SMDAM
TFC icon

Sumitomo Mitsui DS Asset Management’s Truist Financial TFC Stock Holding History

Sumitomo Mitsui DS Asset Management’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 		$10.9M Buy
218,176
+1,977
+0.9% +$97.3K 0.08% 204
2026
Q1 		$9.94M Buy
216,199
+3,508
+2% +$173K 0.08% 203
2025
Q4 		$10.5M Buy
212,691
+1,494
+0.7% +$68.8K 0.08% 190
2025
Q3 		$9.66M Buy
211,197
+10,812
+5% +$487K 0.08% 204
2025
Q2 		$8.61M Buy
200,385
+4,910
+3% +$192K 0.08% 202
2025
Q1 		$8.04M Buy
195,475
+2,174
+1% +$96.9K 0.08% 200
2024
Q4 		$8.39M Buy
193,301
+11,702
+6% +$522K 0.09% 186
2024
Q3 		$7.77M Buy
181,599
+930
+0.5% +$39.3K 0.08% 192
2024
Q2 		$7.02M Buy
180,669
+1,605
+0.9% +$60.6K 0.08% 198
2024
Q1 		$6.98M Buy
179,064
+7,631
+4% +$279K 0.09% 199
2023
Q4 		$6.33M Sell
171,433
-753
-0.4% -$23.6K 0.08% 221
2023
Q3 		$4.93M Buy
172,186
+13,227
+8% +$407K 0.08% 210
2023
Q2 		$4.82M Buy
158,959
+28,399
+22% +$882K 0.07% 217
2023
Q1 		$4.45M Buy
130,560
+5,741
+5% +$251K 0.08% 201
2022
Q4 		$5.37M Buy
124,819
+6,338
+5% +$278K 0.11% 158
2022
Q3 		$5.16M Buy
118,481
+5,735
+5% +$276K 0.12% 151
2022
Q2 		$5.35M Buy
112,746
+24,746
+28% +$1.22M 0.13% 143
2022
Q1 		$4.99M Buy
88,000
+221
+0.3% +$13.7K 0.11% 166
2021
Q4 		$5.14M Buy
87,779
+3,920
+5% +$239K 0.11% 174
2021
Q3 		$4.92M Sell
83,859
-684
-0.8% -$38.2K 0.12% 162
2021
Q2 		$4.69M Sell
84,543
-443
-0.5% -$26K 0.11% 169
2021
Q1 		$4.96M Buy
84,986
+616
+0.7% +$33.8K 0.13% 159
2020
Q4 		$4.04M Sell
84,370
-39,701
-32% -$1.8M 0.11% 176
2020
Q3 		$4.72M Sell
124,071
-22,817
-16% -$860K 0.15% 124
2020
Q2 		$5.51M Buy
146,888
+22,036
+18% +$794K 0.19% 104
2020
Q1 		$3.85M Buy
124,852
+1,206
+1% +$57K 0.16% 122
2019
Q4 		$6.96M Buy
123,646
+34,157
+38% +$1.85M 0.24% 90
2019
Q3 		$4.78M Buy
89,489
+5,162
+6% +$256K 0.18% 125
2019
Q2 		$4.14M Sell
84,327
-1,652
-2% -$80.9K 0.17% 127
2019
Q1 		$4M Sell
85,979
-16,325
-16% -$796K 0.07% 229
2018
Q4 		$4.43M Sell
102,304
-7,793
-7% -$374K 0.08% 190
2018
Q3 		$5.34M Sell
110,097
-10,218
-8% -$524K 0.08% 182
2018
Q2 		$6.07M Buy
120,315
+2,623
+2% +$139K 0.09% 165
2018
Q1 		$6.12M Buy
117,692
+25,720
+28% +$1.39M 0.09% 173
2017
Q4 		$4.57M Sell
91,972
-6,141
-6% -$296K 0.07% 225
2017
Q3 		$4.61M Buy
98,113
+33,673
+52% +$1.55M 0.07% 215
2017
Q2 		$2.93M Sell
64,440
-2,210
-3% -$96K 0.05% 282
2017
Q1 		$2.98M Buy
66,650
+4,811
+8% +$225K 0.05% 277
2016
Q4 		$2.91M Sell
61,839
-2,143
-3% -$91.2K 0.06% 262
2016
Q3 		$2.41M Buy
63,982
+2,865
+5% +$107K 0.05% 283
2016
Q2 		$2.18M Buy
61,117
+1,303
+2% +$45.5K 0.07% 248
2016
Q1 		$1.99M Buy
59,814
+2,133
+4% +$70.9K 0.06% 256
2015
Q4 		$2.18M Sell
57,681
-1,951
-3% -$73.4K 0.07% 225
2015
Q3 		$2.12M Buy
59,632
+5,363
+10% +$207K 0.07% 234
2015
Q2 		$2.19M Sell
54,269
-3,065
-5% -$121K 0.07% 249
2015
Q1 		$2.23M Sell
57,334
-3,227
-5% -$122K 0.07% 261
2014
Q4 		$2.35M Sell
60,561
-5,664
-9% -$213K 0.07% 252
2014
Q3 		$2.46M Sell
66,225
-5,517
-8% -$208K 0.08% 247
2014
Q2 		$2.83M Sell
71,742
-2,054
-3% -$78.8K 0.08% 251
2014
Q1 		$2.96M Sell
73,796
-5,078
-6% -$194K 0.09% 219
2013
Q4 		$2.94M Sell
78,874
-7,018
-8% -$243K 0.08% 218
2013
Q3 		$2.9M Sell
85,892
-3,189
-4% -$111K 0.08% 220
2013
Q2 		$3.02M Buy
+89,081
New +$2.84M 0.09% 211

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

Sumitomo Mitsui DS Asset Management's TFC Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management increased its Truist Financial (TFC) stake by 0.91% in Q2 2026, buying an estimated $97.3K and bringing the position to 218,176 shares worth $10.9M. The position accounts for 0.08% of the portfolio, ranked #204.

Sumitomo Mitsui DS Asset Management first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 218,176 shares of Truist Financial worth $10.9M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management bought 1,977 Truist Financial shares in Q2 2026, an estimated $97.3K.
  • Truist Financial made up 0.08% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #204 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.