CT
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Chicago Trust’s Truist Financial TFC Stock Holding History

Chicago 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
Q2 		$584K Buy
11,732
+876
+8% +$43.1K 0.08% 224
2026
Q1 		$499K Buy
10,856
+453
+4% +$22.4K 0.08% 240
2025
Q4 		$512K Buy
10,403
+264
+3% +$12.2K 0.08% 234
2025
Q3 		$464K Buy
+10,139
New +$457K 0.06% 266
2023
Q2 		– Sell
-8,689
Closed -$296K – 313
2023
Q1 		$296K Sell
8,689
-1,187
-12% -$51.8K 0.07% 226
2022
Q4 		$425K Buy
9,876
+4,374
+79% +$192K 0.11% 187
2022
Q3 		$239K Sell
5,502
-135
-2% -$6.5K 0.06% 262
2022
Q2 		$267K Buy
5,637
+1,628
+41% +$80.3K 0.07% 246
2022
Q1 		$227K Buy
+4,009
New +$248K 0.05% 304

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Chicago Trust's TFC Position: Q2 2026 in Review

Chicago Trust increased its Truist Financial (TFC) stake by 8.1% in Q2 2026, buying an estimated $43.1K and bringing the position to 11,732 shares worth $584K. The position accounts for 0.08% of the portfolio, ranked #224.

Chicago Trust first reported a position in TFC in Q1 2022 and has held it in 9 quarters since. 353 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Chicago Trust held 11,732 shares of Truist Financial worth $584K as of Q2 2026.
  • Chicago Trust bought 876 Truist Financial shares in Q2 2026, an estimated $43.1K.
  • Truist Financial made up 0.08% of Chicago Trust's portfolio in Q2 2026, its #224 holding.
  • Chicago Trust first reported a position in Truist Financial in Q1 2022 and has held it in 9 quarters since.
  • 353 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.