When did TFC join the S&P 500?

Truist Financial joined the S&P 500 index on 1997-12-04.

What sector is TFC in?

TFC is in the Financials sector, Diversified Banks industry.

TFC — Truist Financial

Name: TFC Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Diversified Banks · Financials

Key Facts

Status	Active
Sector	Financials
Industry	Diversified Banks
Joined	1997-12-04
Tenure	28 yrs

Truist Financial is one of the three largest super-regional banks in the United States, with approximately $545 billion in assets as of Q2 2025. The company was formed in 2019 through the merger of BB&T and SunTrust. Headquartered in Charlotte, North Carolina, Truist operates primarily in the Mid-Atlantic and Southeast

Industry Peers

BAC C JPM PNC USB WFC

Sector Peers

ACGL AFL AIG AIZ AJG ALL AMP AON APO ARES

S&P 500 Timeline

1997-12-04Joined S&P 500

Institutional Holdings (13F)

19 institutions hold TFC, totaling 309K shares ($12M) · As of 2026Q1

Rank	Institution	Shares	Value
1	Legato Capital Management LLC	79K	$4M
2	DEAN INVESTMENT ASSOCIATES, LLC	68K	$3M
3	BAHL & GAYNOR INC	17K	$798085
4	FRANKLIN STREET ADVISORS INC /NC	16K	$747564
5	Pinnacle Holdings, LLC	14K	$621514
6	THOMPSON INVESTMENT MANAGEMENT, INC.	12K	$550537
7	EADS & HEALD WEALTH MANAGEMENT	12K	$530034
8	WHALEROCK POINT PARTNERS, LLC	26K	$526592
9	SVB WEALTH LLC	11K	$510057
10	Curbstone Financial Management Corp	10K	$438830

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10