Cerity Partners
TFC icon

Cerity Partners’s Truist Financial TFC Stock Holding History

Cerity 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 		$27.5M Sell
552,501
-4,327
-0.8% -$213K 0.03% 385
2026
Q1 		$25.6M Sell
556,828
-44,617
-7% -$2.2M 0.04% 368
2025
Q4 		$29.6M Buy
601,445
+24,457
+4% +$1.13M 0.04% 320
2025
Q3 		$26.4M Buy
576,988
+32,737
+6% +$1.48M 0.04% 328
2025
Q2 		$23.4M Buy
544,251
+11,745
+2% +$460K 0.04% 332
2025
Q1 		$21.9M Sell
532,506
-16,602
-3% -$740K 0.04% 319
2024
Q4 		$23.8M Buy
549,108
+5,998
+1% +$268K 0.05% 284
2024
Q3 		$23.2M Buy
543,110
+4,088
+0.8% +$173K 0.05% 290
2024
Q2 		$20.9M Buy
539,022
+55,946
+12% +$2.11M 0.06% 272
2024
Q1 		$18.8M Sell
483,076
-51,128
-10% -$1.87M 0.05% 309
2023
Q4 		$19.7M Buy
534,204
+24,551
+5% +$771K 0.06% 248
2023
Q3 		$14.6M Sell
509,653
-169,951
-25% -$5.23M 0.07% 239
2023
Q2 		$20.6M Buy
679,604
+181,828
+37% +$5.65M 0.08% 225
2023
Q1 		$16.4M Sell
497,776
-101,115
-17% -$4.41M 0.04% 272
2022
Q4 		$25.8M Buy
598,891
+316,834
+112% +$13.9M 0.17% 133
2022
Q3 		$12.3M Sell
282,057
-3,278
-1% -$158K 0.15% 133
2022
Q2 		$13.5M Buy
285,335
+202,402
+244% +$9.98M 0.15% 137
2022
Q1 		$4.7M Sell
82,933
-3,267
-4% -$202K 0.07% 202
2021
Q4 		$5.05M Buy
86,200
+3,070
+4% +$188K 0.08% 205
2021
Q3 		$4.88M Buy
83,130
+1,709
+2% +$95.5K 0.11% 159
2021
Q2 		$4.52M Sell
81,421
-1,518
-2% -$89.2K 0.1% 166
2021
Q1 		$4.84M Buy
82,939
+3,488
+4% +$191K 0.11% 153
2020
Q4 		$3.81M Buy
79,451
+677
+0.9% +$30.6K 0.12% 141
2020
Q3 		$3M Buy
78,774
+70,258
+825% +$2.65M 0.12% 132
2020
Q2 		$320K Sell
8,516
-2,320
-21% -$83.6K 0.02% 345
2020
Q1 		$334K Sell
10,836
-7,928
-42% -$375K 0.02% 325
2019
Q4 		$1.06M Buy
+18,764
New +$1.02M 0.05% 238
2019
Q3 		– Sell
-4,259
Closed -$209K – 512
2019
Q2 		$209K Buy
+4,259
New +$209K 0.01% 448

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cerity Partners's TFC Position: Q2 2026 in Review

Cerity Partners reduced its Truist Financial (TFC) stake by 0.78% in Q2 2026, selling an estimated $213K and leaving 552,501 shares worth $27.5M. The position accounts for 0.03% of the portfolio, ranked #385.

Cerity Partners first reported a position in TFC in Q2 2019 and has held it in 28 quarters since. The position peaked at $29.6M in Q4 2025. 1,590 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cerity Partners held 552,501 shares of Truist Financial worth $27.5M as of Q2 2026.
  • Cerity Partners sold 4,327 Truist Financial shares in Q2 2026, an estimated $213K.
  • Truist Financial made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #385 holding.
  • Cerity Partners first reported a position in Truist Financial in Q2 2019 and has held it in 28 quarters since.
  • Cerity Partners's Truist Financial position peaked at $29.6M in Q4 2025.
  • 1,590 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.