Bank of Montreal
TFC icon

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
Q2 		$453K Buy
9,100
+6,000
+194% +$295K ﹤0.01% 2513
2026
Q1 		$143K Buy
+3,100
New +$153K ﹤0.01% 3035
2024
Q2 		– Sell
-60,000
Closed -$2.32M – 4236
2024
Q1 		$2.32M Buy
60,000
+57,800
+2,627% +$2.11M ﹤0.01% 1561
2023
Q4 		$82.1K Buy
+2,200
New +$69.1K ﹤0.01% 3432
2023
Q2 		– Sell
-5,000
Closed -$171K – 4284
2023
Q1 		$171K Buy
+5,000
New +$218K ﹤0.01% 3082
2014
Q2 		– Sell
-60,000
Closed -$2.41M – 4818
2014
Q1 		$2.41M Buy
+60,000
New +$2.3M ﹤0.01% 1255

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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. 1,707 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.
  • 1,707 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.