Universal-Beteiligungs- und Servicegesellschaft’s Truist Financial TFC Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$38.8M	Sell	780,711 -10,511	-1%	-$517K	0.06%	280
2026 Q1	$36.3M	Buy	791,222 +31,013	+4%	+$1.53M	0.06%	264
2025 Q4	$37.4M	Sell	760,209 -31,380	-4%	-$1.45M	0.06%	261
2025 Q3	$36.2M	Sell	791,589 -29,916	-4%	-$1.35M	0.06%	262
2025 Q2	$35.3M	Sell	821,505 -27,505	-3%	-$1.08M	0.06%	268
2025 Q1	$34.9M	Buy	849,010 +1,874	+0.2%	+$83.5K	0.07%	257
2024 Q4	$36.7M	Buy	+847,136	New	+$37.8M	0.07%	246

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's TFC Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Truist Financial (TFC) stake by 1.3% in Q2 2026, selling an estimated $517K and leaving 780,711 shares worth $38.8M. The position accounts for 0.06% of the portfolio, ranked #280.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. 1,304 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 780,711 shares of Truist Financial worth $38.8M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 10,511 Truist Financial shares in Q2 2026, an estimated $517K.
Truist Financial made up 0.06% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #280 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
1,304 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.