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 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 New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $156B AUM 27.51% 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

CBIZ Investment Advisory Services's TFC Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its Truist Financial (TFC) stake by 72% in Q1 2026, selling an estimated $6.97K and leaving 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 9 quarters since. The position peaked at $33.5K in Q2 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

CBIZ Investment Advisory Services held 55 shares of Truist Financial worth $2.53K as of Q1 2026.
CBIZ Investment Advisory Services sold 141 Truist Financial shares in Q1 2026, an estimated $6.97K.
Truist Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #310 holding.
CBIZ Investment Advisory Services first reported a position in Truist Financial in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's Truist Financial position peaked at $33.5K in Q2 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.