Chicago Capital’s Truist Financial TFC Stock Holding History

Chicago Capital’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 Q3	$220K	Hold	4,762	–	–	0.01%	351
2026 Q2	$237K	Hold	4,762	–	–	0.01%	339
2026 Q1	$219K	Sell	4,762 -53	-1%	-$2.62K	0.01%	339
2025 Q4	$237K	Buy	4,815 +53	+1%	+$2.44K	0.01%	329
2025 Q3	$218K	Hold	4,762	–	–	0.01%	343
2025 Q2	$205K	Buy	+4,762	New	+$186K	0.01%	345
2025 Q1	–	Sell	-5,068	Closed	-$220K	–	352
2024 Q4	$220K	Buy	+5,068	New	+$226K	0.01%	302
2022 Q1	–	Sell	-3,600	Closed	-$211K	–	267
2021 Q4	$211K	Hold	3,600	–	–	0.01%	246
2021 Q3	$211K	Hold	3,600	–	–	0.01%	239
2021 Q2	$200K	Hold	3,600	–	–	0.01%	242
2021 Q1	$210K	Buy	+3,600	New	+$197K	0.01%	232

Other funds holding TFC

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Chicago Capital's TFC Position: Q3 2026 in Review

Chicago Capital held its Truist Financial (TFC) position steady in Q3 2026 at 4,762 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #351.

Chicago Capital first reported a position in TFC in Q1 2021 and has held it in 11 quarters since. The position peaked at $237K in Q2 2026. 1,142 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Chicago Capital held 4,762 shares of Truist Financial worth $220K as of Q3 2026.
Chicago Capital left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.01% of Chicago Capital's portfolio in Q3 2026, its #351 holding.
Chicago Capital first reported a position in Truist Financial in Q1 2021 and has held it in 11 quarters since.
Chicago Capital's Truist Financial position peaked at $237K in Q2 2026.
1,142 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.