Bank of Montreal’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $221M | Sell |
4,442,893
-77,895
| -2% | -$3.83M | 0.07% | 212 |
|
|
2026
Q1 | $208M | Sell |
4,520,788
-233,502
| -5% | -$11.5M | 0.08% | 204 |
|
|
2025
Q4 | $234M | Buy |
4,754,290
+1,837,189
| +63% | +$84.6M | 0.08% | 191 |
|
|
2025
Q3 | $133M | Sell |
2,917,101
-109,720
| -4% | -$4.95M | 0.05% | 264 |
|
|
2025
Q2 | $130M | Sell |
3,026,821
-114,417
| -4% | -$4.48M | 0.06% | 225 |
|
|
2025
Q1 | $129M | Sell |
3,141,238
-43,208
| -1% | -$1.92M | 0.06% | 223 |
|
|
2024
Q4 | $138M | Sell |
3,184,446
-377,160
| -11% | -$16.8M | 0.06% | 223 |
|
|
2024
Q3 | $151M | Sell |
3,561,606
-49,753
| -1% | -$2.1M | 0.07% | 222 |
|
|
2024
Q2 | $134M | Sell |
3,611,359
-602,383
| -14% | -$22.8M | 0.04% | 247 |
|
|
2024
Q1 | $163M | Sell |
4,213,742
-520,808
| -11% | -$19.1M | 0.05% | 205 |
|
|
2023
Q4 | $177M | Buy |
4,734,550
+969,040
| +26% | +$30.4M | 0.05% | 192 |
|
|
2023
Q3 | $109M | Sell |
3,765,510
-151,956
| -4% | -$4.67M | 0.04% | 248 |
|
|
2023
Q2 | $125M | Buy |
3,917,466
+105,545
| +3% | +$3.28M | 0.04% | 219 |
|
|
2023
Q1 | $130M | Buy |
3,811,921
+1,833,223
| +93% | +$80M | 0.05% | 202 |
|
|
2022
Q4 | $85.2M | Buy |
1,978,698
+287,507
| +17% | +$12.6M | 0.04% | 272 |
|
|
2022
Q3 | $75.4K | Sell |
1,691,191
-91,529
| -5% | -$4.4M | 0.03% | 277 |
|
|
2022
Q2 | $88.2K | Sell |
1,782,720
-1,318,837
| -43% | -$65M | 0.04% | 268 |
|
|
2022
Q1 | $182M | Buy |
3,101,557
+490,869
| +19% | +$30.3M | 0.09% | 165 |
|
|
2021
Q4 | $153M | Sell |
2,610,688
-776,059
| -23% | -$47.4M | 0.08% | 190 |
|
|
2021
Q3 | $201M | Buy |
3,386,747
+641,718
| +23% | +$35.9M | 0.09% | 192 |
|
|
2021
Q2 | $152M | Buy |
2,745,029
+538,177
| +24% | +$31.6M | 0.08% | 224 |
|
|
2021
Q1 | $131M | Sell |
2,206,852
-273,178
| -11% | -$15M | 0.09% | 202 |
|
|
2020
Q4 | $126M | Buy |
2,480,030
+144,275
| +6% | +$6.53M | 0.08% | 197 |
|
|
2020
Q3 | $95.3M | Buy |
2,335,755
+321,945
| +16% | +$12.1M | 0.08% | 211 |
|
|
2020
Q2 | $67.7M | Buy |
2,013,810
+176,774
| +10% | +$6.37M | 0.06% | 261 |
|
|
2020
Q1 | $52.3M | Sell |
1,837,036
-827,716
| -31% | -$39.1M | 0.06% | 260 |
|
|
2019
Q4 | $150M | Buy |
2,664,752
+1,212,434
| +83% | +$65.6M | 0.11% | 168 |
|
|
2019
Q3 | $77.5M | Sell |
1,452,318
-9,548
| -0.7% | -$473K | 0.07% | 252 |
|
|
2019
Q2 | $71.8M | Sell |
1,461,866
-36,417
| -2% | -$1.78M | 0.06% | 273 |
|
|
2019
Q1 | $69.7M | Sell |
1,498,283
-458,666
| -23% | -$22.4M | 0.06% | 270 |
|
|
2018
Q4 | $84.8M | Buy |
1,956,949
+276,969
| +16% | +$13.3M | 0.08% | 215 |
|
|
2018
Q3 | $81.5M | Sell |
1,679,980
-40,340
| -2% | -$2.07M | 0.06% | 267 |
|
|
2018
