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Chicago Partners Investment Group’s Truist Financial TFC Stock Holding History

Chicago Partners Investment Group’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 		$500K Buy
9,770
+285
+3% +$14K 0.01% 999
2026
Q1 		$483K Buy
9,485
+1,090
+13% +$53.9K 0.01% 909
2025
Q4 		$416K Buy
8,395
+682
+9% +$31.4K 0.01% 870
2025
Q3 		$342K Buy
7,713
+137
+2% +$6.18K 0.01% 881
2025
Q2 		$347K Sell
7,576
-598
-7% -$23.4K 0.01% 769
2025
Q1 		$316K Buy
8,174
+2,904
+55% +$129K 0.01% 669
2024
Q4 		$232K Buy
5,270
+122
+2% +$5.44K 0.01% 759
2024
Q3 		$224K Buy
+5,148
New +$217K 0.01% 716
2018
Q4 		– Sell
-111
Closed -$5K – 854
2018
Q3 		$5K Buy
+111
New +$5.7K ﹤0.01% 921
2017
Q1 		– Sell
-70
Closed -$3K – 594
2016
Q4 		$3K Buy
+70
New +$2.98K ﹤0.01% 496
2015
Q2 		– Sell
-180
Closed -$7K – 485
2015
Q1 		$7K Sell
180
-180
-50% -$6.78K ﹤0.01% 396
2014
Q4 		$14K Buy
+360
New +$13.6K 0.01% 330

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Chicago Partners Investment Group's TFC Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Truist Financial (TFC) stake by 3% in Q2 2026, buying an estimated $14K and bringing the position to 9,770 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #999.

Chicago Partners Investment Group first reported a position in TFC in Q4 2014 and has held it in 12 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Chicago Partners Investment Group held 9,770 shares of Truist Financial worth $500K as of Q2 2026.
  • Chicago Partners Investment Group bought 285 Truist Financial shares in Q2 2026, an estimated $14K.
  • Truist Financial made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #999 holding.
  • Chicago Partners Investment Group first reported a position in Truist Financial in Q4 2014 and has held it in 12 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.