial TFC Stock Holding History

Siemens Fonds Invest’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 		$903K Sell
18,120
-17
-0.1% -$836 0.04% 267
2026
Q1 		$834K Sell
18,137
-3
-0% -$148 0.05% 261
2025
Q4 		$899K Sell
18,140
-6,730
-27% -$310K 0.05% 251
2025
Q3 		$1.14M Sell
24,870
-353
-1% -$15.9K 0.06% 222
2025
Q2 		$1.08M Buy
25,223
+3,464
+16% +$136K 0.06% 225
2025
Q1 		$895K Buy
21,759
+499
+2% +$22.2K 0.06% 223
2024
Q4 		$922K Buy
21,260
+1,354
+7% +$60.4K 0.06% 220
2024
Q3 		$851K Hold
19,906
– – 0.07% 213
2024
Q2 		$773K Buy
19,906
+432
+2% +$16.3K 0.06% 226
2024
Q1 		$759K Sell
19,474
-585
-3% -$21.4K 0.06% 234
2023
Q4 		$741K Sell
20,059
-6,566
-25% -$206K 0.06% 231
2023
Q3 		$762K Sell
26,625
-5,484
-17% -$169K 0.08% 219
2023
Q2 		$970K Hold
32,109
– – 0.09% 180
2023
Q1 		$1.09M Buy
32,109
+572
+2% +$25K 0.11% 171
2022
Q4 		$1.36M Sell
31,537
-2,502
-7% -$110K 0.14% 156
2022
Q3 		$1.48M Sell
34,039
-1,518
-4% -$73K 0.17% 148
2022
Q2 		$1.69M Sell
35,557
-432
-1% -$21.3K 0.18% 141
2022
Q1 		$2.04M Sell
35,989
-236
-0.7% -$14.6K 0.17% 136
2021
Q4 		$2.12M Buy
36,225
+6,351
+21% +$388K 0.14% 146
2021
Q3 		$1.75M Buy
29,874
+1,993
+7% +$111K 0.12% 155
2021
Q2 		$1.55M Buy
27,881
+3,396
+14% +$199K 0.18% 130
2021
Q1 		$1.43M Buy
24,485
+561
+2% +$30.7K 0.14% 151
2020
Q4 		$1.13M Buy
+23,924
New +$1.08M 0.12% 156

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

Siemens Fonds Invest's TFC Position: Q2 2026 in Review

Siemens Fonds Invest reduced its Truist Financial (TFC) stake by 0.09% in Q2 2026, selling an estimated $836 and leaving 18,120 shares worth $903K. The position accounts for 0.04% of the portfolio, ranked #267.

Siemens Fonds Invest first reported a position in TFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.12M in Q4 2021. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Siemens Fonds Invest held 18,120 shares of Truist Financial worth $903K as of Q2 2026.
  • Siemens Fonds Invest sold 17 Truist Financial shares in Q2 2026, an estimated $836.
  • Truist Financial made up 0.04% of Siemens Fonds Invest's portfolio in Q2 2026, its #267 holding.
  • Siemens Fonds Invest first reported a position in Truist Financial in Q4 2020 and has held it in 23 quarters since.
  • Siemens Fonds Invest's Truist Financial position peaked at $2.12M in Q4 2021.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.