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Sivia Capital Partners’s Truist Financial TFC Stock Holding History

Sivia Capital Partners’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 		$401K Buy
+8,044
New +$396K 0.05% 399
2026
Q1 		– Sell
-14,852
Closed -$731K – 612
2025
Q4 		$731K Buy
14,852
+1,293
+10% +$59.5K 0.15% 176
2025
Q3 		$620K Buy
13,559
+177
+1% +$7.98K 0.18% 113
2025
Q2 		$575K Buy
+13,382
New +$524K 0.2% 100

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

Sivia Capital Partners's TFC Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Truist Financial (TFC) in Q2 2026: 8,044 shares worth $401K. The stake represents 0.05% of the portfolio and ranks #399 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in TFC as recently as Q4 2025.

Sivia Capital Partners first reported a position in TFC in Q2 2025 and has held it in 4 quarters since. The position peaked at $731K in Q4 2025. 444 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sivia Capital Partners held 8,044 shares of Truist Financial worth $401K as of Q2 2026.
  • Truist Financial was a new Sivia Capital Partners position in Q2 2026.
  • Truist Financial made up 0.05% of Sivia Capital Partners's portfolio in Q2 2026, its #399 holding.
  • Sivia Capital Partners first reported a position in Truist Financial in Q2 2025 and has held it in 4 quarters since.
  • Sivia Capital Partners's Truist Financial position peaked at $731K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.