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 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Chicago Capital's TFC Position: Q2 2026 in Review

Chicago Capital held its Truist Financial (TFC) position steady in Q2 2026 at 4,762 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #339.

Chicago Capital first reported a position in TFC in Q1 2021 and has held it in 10 quarters since. 740 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Chicago Capital held 4,762 shares of Truist Financial worth $237K as of Q2 2026.
Chicago Capital left its Truist Financial share count unchanged in Q2 2026.
Truist Financial made up 0.01% of Chicago Capital's portfolio in Q2 2026, its #339 holding.
Chicago Capital first reported a position in Truist Financial in Q1 2021 and has held it in 10 quarters since.
740 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.