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Calamos Wealth Management’s Truist Financial TFC Stock Holding History

Calamos Wealth Management’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 		$467K Buy
9,380
+135
+1% +$6.64K 0.01% 310
2026
Q1 		$425K Sell
9,245
-1,489
-14% -$73.6K 0.01% 309
2025
Q4 		$528K Buy
10,734
+1,268
+13% +$58.4K 0.02% 265
2025
Q3 		$433K Buy
+9,466
New +$427K 0.02% 280
2017
Q4 		– Sell
-60,840
Closed -$2.86M – 235
2017
Q3 		$2.86M Buy
60,840
+599
+1% +$27.5K 0.4% 76
2017
Q2 		$2.74M Buy
60,241
+108
+0.2% +$4.69K 0.39% 75
2017
Q1 		$2.69M Buy
60,133
+12,721
+27% +$594K 0.4% 75
2016
Q4 		$2.23M Buy
47,412
+2,962
+7% +$126K 0.36% 89
2016
Q3 		$1.68M Buy
44,450
+6,638
+18% +$247K 0.29% 114
2016
Q2 		$1.35M Buy
37,812
+5,705
+18% +$199K 0.24% 135
2016
Q1 		$1.07M Buy
32,107
+6,107
+23% +$203K 0.21% 148
2015
Q4 		$983K Buy
+26,000
New +$978K 0.2% 150
2014
Q4 		– Sell
-22,120
Closed -$823K – 228
2014
Q3 		$823K Buy
22,120
+1,365
+7% +$51.5K 0.24% 140
2014
Q2 		$818K Sell
20,755
-2,275
-10% -$87.2K 0.23% 139
2014
Q1 		$925K Buy
23,030
+1,625
+8% +$62.2K 0.27% 131
2013
Q4 		$799K Buy
21,405
+1,455
+7% +$50.3K 0.25% 135
2013
Q3 		$673K Buy
19,950
+1,935
+11% +$67.6K 0.22% 144
2013
Q2 		$610K Buy
+18,015
New +$575K 0.22% 130

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Calamos Wealth Management's TFC Position: Q2 2026 in Review

Calamos Wealth Management increased its Truist Financial (TFC) stake by 1.5% in Q2 2026, buying an estimated $6.64K and bringing the position to 9,380 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #310.

Calamos Wealth Management first reported a position in TFC in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.86M in Q3 2017. 1,045 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Calamos Wealth Management held 9,380 shares of Truist Financial worth $467K as of Q2 2026.
  • Calamos Wealth Management bought 135 Truist Financial shares in Q2 2026, an estimated $6.64K.
  • Truist Financial made up 0.01% of Calamos Wealth Management's portfolio in Q2 2026, its #310 holding.
  • Calamos Wealth Management first reported a position in Truist Financial in Q2 2013 and has held it in 18 quarters since.
  • Calamos Wealth Management's Truist Financial position peaked at $2.86M in Q3 2017.
  • 1,045 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Calamos Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.