Stonebridge Financial Group (Pennsylvania)’s Truist Financial TFC Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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	$487K	Buy	9,772 +34	+0.3%	+$1.67K	0.04%	177
2026 Q1	$448K	Sell	9,738 -114	-1%	-$5.63K	0.04%	176
2025 Q4	$485K	Buy	9,852 +21	+0.2%	+$967	0.04%	163
2025 Q3	$449K	Buy	9,831 +29	+0.3%	+$1.31K	0.04%	165
2025 Q2	$421K	Buy	9,802 +13	+0.1%	+$509	0.04%	170
2025 Q1	$403K	Sell	9,789 -425	-4%	-$18.9K	0.04%	158
2024 Q4	$443K	Buy	+10,214	New	+$456K	0.05%	157

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s TFC Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) increased its Truist Financial (TFC) stake by 0.35% in Q2 2026, buying an estimated $1.67K and bringing the position to 9,772 shares worth $487K. The position accounts for 0.04% of the portfolio, ranked #177.

Stonebridge Financial Group (Pennsylvania) first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,434 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Stonebridge Financial Group (Pennsylvania) held 9,772 shares of Truist Financial worth $487K as of Q2 2026.
Stonebridge Financial Group (Pennsylvania) bought 34 Truist Financial shares in Q2 2026, an estimated $1.67K.
Truist Financial made up 0.04% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #177 holding.
Stonebridge Financial Group (Pennsylvania) first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
1,434 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.