YIH
TFC icon

Y-Intercept (HK)’s Truist Financial TFC Stock Holding History

Y-Intercept (HK)’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 		$2.37M Sell
47,537
-155,473
-77% -$7.65M 0.05% 613
2026
Q1 		$9.33M Sell
203,010
-135,695
-40% -$6.71M 0.18% 123
2025
Q4 		$16.7M Buy
338,705
+264,795
+358% +$12.2M 0.37% 24
2025
Q3 		$3.38M Buy
73,910
+16,131
+28% +$727K 0.08% 351
2025
Q2 		$2.48M Buy
57,779
+1,277
+2% +$50K 0.06% 501
2025
Q1 		$2.33M Buy
56,502
+45,676
+422% +$2.03M 0.16% 157
2024
Q4 		$470K Sell
10,826
-32,651
-75% -$1.46M 0.03% 753
2024
Q3 		$1.86M Sell
43,477
-21,979
-34% -$928K 0.11% 226
2024
Q2 		$2.54M Sell
65,456
-113,697
-63% -$4.29M 0.14% 184
2024
Q1 		$6.98M Buy
179,153
+58,093
+48% +$2.13M 0.53% 9
2023
Q4 		$4.47M Buy
+121,060
New +$3.8M 0.42% 22
2023
Q3 		– Sell
-41,415
Closed -$1.26M – 1584
2023
Q2 		$1.26M Buy
41,415
+21,171
+105% +$658K 0.13% 216
2023
Q1 		$690K Buy
20,244
+4,632
+30% +$202K 0.08% 387
2022
Q4 		$672K Buy
+15,612
New +$685K 0.1% 326
2022
Q2 		– Sell
-18,388
Closed -$1.04M – 1187
2022
Q1 		$1.04M Buy
+18,388
New +$1.14M 0.24% 105
2021
Q2 		– Sell
-7,563
Closed -$445K – 896
2021
Q1 		$445K Buy
+7,563
New +$415K 0.12% 284

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

Y-Intercept (HK)'s TFC Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Truist Financial (TFC) stake by 77% in Q2 2026, selling an estimated $7.65M and leaving 47,537 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #613.

Y-Intercept (HK) first reported a position in TFC in Q1 2021 and has held it in 16 quarters since. The position peaked at $16.7M in Q4 2025. 489 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Y-Intercept (HK) held 47,537 shares of Truist Financial worth $2.37M as of Q2 2026.
  • Y-Intercept (HK) sold 155,473 Truist Financial shares in Q2 2026, an estimated $7.65M.
  • Truist Financial made up 0.05% of Y-Intercept (HK)'s portfolio in Q2 2026, its #613 holding.
  • Y-Intercept (HK) first reported a position in Truist Financial in Q1 2021 and has held it in 16 quarters since.
  • Y-Intercept (HK)'s Truist Financial position peaked at $16.7M in Q4 2025.
  • 489 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.