Chevy Chase Trust’s Truist Financial TFC Stock Holding History

Chevy Chase Trust’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	$31.3M	Sell	679,941 -28,277	-4%	-$1.4M	0.09%	195
2025 Q4	$34.9M	Sell	708,218 -25,941	-4%	-$1.19M	0.09%	181
2025 Q3	$33.6M	Sell	734,159 -52,361	-7%	-$2.36M	0.09%	183
2025 Q2	$33.8M	Sell	786,520 -27,781	-3%	-$1.09M	0.1%	189
2025 Q1	$33.5M	Sell	814,301 -6,474	-0.8%	-$288K	0.11%	174
2024 Q4	$35.6M	Sell	820,775 -21,087	-3%	-$941K	0.11%	170
2024 Q3	$36M	Sell	841,862 -26,496	-3%	-$1.12M	0.11%	169
2024 Q2	$33.7M	Sell	868,358 -26,037	-3%	-$984K	0.11%	172
2024 Q1	$34.9M	Buy	894,395 +79,710	+10%	+$2.92M	0.11%	169
2023 Q4	$30.1M	Sell	814,685 -3,857	-0.5%	-$121K	0.11%	173
2023 Q3	$23.4M	Sell	818,542 -17,870	-2%	-$550K	0.09%	197
2023 Q2	$25.4M	Sell	836,412 -6,680	-0.8%	-$207K	0.1%	189
2023 Q1	$28.7M	Buy	843,092 +8,469	+1%	+$370K	0.11%	170
2022 Q4	$35.9M	Sell	834,623 -51,919	-6%	-$2.28M	0.15%	136
2022 Q3	$38.6M	Buy	886,542 +5,868	+0.7%	+$282K	0.16%	130
2022 Q2	$41.8M	Buy	880,674 +1,305	+0.1%	+$64.4K	0.17%	131
2022 Q1	$49.9M	Buy	879,369 +1,468	+0.2%	+$90.7K	0.17%	126
2021 Q4	$51.4M	Sell	877,901 -19,317	-2%	-$1.18M	0.17%	126
2021 Q3	$52.6M	Sell	897,218 -36,415	-4%	-$2.03M	0.18%	122
2021 Q2	$51.8M	Sell	933,633 -47,088	-5%	-$2.77M	0.18%	131
2021 Q1	$57.2M	Sell	980,721 -65,794	-6%	-$3.61M	0.2%	116
2020 Q4	$50.2M	Sell	1,046,515 -28,168	-3%	-$1.28M	0.18%	128
2020 Q3	$40.9M	Sell	1,074,683 -90,050	-8%	-$3.39M	0.16%	138
2020 Q2	$43.7M	Sell	1,164,733 -55,485	-5%	-$2M	0.18%	128
2020 Q1	$37.6M	Buy	1,220,218 +17,507	+1%	+$828K	0.18%	132
2019 Q4	$67.7M	Buy	1,202,711 +495,417	+70%	+$26.8M	0.26%	93
2019 Q3	$37.7M	Buy	707,294 +548	+0.1%	+$27.2K	0.15%	153
2019 Q2	$34.7M	Buy	706,746 +35,687	+5%	+$1.75M	0.14%	159
2019 Q1	$34.3M	Buy	671,059 +318	+0%	+$15.5K	0.14%	162
2018 Q4	$29.1M	Sell	670,741 -637	-0.1%	-$30.6K	0.14%	159
2018 Q3	$32.6M	Sell	671,378 -20,180	-3%	-$1.04M	0.14%	169
2018 Q2	$34.9M	Sell	691,558 -1,530	-0.2%	-$81.3K	0.15%	158
2018 Q1	$36.1M	Sell	693,088 -27,344	-4%	-$1.47M	0.16%	150
2017 Q4	$35.8M	Sell	720,432 -19,306	-3%	-$932K	0.15%	155
2017 Q3	$34.7M	Buy	739,738 +1,582	+0.2%	+$72.7K	0.16%	154
2017 Q2	$33.5M	Buy	738,156 +1,857	+0.3%	+$80.6K	0.16%	151
2017 Q1	$32.9M	Buy	736,299 +19,011	+3%	+$888K	0.16%	151
2016 Q4	$33.7M	Sell	717,288 -2,093	-0.3%	-$89K	0.18%	137
2016 Q3	$27.1M	Sell	719,381 -21,592	-3%	-$804K	0.15%	166
2016 Q2	$26.4M	Buy	740,973 +42,701	+6%	+$1.49M	0.15%	162
2016 Q1	$23.2M	Sell	698,272 -1,014	-0.1%	-$33.7K	0.13%	175
2015 Q4	$26.4M	Buy	699,286 +4,834	+0.7%	+$182K	0.16%	153
2015 Q3	$24.7M	Buy	694,452 +62,264	+10%	+$2.4M	0.15%	157
2015 Q2	$25.5M	Buy	632,188 +15,330	+2%	+$606K	0.15%	162
2015 Q1	$24.1M	Buy	616,858 +16,310	+3%	+$615K	0.15%	176
2014 Q4	$23.4M	Sell	600,548 -5,861	-1%	-$221K	0.15%	174
2014 Q3	$22.6M	Buy	606,409 +35,274	+6%	+$1.33M	0.15%	169
2014 Q2	$22.5M	Sell	571,135 -4,790	-0.8%	-$184K	0.16%	164
2014 Q1	$23.1M	Buy	575,925 +4,490	+0.8%	+$172K	0.17%	157
2013 Q4	$21.3M	Buy	571,435 +3,803	+0.7%	+$131K	0.16%	161
2013 Q3	$19.2M	Buy	567,632 +17,378	+3%	+$607K	0.16%	159
2013 Q2	$18.6M	Buy	+550,254	New	+$17.6M	0.16%	145

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

Chevy Chase Trust's TFC Position: Q1 2026 in Review

Chevy Chase Trust reduced its Truist Financial (TFC) stake by 4% in Q1 2026, selling an estimated $1.4M and leaving 679,941 shares worth $31.3M. The position accounts for 0.09% of the portfolio, ranked #195.

Chevy Chase Trust first reported a position in TFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $67.7M in Q4 2019. 1,643 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Chevy Chase Trust held 679,941 shares of Truist Financial worth $31.3M as of Q1 2026.
Chevy Chase Trust sold 28,277 Truist Financial shares in Q1 2026, an estimated $1.4M.
Truist Financial made up 0.09% of Chevy Chase Trust's portfolio in Q1 2026, its #195 holding.
Chevy Chase Trust first reported a position in Truist Financial in Q2 2013 and has held it in 52 quarters since.
Chevy Chase Trust's Truist Financial position peaked at $67.7M in Q4 2019.
1,643 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.