CI Investments Inc
TFC icon

CI Investments Inc’s Truist Financial TFC Stock Holding History

CI Investments Inc’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 		$1.66M Buy
33,406
+26,982
+420% +$1.33M 0.01% 487
2026
Q1 		$295K Sell
6,424
-1,409
-18% -$69.6K ﹤0.01% 555
2025
Q4 		$385K Sell
7,833
-2,354
-23% -$108K ﹤0.01% 537
2025
Q3 		$466K Buy
10,187
+1,367
+15% +$61.6K ﹤0.01% 524
2025
Q2 		$379K Buy
8,820
+1,904
+28% +$74.5K ﹤0.01% 581
2025
Q1 		$285K Sell
6,916
-445
-6% -$19.8K ﹤0.01% 642
2024
Q4 		$319K Buy
7,361
+1,822
+33% +$81.3K ﹤0.01% 613
2024
Q3 		$237K Buy
5,539
+130
+2% +$5.49K ﹤0.01% 614
2024
Q2 		$210K Sell
5,409
-587
-10% -$22.2K ﹤0.01% 620
2024
Q1 		$234K Buy
5,996
+2,287
+62% +$83.7K ﹤0.01% 653
2023
Q4 		$137K Sell
3,709
-159
-4% -$4.99K ﹤0.01% 768
2023
Q3 		$111K Buy
3,868
+171
+5% +$5.26K ﹤0.01% 810
2023
Q2 		$112K Buy
3,697
+206
+6% +$6.4K ﹤0.01% 761
2023
Q1 		$119K Sell
3,491
-236
-6% -$10.3K ﹤0.01% 701
2022
Q4 		$160K Buy
3,727
+1,951
+110% +$85.6K ﹤0.01% 648
2022
Q3 		$77K Buy
1,776
+1,614
+996% +$77.7K ﹤0.01% 747
2022
Q2 		$8K Sell
162
-4
-2% -$197 ﹤0.01% 1054
2022
Q1 		$9K Hold
166
– – ﹤0.01% 1093
2021
Q4 		$10K Hold
166
– – ﹤0.01% 1089
2021
Q3 		$10K Buy
+166
New +$9.28K ﹤0.01% 1054

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

CI Investments Inc's TFC Position: Q2 2026 in Review

CI Investments Inc increased its Truist Financial (TFC) stake by 420% in Q2 2026, buying an estimated $1.33M and bringing the position to 33,406 shares worth $1.66M. The position accounts for 0.01% of the portfolio, ranked #487.

CI Investments Inc first reported a position in TFC in Q3 2021 and has held it in 20 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • CI Investments Inc held 33,406 shares of Truist Financial worth $1.66M as of Q2 2026.
  • CI Investments Inc bought 26,982 Truist Financial shares in Q2 2026, an estimated $1.33M.
  • Truist Financial made up 0.01% of CI Investments Inc's portfolio in Q2 2026, its #487 holding.
  • CI Investments Inc first reported a position in Truist Financial in Q3 2021 and has held it in 20 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.