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Stoneridge Investment Partners’s Truist Financial TFC Stock Holding History

Stoneridge Investment 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 		$1.04M Buy
20,067
+9,987
+99% +$491K 0.68% 33
2026
Q1 		$463K Buy
+10,080
New +$498K 0.33% 74
2023
Q3 		– Sell
-51,987
Closed -$1.58M – 120
2023
Q2 		$1.58M Buy
+51,987
New +$1.61M 0.69% 47

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

Stoneridge Investment Partners's TFC Position: Q2 2026 in Review

Stoneridge Investment Partners increased its Truist Financial (TFC) stake by 99% in Q2 2026, buying an estimated $491K and bringing the position to 20,067 shares worth $1.04M. The position accounts for 0.68% of the portfolio, ranked #33.

Stoneridge Investment Partners first reported a position in TFC in Q2 2023 and has held it in 3 quarters since. The position peaked at $1.58M in Q2 2023. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Stoneridge Investment Partners held 20,067 shares of Truist Financial worth $1.04M as of Q2 2026.
  • Stoneridge Investment Partners bought 9,987 Truist Financial shares in Q2 2026, an estimated $491K.
  • Truist Financial made up 0.68% of Stoneridge Investment Partners's portfolio in Q2 2026, its #33 holding.
  • Stoneridge Investment Partners first reported a position in Truist Financial in Q2 2023 and has held it in 3 quarters since.
  • Stoneridge Investment Partners's Truist Financial position peaked at $1.58M in Q2 2023.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.