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Union Savings Bank’s Truist Financial TFC Stock Holding History

Union Savings Bank’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 		$108K Sell
2,159
-150
-6% -$7.38K 0.04% 172
2026
Q1 		$106K Sell
2,309
-588
-20% -$29.1K 0.05% 167
2025
Q4 		$143K Buy
+2,897
New +$133K 0.06% 150
2025
Q2 		$84.3K Buy
1,929
+500
+35% +$19.6K 0.04% 191
2025
Q1 		$58.8K Hold
1,429
– – 0.03% 212
2024
Q4 		$62K Buy
1,429
+724
+103% +$32.3K 0.03% 206
2024
Q3 		$30.2K Hold
705
– – 0.01% 241
2024
Q2 		$27.4K Hold
705
– – 0.01% 243
2024
Q1 		$27.5K Buy
705
+150
+27% +$5.49K 0.01% 241
2023
Q4 		$20.5K Sell
555
-525
-49% -$16.5K 0.01% 258
2023
Q3 		$30.9K Hold
1,080
– – 0.02% 235
2023
Q2 		$35.9K Buy
+1,080
New +$33.5K 0.02% 226

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Union Savings Bank's TFC Position: Q2 2026 in Review

Union Savings Bank reduced its Truist Financial (TFC) stake by 6.5% in Q2 2026, selling an estimated $7.38K and leaving 2,159 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #172.

Union Savings Bank first reported a position in TFC in Q2 2023 and has held it in 12 quarters since. The position peaked at $143K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Union Savings Bank held 2,159 shares of Truist Financial worth $108K as of Q2 2026.
  • Union Savings Bank sold 150 Truist Financial shares in Q2 2026, an estimated $7.38K.
  • Truist Financial made up 0.04% of Union Savings Bank's portfolio in Q2 2026, its #172 holding.
  • Union Savings Bank first reported a position in Truist Financial in Q2 2023 and has held it in 12 quarters since.
  • Union Savings Bank's Truist Financial position peaked at $143K in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.