UBS Group’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
Q1 | $295M | Buy |
6,415,455
+851,525
| +15% | +$42.1M | 0.04% | 435 |
|
|
2025
Q4 | $274M | Sell |
5,563,930
-1,252,014
| -18% | -$57.7M | 0.04% | 429 |
|
|
2025
Q3 | $312M | Buy |
6,815,944
+386,175
| +6% | +$17.4M | 0.05% | 381 |
|
|
2025
Q2 | $276M | Sell |
6,429,769
-350,490
| -5% | -$13.7M | 0.05% | 397 |
|
|
2025
Q1 | $279M | Buy |
6,780,259
+635,661
| +10% | +$28.3M | 0.05% | 373 |
|
|
2024
Q4 | $267M | Buy |
6,144,598
+265,043
| +5% | +$11.8M | 0.05% | 387 |
|
|
2024
Q3 | $251M | Buy |
5,879,555
+990,313
| +20% | +$41.8M | 0.05% | 321 |
|
|
2024
Q2 | $190M | Buy |
4,889,242
+128,479
| +3% | +$4.85M | 0.05% | 366 |
|
|
2024
Q1 | $186M | Buy |
4,760,763
+846,719
| +22% | +$31M | 0.05% | 389 |
|
|
2023
Q4 | $145M | Buy |
3,914,044
+101,288
| +3% | +$3.18M | 0.04% | 428 |
|
|
2023
Q3 | $109M | Sell |
3,812,756
-588,100
| -13% | -$18.1M | 0.04% | 467 |
|
|
2023
Q2 | $134M | Buy |
4,400,856
+191,524
| +5% | +$5.95M | 0.05% | 397 |
|
|
2023
Q1 | $144M | Sell |
4,209,332
-1,625,907
| -28% | -$71M | 0.05% | 344 |
|
|
2022
Q4 | $251M | Buy |
5,835,239
+518,488
| +10% | +$22.7M | 0.09% | 226 |
|
|
2022
Q3 | $231M | Sell |
5,316,751
-455,799
| -8% | -$21.9M | 0.1% | 210 |
|
|
2022
Q2 | $274M | Sell |
5,772,550
-182,971
| -3% | -$9.02M | 0.11% | 195 |
|
|
2022
Q1 | $338M | Sell |
5,955,521
-91,269
| -2% | -$5.64M | 0.11% | 191 |
|
|
2021
Q4 | $354M | Sell |
6,046,790
-510,808
| -8% | -$31.2M | 0.1% | 200 |
|
|
2021
Q3 | $385M | Sell |
6,557,598
-35,571
| -0.5% | -$1.99M | 0.12% | 169 |
|
|
2021
Q2 | $366M | Buy |
6,593,169
+365,281
| +6% | +$21.5M | 0.12% | 174 |
|
|
2021
Q1 | $363M | Buy |
6,227,888
+480,155
| +8% | +$26.3M | 0.12% | 176 |
|
|
2020
Q4 | $275M | Buy |
5,747,733
+499,465
| +10% | +$22.6M | 0.09% | 232 |
|
|
2020
Q3 | $200M | Sell |
5,248,268
-376,194
| -7% | -$14.2M | 0.08% | 245 |
|
|
2020
Q2 | $211M | Sell |
5,624,462
-2,290,800
| -29% | -$82.5M | 0.09% | 226 |
|
|
2020
Q1 | $244M | Sell |
7,915,262
-2,795,165
| -26% | -$132M | 0.12% | 179 |
|
|
2019
Q4 | $603M | Buy |
10,710,427
+9,819,277
| +1,102% | +$532M | 0.21% | 114 |
|
|
2019
Q3 | $47.6M | Buy |
891,150
+181,880
| +26% | +$9.01M | 0.02% | 719 |
|
|
2019
Q2 | $34.8M | Sell |
709,270
-111,138
| -14% | -$5.44M | 0.01% | 865 |
|
|
2019
Q1 | $38.2M | Buy |
820,408
+40,784
| +5% | +$1.99M | 0.02% | 776 |
|
|
2018
Q4 | $33.8M | Sell |
779,624
-329,135
| -30% | -$15.8M | 0.02% | 794 |
|
|
2018
Q3 | $53.8M | Buy |
1,108,759
+24,105
| +2% | +$1.24M | 0.02% | 637 |
|
|
2018
Q2 | $54.7M | Sell |
1,084,654
-177,601
| -14% | -$9.44M | 0.02% | 614 |
|
|
2018
Q1 | $65.7M | Buy |
1,262,255
+15,729
| +1% | +$847K | 0.03% | 520 |
|
|
2017
Q4 | $62M | Buy |
1,246,526
+435,577
| +54% | +$21M | 0.03% | 587 |
|
|
2017
Q3 | $38.1M | Buy |
810,949
+84,273
| +12% | +$3.87M | 0.02% | 739 |
|
|
2017
Q2 | $33M | Sell |
726,676
-39,584
| -5% | -$1.72M | 0.02% | 761 |
|
|
2017
Q1 | $34.3M | Sell |
766,260
-80,050
| -9% | -$3.74M | 0.02% | 714 |
|
|
2016
Q4 | $39.8M | Buy |
846,310
+176,920
| +26% | +$7.53M | 0.02% | 648 |
|
|
2016
Q3 | $25.2M | Buy |
669,390
+165,297
| +33% | +$6.16M | 0.02% | 833 |
|
|
2016
Q2 | $18M | Sell |
504,093
-157,330
| -24% | -$5.5M | 0.01% | 1005 |
|
|
2016
Q1 | $22M | Sell |
661,423
-26,810
| -4% | -$891K | 0.01% | 832 |
|
|
2015
Q4 | $26M | Buy |
688,233
+64,600
| +10% | +$2.43M | 0.02% | 812 |
|
|
2015
Q3 | $22.2M | Sell |
623,633
-308,044
| -33% | -$11.9M | 0.02% | 840 |
|
|
2015
Q2 | $37.6M | Sell |
931,677
-213,770
| -19% | -$8.46M | 0.03% | 633 |
|
|
2015
Q1 | $44.7M | Buy |
1,145,447
+309,788
| +37% | +$11.7M | 0.03% | 552 |
|
|
2014
Q4 | $32.5M | Buy |
+835,659
| New | +$31.5M | 0.02% | 712 |
|
Other funds holding TFC
VCM
VPM
UBS Group's TFC Position: Q1 2026 in Review
UBS Group increased its Truist Financial (TFC) stake by 15% in Q1 2026, buying an estimated $42.1M and bringing the position to 6,415,455 shares worth $295M. The position accounts for 0.04% of the portfolio, ranked #435.
UBS Group first reported a position in TFC in Q4 2014 and has held it in 46 quarters since. The position peaked at $603M in Q4 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- UBS Group held 6,415,455 shares of Truist Financial worth $295M as of Q1 2026.
- UBS Group bought 851,525 Truist Financial shares in Q1 2026, an estimated $42.1M.
- Truist Financial made up 0.04% of UBS Group's portfolio in Q1 2026, its #435 holding.
- UBS Group first reported a position in Truist Financial in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Truist Financial position peaked at $603M in Q4 2019.
- 1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.