Canandaigua National Trust of Florida’s Truist Financial TFC Stock Holding History

Canandaigua National Trust of Florida’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	$701K	Sell	15,257 -4,854	-24%	-$240K	0.56%	42
2025 Q4	$990K	Sell	20,111 -25	-0.1%	-$1.15K	0.62%	36
2025 Q3	$921K	Sell	20,136 -1,239	-6%	-$55.9K	0.73%	32
2025 Q2	$919K	Buy	21,375 +165	+0.8%	+$6.46K	0.65%	35
2025 Q1	$873K	Buy	21,210 +1,259	+6%	+$56.1K	0.77%	30
2024 Q4	$865K	Hold	19,951	–	–	0.68%	37
2024 Q3	$853K	Buy	+19,951	New	+$843K	0.73%	33

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

Canandaigua National Trust of Florida's TFC Position: Q1 2026 in Review

Canandaigua National Trust of Florida reduced its Truist Financial (TFC) stake by 24% in Q1 2026, selling an estimated $240K and leaving 15,257 shares worth $701K. The position accounts for 0.56% of the portfolio, ranked #42.

Canandaigua National Trust of Florida first reported a position in TFC in Q3 2024 and has held it in 7 quarters since. The position peaked at $990K in Q4 2025. 1,644 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Canandaigua National Trust of Florida held 15,257 shares of Truist Financial worth $701K as of Q1 2026.
Canandaigua National Trust of Florida sold 4,854 Truist Financial shares in Q1 2026, an estimated $240K.
Truist Financial made up 0.56% of Canandaigua National Trust of Florida's portfolio in Q1 2026, its #42 holding.
Canandaigua National Trust of Florida first reported a position in Truist Financial in Q3 2024 and has held it in 7 quarters since.
Canandaigua National Trust of Florida's Truist Financial position peaked at $990K in Q4 2025.
1,644 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Canandaigua National Trust of Florida's 13F filing for Q1 2026, filed 8 Apr 2026.