CFIA
TFC icon

Cantor Fitzgerald Investment Advisors’s Truist Financial TFC Stock Holding History

Cantor Fitzgerald Investment Advisors’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
Q3 		$18.5M Buy
399,655
+7,924
+2% +$403K 1.26% 20
2026
Q2 		$19.5M Buy
391,731
+2,983
+0.8% +$147K 1.32% 16
2026
Q1 		$17.9M Sell
388,748
-6,723
-2% -$332K 1.32% 17
2025
Q4 		$19.5M Sell
395,471
-44,984
-10% -$2.07M 1.44% 13
2025
Q3 		$20.1M Buy
440,455
+3,368
+0.8% +$152K 1.37% 17
2025
Q2 		$18.8M Buy
437,087
+1,437
+0.3% +$56.2K 1.33% 19
2025
Q1 		$17.9M Buy
435,650
+19,286
+5% +$859K 1.3% 20
2024
Q4 		$18.1M Buy
416,364
+3,735
+0.9% +$167K 1.25% 25
2024
Q3 		$17.6M Sell
412,629
-473
-0.1% -$20K 1.2% 29
2024
Q2 		$16M Sell
413,102
-9,561
-2% -$361K 1.24% 32
2024
Q1 		$16.5M Sell
422,663
-4,824
-1% -$176K 1.22% 31
2023
Q4 		$15.8M Buy
+427,487
New +$13.4M 1.22% 32
2022
Q1 		$22.2M Buy
392,288
+191,769
+96% +$11.8M 0.99% 42
2021
Q4 		$11.7M Buy
200,519
+16
+0% +$978 0.71% 37
2021
Q3 		$11.8M Buy
200,503
+953
+0.5% +$53.3K 0.87% 34
2021
Q2 		$11.1M Buy
+199,550
New +$11.7M 0.81% 35

Other funds holding TFC

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors's TFC Position: Q3 2026 in Review

Cantor Fitzgerald Investment Advisors increased its Truist Financial (TFC) stake by 2% in Q3 2026, buying an estimated $403K and bringing the position to 399,655 shares worth $18.5M. The position accounts for 1.26% of the portfolio, ranked #20.

Cantor Fitzgerald Investment Advisors first reported a position in TFC in Q2 2021 and has held it in 16 quarters since. The position peaked at $22.2M in Q1 2022. 231 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Cantor Fitzgerald Investment Advisors held 399,655 shares of Truist Financial worth $18.5M as of Q3 2026.
  • Cantor Fitzgerald Investment Advisors bought 7,924 Truist Financial shares in Q3 2026, an estimated $403K.
  • Truist Financial made up 1.26% of Cantor Fitzgerald Investment Advisors's portfolio in Q3 2026, its #20 holding.
  • Cantor Fitzgerald Investment Advisors first reported a position in Truist Financial in Q2 2021 and has held it in 16 quarters since.
  • Cantor Fitzgerald Investment Advisors's Truist Financial position peaked at $22.2M in Q1 2022.
  • 231 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Cantor Fitzgerald Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.