CIBC Private Wealth Group
TFC icon

CIBC Private Wealth Group’s Truist Financial TFC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$2.31M Buy
46,874
+7,395
+19% +$341K ﹤0.01% 544
2025
Q3 		$1.8M Sell
39,479
-8,894
-18% -$401K ﹤0.01% 588
2025
Q2 		$2.08M Sell
48,373
-118,797
-71% -$4.65M ﹤0.01% 544
2025
Q1 		$5.84M Sell
167,170
-3,541
-2% -$158K 0.01% 379
2024
Q4 		$7.5M Buy
170,711
+14,340
+9% +$640K 0.01% 365
2024
Q3 		$6.69M Sell
156,371
-200
-0.1% -$8.45K 0.01% 387
2024
Q2 		$5.99M Buy
156,571
+1,930
+1% +$72.9K 0.01% 382
2024
Q1 		$5.93M Buy
154,641
+5,706
+4% +$209K 0.01% 386
2023
Q4 		$5.5M Sell
148,935
-9,774
-6% -$307K 0.01% 373
2023
Q3 		$4.54M Buy
158,709
+25,466
+19% +$783K 0.01% 391
2023
Q2 		$4.04M Sell
133,243
-7,791
-6% -$242K 0.01% 422
2023
Q1 		$5.15M Sell
141,034
-333
-0.2% -$14.5K 0.01% 391
2022
Q4 		$5.42M Sell
141,367
-9,622
-6% -$422K 0.02% 325
2022
Q3 		$6.57M Sell
150,989
-2,036
-1% -$98K 0.02% 345
2022
Q2 		$7.26M Sell
153,025
-20,268
-12% -$1,000K 0.02% 338
2022
Q1 		$9.83M Buy
173,293
+12,257
+8% +$757K 0.02% 327
2021
Q4 		$9.43M Buy
161,036
+4,379
+3% +$268K 0.02% 334
2021
Q3 		$9.19M Sell
156,657
-342,543
-69% -$19.1M 0.02% 336
2021
Q2 		$27.7M Sell
499,200
-414,667
-45% -$24.4M 0.06% 214
2021
Q1 		$53.3M Buy
913,867
+787,186
+621% +$43.1M 0.13% 144
2020
Q4 		$6.07M Sell
126,681
-7,586
-6% -$343K 0.02% 369
2020
Q3 		$5.11M Sell
134,267
-17,062
-11% -$643K 0.02% 361
2020
Q2 		$5.68M Sell
151,329
-2,138
-1% -$77K 0.03% 288
2020
Q1 		$4.73M Sell
153,467
-8,296
-5% -$392K 0.02% 322
2019
Q4 		$9.11M Buy
161,763
+13,838
+9% +$749K 0.03% 302
2019
Q3 		$7.89M Buy
147,925
+1,887
+1% +$93.5K 0.03% 306
2019
Q2 		$7.17M Sell
146,038
-2,993
-2% -$147K 0.03% 330
2019
Q1 		$6.93M Sell
149,031
-32,134
-18% -$1.57M 0.03% 329
2018
Q4 		$7.85M Sell
181,165
-5,990
-3% -$288K 0.04% 286
2018
Q3 		$9.09M Sell
187,155
-18,782
-9% -$964K 0.03% 308
2018
Q2 		$10.4M Buy
205,937
+12,145
+6% +$645K 0.04% 284
2018
Q1 		$10.1M Buy
193,792
+10,467
+6% +$564K 0.04% 287
2017
Q4 		$9.12M Buy
183,325
+15,171
+9% +$732K 0.04% 294
2017
Q3 		$7.89M Buy
168,154
+26,154
+18% +$1.2M 0.04% 300
2017
Q2 		$6.45M Sell
142,000
-1,024
-0.7% -$44.5K 0.04% 261
2017
Q1 		$6.39M Buy
143,024
+5,459
+4% +$255K 0.04% 262
2016
Q4 		$6.47M Sell
137,565
-928
-0.7% -$39.5K 0.04% 257
2016
Q3 		$5.22M Sell
138,493
-600
-0.4% -$22.3K 0.04% 277
2016
Q2 		$4.95M Sell
139,093
-5,639
-4% -$197K 0.04% 274
2016
Q1 		$4.82M Sell
144,732
-16,215
-10% -$539K 0.04% 272
2015
Q4 		$6.09M Buy
160,947
+5,352
+3% +$201K 0.05% 249
2015
Q3 		$5.54M Buy
155,595
+1,840
+1% +$71K 0.05% 260
2015
Q2 		$6.2M Sell
153,755
-1,044
-0.7% -$41.3K 0.05% 268
2015
Q1 		$6.04M Buy
154,799
+1,612
+1% +$60.8K 0.04% 269
2014
Q4 		$5.96M Buy
153,187
+1,050
+0.7% +$39.5K 0.05% 261
2014
Q3 		$5.66M Buy
152,137
+74
+0% +$2.79K 0.04% 268
2014
Q2 		$6M Buy
152,063
+1,448
+1% +$55.5K 0.05% 253
2014
Q1 		$6.13M Buy
+150,615
New +$5.76M 0.05% 246

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

CIBC Private Wealth Group's TFC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Truist Financial (TFC) stake by 19% in Q4 2025, buying an estimated $341K and bringing the position to 46,874 shares worth $2.31M. The position accounts for ﹤0.01% of the portfolio, ranked #544.

CIBC Private Wealth Group first reported a position in TFC in Q1 2014 and has held it in 48 quarters since. The position peaked at $53.3M in Q1 2021. 1,668 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • CIBC Private Wealth Group held 46,874 shares of Truist Financial worth $2.31M as of Q4 2025.
  • CIBC Private Wealth Group bought 7,395 Truist Financial shares in Q4 2025, an estimated $341K.
  • Truist Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #544 holding.
  • CIBC Private Wealth Group first reported a position in Truist Financial in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Truist Financial position peaked at $53.3M in Q1 2021.
  • 1,668 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.