Truist Financial
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Truist Financial’s Artisan Partners APAM Stock Holding History

Truist Financial’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Buy
9,754
+2,756
+39% +$101K ﹤0.01% 2466
2026
Q1 		$255K Buy
6,998
+1,737
+33% +$71K ﹤0.01% 2495
2025
Q4 		$214K Buy
+5,261
New +$225K ﹤0.01% 2566
2023
Q1 		– Sell
-34,082
Closed -$1.01M – 2568
2022
Q4 		$1.01M Sell
34,082
-439
-1% -$13.5K ﹤0.01% 1542
2022
Q3 		$929K Sell
34,521
-24
-0.1% -$844 ﹤0.01% 1527
2022
Q2 		$1.23M Sell
34,545
-9,203
-21% -$335K ﹤0.01% 1446
2022
Q1 		$1.72M Buy
43,748
+1,960
+5% +$79.6K ﹤0.01% 1354
2021
Q4 		$1.99M Sell
41,788
-692
-2% -$33.2K ﹤0.01% 1299
2021
Q3 		$2.08M Sell
42,480
-2,106
-5% -$106K ﹤0.01% 1254
2021
Q2 		$2.27M Buy
44,586
+6,473
+17% +$340K ﹤0.01% 1229
2021
Q1 		$1.99M Sell
38,113
-1,894
-5% -$96.6K ﹤0.01% 1240
2020
Q4 		$2.01M Buy
40,007
+1,927
+5% +$87.6K ﹤0.01% 1166
2020
Q3 		$1.49M Sell
38,080
-4,676
-11% -$171K ﹤0.01% 1193
2020
Q2 		$1.39M Sell
42,756
-5,386
-11% -$149K ﹤0.01% 1166
2020
Q1 		$1.03M Sell
48,142
-6,341
-12% -$190K ﹤0.01% 1242
2019
Q4 		$1.76M Buy
+54,483
New +$1.57M ﹤0.01% 1190
2015
Q3 		– Sell
-5,176
Closed -$240K – 823
2015
Q2 		$240K Sell
5,176
-187
-3% -$8.55K 0.01% 705
2015
Q1 		$244K Buy
5,363
+1,155
+27% +$54.6K 0.01% 718
2014
Q4 		$213K Buy
+4,208
New +$210K 0.01% 740
2014
Q1 		– Sell
-3,655
Closed -$238K – 793
2013
Q4 		$238K Buy
+3,655
New +$218K 0.01% 697
2013
Q3 		– Sell
-4,155
Closed -$207K – 742
2013
Q2 		$207K Buy
+4,155
New +$186K 0.01% 694

Other funds holding APAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Truist Financial's APAM Position: Q2 2026 in Review

Truist Financial increased its Artisan Partners (APAM) stake by 39% in Q2 2026, buying an estimated $101K and bringing the position to 9,754 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #2466.

Truist Financial first reported a position in APAM in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.27M in Q2 2021. 381 funds tracked by Wall St. Rank hold APAM as of Q2 2026.

  • Truist Financial held 9,754 shares of Artisan Partners worth $337K as of Q2 2026.
  • Truist Financial bought 2,756 Artisan Partners shares in Q2 2026, an estimated $101K.
  • Artisan Partners made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2466 holding.
  • Truist Financial first reported a position in Artisan Partners in Q2 2013 and has held it in 21 quarters since.
  • Truist Financial's Artisan Partners position peaked at $2.27M in Q2 2021.
  • 381 funds tracked by Wall St. Rank held Artisan Partners as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.