Q2 | $86.8M | Buy |
1,720,320
+287,793
| +20% | +$15.3M | 0.07% | 249 |
|
|
2018
Q1 | $74.5M | Buy |
1,432,527
+37,651
| +3% | +$2.03M | 0.07% | 271 |
|
|
2017
Q4 | $69.4M | Buy |
1,394,876
+224,567
| +19% | +$10.8M | 0.06% | 293 |
|
|
2017
Q3 | $54.9M | Sell |
1,170,309
-53,742
| -4% | -$2.47M | 0.05% | 315 |
|
|
2017
Q2 | $55.6M | Sell |
1,224,051
-26,665
| -2% | -$1.16M | 0.05% | 308 |
|
|
2017
Q1 | $55.9M | Buy |
1,250,716
+94,692
| +8% | +$4.42M | 0.05% | 285 |
|
|
2016
Q4 | $52.3M | Buy |
1,156,024
+80,644
| +7% | +$3.43M | 0.06% | 287 |
|
|
2016
Q3 | $40.6M | Sell |
1,075,380
-34,865
| -3% | -$1.3M | 0.04% | 335 |
|
|
2016
Q2 | $39.5M | Buy |
1,110,245
+33,714
| +3% | +$1.18M | 0.05% | 333 |
|
|
2016
Q1 | $35.8M | Buy |
1,076,531
+161,129
| +18% | +$5.35M | 0.04% | 328 |
|
|
2015
Q4 | $34.6M | Buy |
915,402
+48,869
| +6% | +$1.84M | 0.04% | 330 |
|
|
2015
Q3 | $30.8M | Buy |
866,533
+122,236
| +16% | +$4.72M | 0.04% | 343 |
|
|
2015
Q2 | $30M | Buy |
744,297
+39,353
| +6% | +$1.56M | 0.04% | 400 |
|
|
2015
Q1 | $27.5M | Buy |
704,944
+25,066
| +4% | +$945K | 0.03% | 411 |
|
|
2014
Q4 | $26.4M | Buy |
679,878
+131,236
| +24% | +$4.94M | 0.03% | 404 |
|
|
2014
Q3 | $20.4M | Sell |
548,642
-30,431
| -5% | -$1.15M | 0.02% | 491 |
|
|
2014
Q2 | $22.8M | Sell |
579,073
-3,872
| -0.7% | -$148K | 0.03% | 449 |
|
|
2014
Q1 | $23.4M | Buy |
582,945
+86,760
| +17% | +$3.32M | 0.03% | 390 |
|
|
2013
Q4 | $18.5M | Buy |
496,185
+44,544
| +10% | +$1.54M | 0.03% | 401 |
|
|
2013
Q3 | $15.2M | Buy |
451,641
+94,362
| +26% | +$3.3M | 0.02% | 402 |
|
|
2013
Q2 | $12.1M | Buy |
+357,279
| New | +$11.4M | 0.02% | 434 |
|
Other funds holding TFC
VCM
VPM
Bank of Montreal's TFC Position: Q2 2026 in Review
Bank of Montreal reduced its Truist Financial (TFC) stake by 1.7% in Q2 2026, selling an estimated $3.83M and leaving 4,442,893 shares worth $221M. The position accounts for 0.07% of the portfolio, ranked #212.
Bank of Montreal first reported a position in TFC in Q2 2013 and has held it in 53 quarters since. The position peaked at $234M in Q4 2025. 1,427 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- Bank of Montreal held 4,442,893 shares of Truist Financial worth $221M as of Q2 2026.
- Bank of Montreal sold 77,895 Truist Financial shares in Q2 2026, an estimated $3.83M.
- Truist Financial made up 0.07% of Bank of Montreal's portfolio in Q2 2026, its #212 holding.
- Bank of Montreal first reported a position in Truist Financial in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Truist Financial position peaked at $234M in Q4 2025.
- 1,427 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.