TFO
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Timonier Family Office’s Truist Financial TFC Stock Holding History

Timonier Family Office’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 		$296K Buy
+5,941
New +$292K 0.08% 50
2025
Q4 		$292K Hold
5,941
– – 0.09% 50
2025
Q3 		$272K Hold
5,941
– – 0.09% 50
2025
Q2 		$255K Hold
5,941
– – 0.1% 52
2025
Q1 		$244K Sell
5,941
-551
-8% -$24.5K 0.11% 47
2024
Q4 		$282K Buy
+6,492
New +$290K 0.14% 47

Other funds holding TFC

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
SAM
SEB Asset Management Stockholm $26.6B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Timonier Family Office's TFC Position: Q2 2026 in Review

Timonier Family Office opened a new position in Truist Financial (TFC) in Q2 2026: 5,941 shares worth $296K. The stake represents 0.08% of the portfolio and ranks #50 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in TFC as recently as Q4 2025.

Timonier Family Office first reported a position in TFC in Q4 2024 and has held it in 6 quarters since. 832 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Timonier Family Office held 5,941 shares of Truist Financial worth $296K as of Q2 2026.
  • Truist Financial was a new Timonier Family Office position in Q2 2026.
  • Truist Financial made up 0.08% of Timonier Family Office's portfolio in Q2 2026, its #50 holding.
  • Timonier Family Office first reported a position in Truist Financial in Q4 2024 and has held it in 6 quarters since.
  • 832 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.