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CBIZ Investment Advisory Services’s Truist Financial TFC Stock Holding History

CBIZ Investment Advisory Services’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 		$2.53K Hold
55
– – ﹤0.01% 310
2026
Q1 		$2.53K Sell
55
-141
-72% -$6.97K ﹤0.01% 310
2025
Q4 		$9.64K Sell
196
-53
-21% -$2.44K ﹤0.01% 391
2025
Q3 		$11.4K Sell
249
-531
-68% -$23.9K ﹤0.01% 325
2025
Q2 		$33.5K Buy
780
+521
+201% +$20.4K ﹤0.01% 173
2025
Q1 		$10.6K Buy
259
+82
+46% +$3.65K ﹤0.01% 308
2024
Q4 		$7.7K Sell
177
-9
-5% -$402 ﹤0.01% 298
2024
Q3 		$7.97K Buy
186
+2
+1% +$84 ﹤0.01% 275
2024
Q2 		$7.17K Buy
184
+30
+19% +$1.13K ﹤0.01% 274
2024
Q1 		$6.01K Buy
+154
New +$5.63K ﹤0.01% 279
2020
Q1 		– Hold
0
– – – 124

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

CBIZ Investment Advisory Services's TFC Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Truist Financial (TFC) position steady in Q2 2026 at 55 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

CBIZ Investment Advisory Services first reported a position in TFC in Q1 2024 and has held it in 10 quarters since. The position peaked at $33.5K in Q2 2025. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • CBIZ Investment Advisory Services held 55 shares of Truist Financial worth $2.53K as of Q2 2026.
  • CBIZ Investment Advisory Services left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #310 holding.
  • CBIZ Investment Advisory Services first reported a position in Truist Financial in Q1 2024 and has held it in 10 quarters since.
  • CBIZ Investment Advisory Services's Truist Financial position peaked at $33.5K in Q2 2025.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.