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Sit Investment Associates’s Truist Financial TFC Stock Holding History

Sit Investment Associates’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
Q1 		$6K Hold
125
– – ﹤0.01% 494
2025
Q4 		$6K Hold
125
– – ﹤0.01% 507
2025
Q3 		$6K Hold
125
– – ﹤0.01% 511
2025
Q2 		$5K Hold
125
– – ﹤0.01% 518
2025
Q1 		$5K Hold
125
– – ﹤0.01% 518
2024
Q4 		$5K Hold
125
– – ﹤0.01% 526
2024
Q3 		$5K Hold
125
– – ﹤0.01% 536
2024
Q2 		$5K Hold
125
– – ﹤0.01% 530
2024
Q1 		$5K Hold
125
– – ﹤0.01% 521
2023
Q4 		$5K Hold
125
– – ﹤0.01% 532
2023
Q3 		$4K Hold
125
– – ﹤0.01% 530
2023
Q2 		$4K Hold
125
– – ﹤0.01% 544
2023
Q1 		$4K Hold
125
– – ﹤0.01% 531
2022
Q4 		$5K Sell
125
-77,345
-100% -$3.39M ﹤0.01% 539
2022
Q3 		$3.37M Buy
77,470
+2,125
+3% +$102K 0.1% 211
2022
Q2 		$3.57M Sell
75,345
-198,630
-72% -$9.8M 0.11% 206
2022
Q1 		$15.5M Sell
273,975
-14,865
-5% -$918K 0.42% 72
2021
Q4 		$16.9M Buy
288,840
+25,985
+10% +$1.59M 0.4% 73
2021
Q3 		$15.4M Buy
262,855
+227,350
+640% +$12.7M 0.4% 69
2021
Q2 		$1.97M Buy
35,505
+5,010
+16% +$294K 0.05% 299
2021
Q1 		$1.78M Buy
30,495
+3,320
+12% +$182K 0.05% 309
2020
Q4 		$1.3M Sell
27,175
-9,030
-25% -$409K 0.04% 338
2020
Q3 		$1.38M Sell
36,205
-30,700
-46% -$1.16M 0.04% 322
2020
Q2 		$2.51M Sell
66,905
-96,600
-59% -$3.48M 0.08% 252
2020
Q1 		$5.04M Sell
163,505
-86,525
-35% -$4.09M 0.19% 152
2019
Q4 		$14.1M Buy
+250,030
New +$13.5M 0.4% 65

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sit Investment Associates's TFC Position: Q1 2026 in Review

Sit Investment Associates held its Truist Financial (TFC) position steady in Q1 2026 at 125 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Sit Investment Associates first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $16.9M in Q4 2021. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Sit Investment Associates held 125 shares of Truist Financial worth $6K as of Q1 2026.
  • Sit Investment Associates left its Truist Financial share count unchanged in Q1 2026.
  • Truist Financial made up ﹤0.01% of Sit Investment Associates's portfolio in Q1 2026, its #494 holding.
  • Sit Investment Associates first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
  • Sit Investment Associates's Truist Financial position peaked at $16.9M in Q4 2021.
  • 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.