VSQM
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V-Square Quantitative Management’s Truist Financial TFC Stock Holding History

V-Square Quantitative Management’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 		$1.24M Sell
24,954
-368
-1% -$18.1K 0.12% 149
2026
Q1 		$1.16M Buy
25,322
+444
+2% +$21.9K 0.12% 147
2025
Q4 		$1.22M Sell
24,878
-4,191
-14% -$193K 0.13% 135
2025
Q3 		$1.33M Buy
29,069
+1,538
+6% +$69.3K 0.22% 84
2025
Q2 		$1.18M Sell
27,531
-1,676
-6% -$65.6K 0.16% 125
2025
Q1 		$1.2M Buy
29,207
+1,697
+6% +$75.6K 0.18% 123
2024
Q4 		$1.19M Sell
27,510
-1,090
-4% -$48.6K 0.17% 123
2024
Q3 		$1.22M Sell
28,600
-554
-2% -$23.4K 0.18% 111
2024
Q2 		$1.13M Buy
29,154
+1,107
+4% +$41.8K 0.18% 102
2024
Q1 		$1.09M Buy
28,047
+5,415
+24% +$198K 0.15% 109
2023
Q4 		$836K Buy
22,632
+5,877
+35% +$185K 0.15% 108
2023
Q3 		$479K Buy
16,755
+6,540
+64% +$201K 0.21% 95
2023
Q2 		$310K Sell
10,215
-445
-4% -$13.8K 0.23% 88
2023
Q1 		$364K Buy
+10,660
New +$465K 0.34% 73

Other funds holding TFC

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

V-Square Quantitative Management's TFC Position: Q2 2026 in Review

V-Square Quantitative Management reduced its Truist Financial (TFC) stake by 1.5% in Q2 2026, selling an estimated $18.1K and leaving 24,954 shares worth $1.24M. The position accounts for 0.12% of the portfolio, ranked #149.

V-Square Quantitative Management first reported a position in TFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.33M in Q3 2025. 667 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • V-Square Quantitative Management held 24,954 shares of Truist Financial worth $1.24M as of Q2 2026.
  • V-Square Quantitative Management sold 368 Truist Financial shares in Q2 2026, an estimated $18.1K.
  • Truist Financial made up 0.12% of V-Square Quantitative Management's portfolio in Q2 2026, its #149 holding.
  • V-Square Quantitative Management first reported a position in Truist Financial in Q1 2023 and has held it in 14 quarters since.
  • V-Square Quantitative Management's Truist Financial position peaked at $1.33M in Q3 2025.
  • 667 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.