Vontobel Holding
TFC icon

Vontobel Holding’s Truist Financial TFC Stock Holding History

Vontobel Holding’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 		$709K Sell
14,230
-734
-5% -$36.1K ﹤0.01% 933
2026
Q1 		$688K Buy
14,964
+1,487
+11% +$73.5K ﹤0.01% 742
2025
Q4 		$663K Sell
13,477
-1,842
-12% -$84.8K ﹤0.01% 901
2025
Q3 		$700K Sell
15,319
-3,050
-17% -$138K ﹤0.01% 836
2025
Q2 		$790K Buy
18,369
+556
+3% +$21.8K ﹤0.01% 757
2025
Q1 		$733K Sell
17,813
-3,257
-15% -$145K ﹤0.01% 676
2024
Q4 		$914K Sell
21,070
-1,247
-6% -$55.6K ﹤0.01% 623
2024
Q3 		$954K Buy
22,317
+426
+2% +$18K ﹤0.01% 604
2024
Q2 		$850K Sell
21,891
-1,030
-4% -$38.9K ﹤0.01% 608
2024
Q1 		$893K Sell
22,921
-831
-3% -$30.4K 0.01% 612
2023
Q4 		$877K Hold
23,752
– – 0.01% 629
2023
Q3 		$680K Buy
23,752
+1,957
+9% +$60.2K 0.01% 678
2023
Q2 		$661K Buy
21,795
+853
+4% +$26.5K 0.01% 715
2023
Q1 		$714K Sell
20,942
-2,533
-11% -$111K 0.01% 686
2022
Q4 		$999K Buy
23,475
+2,886
+14% +$127K 0.01% 582
2022
Q3 		$897K Sell
20,589
-1,778
-8% -$85.5K 0.01% 566
2022
Q2 		$1.06M Sell
22,367
-584
-3% -$28.8K 0.01% 532
2022
Q1 		$1.35M Buy
22,951
+738
+3% +$45.6K 0.01% 537
2021
Q4 		$1.3M Buy
22,213
+9,803
+79% +$599K 0.01% 561
2021
Q3 		$727K Sell
12,410
-5,585
-31% -$312K 0.01% 688
2021
Q2 		$995K Buy
17,995
+4,396
+32% +$258K 0.01% 592
2021
Q1 		$794K Sell
13,599
-1,968
-13% -$108K 0.01% 570
2020
Q4 		$824K Buy
+15,567
New +$705K 0.01% 562

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Vontobel Holding's TFC Position: Q2 2026 in Review

Vontobel Holding reduced its Truist Financial (TFC) stake by 4.9% in Q2 2026, selling an estimated $36.1K and leaving 14,230 shares worth $709K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Vontobel Holding first reported a position in TFC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.35M in Q1 2022. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Vontobel Holding held 14,230 shares of Truist Financial worth $709K as of Q2 2026.
  • Vontobel Holding sold 734 Truist Financial shares in Q2 2026, an estimated $36.1K.
  • Truist Financial made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #933 holding.
  • Vontobel Holding first reported a position in Truist Financial in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's Truist Financial position peaked at $1.35M in Q1 2022.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.