Sumitomo Mitsui Trust Group
TFC icon

Sumitomo Mitsui Trust Group’s Truist Financial TFC Stock Holding History

Sumitomo Mitsui Trust Group’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 		$132M Sell
2,861,612
-192,327
-6% -$9.5M 0.09% 224
2025
Q4 		$150M Buy
3,053,939
+40,160
+1% +$1.85M 0.09% 210
2025
Q3 		$138M Sell
3,013,779
-39,617
-1% -$1.79M 0.08% 237
2025
Q2 		$131M Buy
3,053,396
+36,038
+1% +$1.41M 0.08% 227
2025
Q1 		$124M Buy
3,017,358
+2,506
+0.1% +$112K 0.09% 226
2024
Q4 		$131M Buy
3,014,852
+33,527
+1% +$1.5M 0.09% 216
2024
Q3 		$128M Buy
2,981,325
+8,341
+0.3% +$352K 0.09% 224
2024
Q2 		$116M Sell
2,972,984
-227,691
-7% -$8.6M 0.09% 224
2024
Q1 		$125M Sell
3,200,675
-26,804
-0.8% -$981K 0.09% 235
2023
Q4 		$119M Sell
3,227,479
-38,455
-1% -$1.21M 0.09% 237
2023
Q3 		$93.4M Sell
3,265,934
-23,053
-0.7% -$709K 0.08% 281
2023
Q2 		$99.8M Sell
3,288,987
-980,645
-23% -$30.5M 0.08% 273
2023
Q1 		$146M Buy
4,269,632
+317,161
+8% +$13.8M 0.11% 201
2022
Q4 		$170M Sell
3,952,471
-62,569
-2% -$2.74M 0.13% 172
2022
Q3 		$175M Buy
4,015,040
+61,438
+2% +$2.96M 0.14% 157
2022
Q2 		$188M Buy
3,953,602
+212,907
+6% +$10.5M 0.14% 154
2022
Q1 		$212M Sell
3,740,695
-4,223
-0.1% -$261K 0.14% 150
2021
Q4 		$219M Sell
3,744,918
-174,588
-4% -$10.7M 0.13% 170
2021
Q3 		$230M Sell
3,919,506
-254,521
-6% -$14.2M 0.14% 151
2021
Q2 		$232M Sell
4,174,027
-104,975
-2% -$6.17M 0.14% 169
2021
Q1 		$250M Sell
4,279,002
-125,934
-3% -$6.9M 0.16% 147
2020
Q4 		$211M Sell
4,404,936
-626,371
-12% -$28.4M 0.14% 172
2020
Q3 		$191M Sell
5,031,307
-292,874
-6% -$11M 0.13% 177
2020
Q2 		$200M Sell
5,324,181
-67,231
-1% -$2.42M 0.14% 158
2020
Q1 		$166M Buy
5,391,412
+253,929
+5% +$12M 0.14% 160
2019
Q4 		$289M Buy
5,137,483
+2,256,649
+78% +$122M 0.23% 92
2019
Q3 		$154M Sell
2,880,834
-10,879
-0.4% -$539K 0.13% 178
2019
Q2 		$142M Sell
2,891,713
-65,193
-2% -$3.19M 0.13% 187
2019
Q1 		$138M Buy
2,956,906
+23,028
+0.8% +$1.12M 0.13% 178
2018
Q4 		$126M Buy
2,933,878
+433,728
+17% +$20.8M 0.14% 167
2018
Q3 		$121M Buy
2,500,150
+36,013
+1% +$1.85M 0.13% 175
2018
Q2 		$124M Buy
2,464,137
+152,373
+7% +$8.09M 0.14% 164
2018
Q1 		$120M Buy
2,311,764
+5,278
+0.2% +$284K 0.15% 154
2017
Q4 		$115M Buy
2,306,486
+3,059
+0.1% +$148K 0.15% 160
2017
Q3 		$108M Sell
2,303,427
-79,216
-3% -$3.64M 0.15% 157
2017
Q2 		$108M Buy
2,382,643
+57,529
+2% +$2.5M 0.16% 151
2017
Q1 		$104M Buy
2,325,114
+34,702
+2% +$1.62M 0.16% 143
2016
Q4 		$108M Sell
2,290,412
-43,810
-2% -$1.86M 0.18% 136
2016
Q3 		$88M Buy
2,334,222
+70,632
+3% +$2.63M 0.14% 167
2016
Q2 		$80.6M Buy
2,263,590
+77,369
+4% +$2.7M 0.14% 173
2016
Q1 		$72.7M Buy
2,186,221
+63,518
+3% +$2.11M 0.13% 188
2015
Q4 		$81M Buy
2,122,703
+9,007
+0.4% +$339K 0.14% 159
2015
Q3 		$75.2M Buy
2,113,696
+222,868
+12% +$8.6M 0.15% 160
2015
Q2 		$76.2M Buy
1,890,828
+51,680
+3% +$2.04M 0.14% 177
2015
Q1 		$71.7M Buy
1,839,148
+171,405
+10% +$6.46M 0.13% 191
2014
Q4 		$65.6M Sell
1,667,743
-45,707
-3% -$1.72M 0.13% 197
2014
Q3 		$63.8M Buy
1,713,450
+37,023
+2% +$1.4M 0.13% 193
2014
Q2 		$66.1M Sell
1,676,427
-62,625
-4% -$2.4M 0.14% 184
2014
Q1 		$69.9M Sell
1,739,052
-33,634
-2% -$1.29M 0.15% 165
2013
Q4 		$65.9M Sell
1,772,686
-76,539
-4% -$2.65M 0.14% 171
2013
Q3 		$62.4M Sell
1,849,225
-16,167
-0.9% -$565K 0.13% 176
2013
Q2 		$63.2M Buy
+1,865,392
New +$59.5M 0.14% 160

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

Sumitomo Mitsui Trust Group's TFC Position: Q1 2026 in Review

Sumitomo Mitsui Trust Group reduced its Truist Financial (TFC) stake by 6.3% in Q1 2026, selling an estimated $9.5M and leaving 2,861,612 shares worth $132M. The position accounts for 0.09% of the portfolio, ranked #224.

Sumitomo Mitsui Trust Group first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $289M in Q4 2019. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Sumitomo Mitsui Trust Group held 2,861,612 shares of Truist Financial worth $132M as of Q1 2026.
  • Sumitomo Mitsui Trust Group sold 192,327 Truist Financial shares in Q1 2026, an estimated $9.5M.
  • Truist Financial made up 0.09% of Sumitomo Mitsui Trust Group's portfolio in Q1 2026, its #224 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
  • Sumitomo Mitsui Trust Group's Truist Financial position peaked at $289M in Q4 2019.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q1 2026, filed 30 Apr 2026.