Swiss Life Asset Management’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.4M | Sell |
490,695
-24,192
| -5% | -$1.19M | 0.1% | 158 |
|
|
2026
Q1 | $23.7M | Buy |
514,887
+49,405
| +11% | +$2.44M | 0.12% | 150 |
|
|
2025
Q4 | $22.9M | Sell |
465,482
-1,000,017
| -68% | -$46.1M | 0.12% | 142 |
|
|
2025
Q3 | $67M | Sell |
1,465,499
-30,548
| -2% | -$1.38M | 0.35% | 56 |
|
|
2025
Q2 | $64.3M | Buy |
1,496,047
+6,395
| +0.4% | +$250K | 0.38% | 55 |
|
|
2025
Q1 | $61.3M | Buy |
1,489,652
+26,779
| +2% | +$1.19M | 0.45% | 49 |
|
|
2024
Q4 | $63.4M | Buy |
1,462,873
+989,240
| +209% | +$44.1M | 0.47% | 43 |
|
|
2024
Q3 | $20.3M | Sell |
473,633
-10,172
| -2% | -$430K | 0.23% | 97 |
|
|
2024
Q2 | $18.8M | Buy |
483,805
+11,859
| +3% | +$448K | 0.22% | 99 |
|
|
2024
Q1 | $18.4M | Buy |
471,946
+181,945
| +63% | +$6.66M | 0.26% | 88 |
|
|
2023
Q4 | $10.7M | Buy |
290,001
+65,799
| +29% | +$2.07M | 0.13% | 187 |
|
|
2023
Q3 | $6.41M | Sell |
224,202
-14,667
| -6% | -$451K | 0.1% | 242 |
|
|
2023
Q2 | $7.25M | Buy |
238,869
+56,634
| +31% | +$1.76M | 0.11% | 235 |
|
|
2023
Q1 | $6.21M | Buy |
182,235
+31,124
| +21% | +$1.36M | 0.09% | 273 |
|
|
2022
Q4 | $6.51M | Sell |
151,111
-3,724
| -2% | -$163K | 0.11% | 226 |
|
|
2022
Q3 | $6.74M | Sell |
154,835
-28,521
| -16% | -$1.37M | 0.12% | 205 |
|
|
2022
Q2 | $8.7M | Sell |
183,356
-33,303
| -15% | -$1.64M | 0.14% | 180 |
|
|
2022
Q1 | $12.3M | Sell |
216,659
-20,195
| -9% | -$1.25M | 0.17% | 134 |
|
|
2021
Q4 | $13.9M | Buy |
236,854
+13,908
| +6% | +$850K | 0.18% | 128 |
|
|
2021
Q3 | $13.1M | Sell |
222,946
-48,826
| -18% | -$2.73M | 0.18% | 132 |
|
|
2021
Q2 | $12.9M | Buy |
271,772
+39,662
| +17% | +$2.33M | 0.13% | 148 |
|
|
2021
Q1 | $13.5M | Sell |
232,110
-23,343
| -9% | -$1.28M | 0.19% | 125 |
|
|
2020
Q4 | $12.2M | Sell |
255,453
-115,691
| -31% | -$5.24M | 0.18% | 123 |
|
|
2020
Q3 | $14.1M | Sell |
371,144
-13,160
| -3% | -$496K | 0.21% | 98 |
|
|
2020
Q2 | $14.4M | Buy |
384,304
+22,918
| +6% | +$825K | 0.23% | 96 |
|
|
2020
Q1 | $11.1M | Buy |
361,386
+68,703
| +23% | +$3.25M | 0.21% | 98 |
|
|
2019
Q4 | $16.5M | Buy |
292,683
+282,591
| +2,800% | +$15.3M | 0.31% | 80 |
|
|
2019
Q3 | $539K | Hold |
10,092
| – | – | 0.01% | 438 |
|
|
2019
Q2 | $495K | Buy |
10,092
+600
| +6% | +$29.4K | 0.01% | 464 |
|
|
2019
Q1 | $441K | Buy |
+9,492
| New | +$463K | 0.01% | 430 |
|
|
2018
Q4 | – | Sell |
-359,919
| Closed | -$17.5M | – | 437 |
|
|
2018
Q3 | $17.5M | Sell |
359,919
-79,356
| -18% | -$4.07M | 0.23% | 111 |
|
|
2018
Q2 | $22.2M | Sell |
439,275
-96,414
| -18% | -$5.12M | 0.33% | 87 |
|
|
2018
Q1 | $27.9M | Buy |
535,689
+523,862
| +4,429% | +$28.2M | 0.49% | 54 |
|
|
2017
Q4 | $589K | Sell |
11,827
-19,280
| -62% | -$931K | 0.01% | 381 |
|
|
2017
Q3 | $1.46M | Buy |
+31,107
| New | +$1.43M | 0.04% | 247 |
|
Other funds holding TFC
Swiss Life Asset Management's TFC Position: Q2 2026 in Review
Swiss Life Asset Management reduced its Truist Financial (TFC) stake by 4.7% in Q2 2026, selling an estimated $1.19M and leaving 490,695 shares worth $24.4M. The position accounts for 0.1% of the portfolio, ranked #158.
Swiss Life Asset Management first reported a position in TFC in Q3 2017 and has held it in 35 quarters since. The position peaked at $67M in Q3 2025. 1,245 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Swiss Life Asset Management held 490,695 shares of Truist Financial worth $24.4M as of Q2 2026.
- Swiss Life Asset Management sold 24,192 Truist Financial shares in Q2 2026, an estimated $1.19M.
- Truist Financial made up 0.1% of Swiss Life Asset Management's portfolio in Q2 2026, its #158 holding.
- Swiss Life Asset Management first reported a position in Truist Financial in Q3 2017 and has held it in 35 quarters since.
- Swiss Life Asset Management's Truist Financial position peaked at $67M in Q3 2025.
- 1,245 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.