Cassia Capital Partners’s Truist Financial TFC Stock Holding History

Cassia Capital Partners’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	$411K	Hold	8,259	–	–	0.2%	57
2026 Q1	$380K	Buy	+8,259	New	+$408K	0.2%	57
2025 Q1	–	Sell	-5,149	Closed	-$223K	–	60
2024 Q4	$223K	Sell	5,149 -2,162	-30%	-$96.5K	0.14%	61
2024 Q3	$313K	Hold	7,311	–	–	0.21%	55
2024 Q2	$284K	Sell	7,311 -7,271	-50%	-$275K	0.19%	57
2024 Q1	$568K	Hold	14,582	–	–	0.38%	49
2023 Q4	$538K	Sell	14,582 -4,630	-24%	-$145K	0.45%	34
2023 Q3	$550K	Sell	19,212 -25	-0.1%	-$769	0.45%	24
2023 Q2	$584K	Sell	19,237 -5	-0%	-$155	0.46%	22
2023 Q1	$656K	Sell	19,242 -13	-0.1%	-$567	0.53%	16
2022 Q4	$829K	Buy	19,255 +7,936	+70%	+$348K	0.68%	13
2022 Q3	$493K	Buy	11,319 +2,022	+22%	+$97.3K	0.45%	13
2022 Q2	$441K	Buy	9,297 +451	+5%	+$22.2K	0.44%	19
2022 Q1	$502K	Sell	8,846 -372	-4%	-$23K	0.4%	19
2021 Q4	$540K	Buy	+9,218	New	+$563K	0.36%	21
2021 Q1	–	Sell	-7,511	Closed	-$360K	–	26
2020 Q4	$360K	Buy	+7,511	New	+$340K	0.35%	16

Other funds holding TFC

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Cassia Capital Partners's TFC Position: Q2 2026 in Review

Cassia Capital Partners held its Truist Financial (TFC) position steady in Q2 2026 at 8,259 shares worth $411K. The position accounts for 0.2% of the portfolio, ranked #57.

Cassia Capital Partners first reported a position in TFC in Q4 2020 and has held it in 16 quarters since. The position peaked at $829K in Q4 2022. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Cassia Capital Partners held 8,259 shares of Truist Financial worth $411K as of Q2 2026.
Cassia Capital Partners left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.2% of Cassia Capital Partners's portfolio in Q2 2026, its #57 holding.
Cassia Capital Partners first reported a position in Truist Financial in Q4 2020 and has held it in 16 quarters since.
Cassia Capital Partners's Truist Financial position peaked at $829K in Q4 2022.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.