Which funds own TFC
Truist Finl Corp in the Q2 2026 filings. At least 8 of the 91 current managers on file reported a position, worth $886m between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 6 managers opened or added against 2 cutting.
- Managers holding
- 8
- at least, of 91 current
- Combined value
- $886m
- as reported
- Opened
- 2
- new this quarter
- Added to
- 4
- already held
- Trimmed or sold out
- 2
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Capital Research Global Investors Long-only · $717bn book | $507m | 0.1% | 10,177,539 | +$40m+2,704 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $297m | 0.1% | 5,964,232 | +$74m+1,116,367 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $54m | 0.2% | 1,078,721 | +$20m+347,066 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $18m | 0.1% | 354,586 | opened354,586 | New |
| Quantbot Technologies LP Quantitative · $2.5bn book | $5.4m | 0.2% | 108,051 | opened108,051 | New |
| Caxton Associates LLP Macro · $5.3bn book | $2.9m | 0.1% | 58,418 | +$1.1m+20,002 | Added |
| Dodge & Cox Value · $191bn book | $1.0m | 0.0% | 19,151 | +$100k0 | Held |
| Harris Associates LP Value · $75.4bn book | $900k | 0.0% | 18,735 | -$100k-3,895 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Acadian Asset Management LLC · Quantitative$24m held before
Ownership through time
At least 16 of the 95 managers whose filings are on file listed TFC in Q2 2026, against 19 in Q4 2019. 3 managers fewer than in Q1 2026: 2 started positions; 1 sold out, by its own filing; 4 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q4 2019: 19
- Q1 2020: 19
- Q2 2020: 16
- Q3 2020: 12
- Q4 2020: 18
- Q1 2021: 17
- Q2 2021: 21
- Q3 2021: 14
- Q4 2021: 13
- Q1 2022: 14
- Q2 2022: 21
- Q3 2022: 17
- Q4 2022: 23
- Q1 2023: 21
- Q2 2023: 17
- Q3 2023: 24
- Q4 2023: 23
- Q1 2024: 23
- Q2 2024: 14
- Q3 2024: 21
- Q4 2024: 17
- Q1 2025: 20
- Q2 2025: 21
- Q3 2025: 22
- Q4 2025: 18
- Q1 2026: 19
- Q2 2026: 16
- Q4 2019: $8.8bn
- Q1 2020: $5.1bn
- Q2 2020: $5.3bn
- Q3 2020: $5.2bn
- Q4 2020: $5.4bn
- Q1 2021: $6.3bn
- Q2 2021: $5.6bn
- Q3 2021: $5.6bn
- Q4 2021: $5.7bn
- Q1 2022: $5.5bn
- Q2 2022: $5.0bn
- Q3 2022: $4.5bn
- Q4 2022: $4.6bn
- Q1 2023: $4.0bn
- Q2 2023: $3.7bn
- Q3 2023: $4.0bn
- Q4 2023: $5.0bn
- Q1 2024: $4.6bn
- Q2 2024: $3.8bn
- Q3 2024: $3.0bn
- Q4 2024: $1.4bn
- Q1 2025: $1.9bn
- Q2 2025: $2.1bn
- Q3 2025: $2.8bn
- Q4 2025: $2.9bn
- Q1 2026: $3.1bn
- Q2 2026: $2.3bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Invesco Ltd14,222,448 to 15,380,046 shares+$58m
- Arrowstreet Capital LP4,847,865 to 5,964,232 shares+$56m
- ExodusPoint Capital Management LPnew: 354,586 shares+$18m
- Bridgewater Associates LP731,655 to 1,078,721 shares+$17m
- Schonfeld Strategic Advisors LLC238,804 to 366,104 shares+$6.3m
Largest decreases, by shares
- Wellington Management Group LLP10,627,732 to 8,985,087 shares-$82m
- Neuberger Berman Group LLC3,880,226 to 2,878,563 shares-$50m
- Winton Group Ltd84,905 to 25,300 shares-$3.0m
- Verition Fund Management LLC412,448 to 364,226 shares-$2.4m
- Harris Associates LP22,630 to 18,735 shares-$194k
Left it
- Acadian Asset Management LLCwas $24m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Invesco Ltd | Q4 2019 | $773m | $766m | |
| Capital Research Global Investors | Q4 2019 | $507m | $507m | |
| Wellington Management Group LLP | Q4 2019 | $1.3bn | $448m | |
| Arrowstreet Capital LP | Q1 2020 | $297m | $297m | |
| Neuberger Berman Group LLC | Q3 2020 | $288m | $144m | |
| Bridgewater Associates LP | Q4 2019 | $54m | $54m | |
| Man Group PLC | Q4 2019 | $44m | $36m | |
| Schonfeld Strategic Advisors LLC | Q4 2019 | $63m | $18m | |
| Verition Fund Management LLC | Q4 2020 | $82m | $18m | |
| ExodusPoint Capital Management LP | Q2 2020 | $41m | $18m | |
| Woodline Partners LP | Q3 2025 | $14m | $14m | |
| Quantbot Technologies LP | Q2 2020 | $9.8m | $5.4m | |
| Caxton Associates LLP | Q1 2020 | $2.9m | $2.9m | |
| Winton Group Ltd | Q2 2022 | $5.8m | $1.3m | |
| Dodge & Cox | Q4 2019 | $2.0bn | $954k | |
| MFS Investment Management | Q4 2019 | $1.9bn | last listed Q4 2024 | |
| Fidelity (FMR LLC) | Q4 2019 | $1.7bn | last listed Q1 2026 | |
| Capital World Investors | Q4 2019 | $778m | last listed Q4 2022 | |
| First Eagle Investment Management LLC | Q4 2019 | $719m | last listed Q4 2024 | |
| Citadel Advisors LLC | Q4 2019 | $471m | last listed Q2 2025 | |
| T. Rowe Price Associates Inc | Q1 2020 | $271m | last listed Q1 2024 | |
| Jane Street Group LLC | Q2 2023 | $247m | last listed Q2 2023 | |
| Balyasny Asset Management LLC | Q1 2020 | $228m | last listed Q3 2025 | |
| AQR Capital Management LLC | Q2 2023 | $188m | last listed Q1 2026 | |
| Millennium Management LLC | Q4 2020 | $168m | last listed Q3 2025 |
What TFC is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around TFC →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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