Bank of Montreal’s Truist Financial TFC Stock Holding History

Bank of Montreal’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 Q1	$165K	Buy	+3,600	New	+$178K	﹤0.01%	2998
2024 Q2	–	Sell	-60,000	Closed	-$2.32M	–	4235
2024 Q1	$2.32M	Hold	60,000	–	–	﹤0.01%	1560
2023 Q4	$2.24M	Hold	60,000	–	–	﹤0.01%	1631
2023 Q3	$1.74M	Buy	+60,000	New	+$1.85M	﹤0.01%	1774
2023 Q2	–	Sell	-400	Closed	-$13.6K	–	4283
2023 Q1	$13.6K	Buy	+400	New	+$17.5K	﹤0.01%	3582
2020 Q1	–	Sell	-54,600	Closed	-$3.08M	–	4679
2019 Q4	$3.08M	Buy	+54,600	New	+$2.96M	﹤0.01%	1643
2019 Q3	–	Sell	-160,000	Closed	-$7.86M	–	4976
2019 Q2	$7.86M	Buy	+160,000	New	+$7.84M	0.01%	1007
2014 Q2	–	Sell	-60,000	Closed	-$2.41M	–	4817
2014 Q1	$2.41M	Buy	+60,000	New	+$2.3M	﹤0.01%	1254

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of Montreal's TFC Position: Q1 2026 in Review

Bank of Montreal reduced its Truist Financial (TFC) stake by 4.9% in Q1 2026, selling an estimated $11.5M and leaving 4,520,788 shares worth $208M. The position accounts for 0.08% of the portfolio, ranked #204.

Bank of Montreal first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $234M in Q4 2025. 1,645 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Bank of Montreal held 4,520,788 shares of Truist Financial worth $208M as of Q1 2026.
Bank of Montreal sold 233,502 Truist Financial shares in Q1 2026, an estimated $11.5M.
Truist Financial made up 0.08% of Bank of Montreal's portfolio in Q1 2026, its #204 holding.
Bank of Montreal first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Truist Financial position peaked at $234M in Q4 2025.
1,645 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.