Cidel Asset Management’s Truist Financial TFC Stock Holding History

Cidel Asset Management’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 Q1	$650K	Buy	14,135 +2,269	+19%	+$112K	0.04%	196
2025 Q4	$584K	Buy	11,866 +457	+4%	+$21K	0.04%	184
2025 Q3	$522K	Buy	11,409 +298	+3%	+$13.4K	0.03%	195
2025 Q2	$478K	Hold	11,111	–	–	0.03%	201
2025 Q1	$457K	Hold	11,111	–	–	0.03%	198
2024 Q4	$482K	Sell	11,111 -360	-3%	-$16.1K	0.03%	190
2024 Q3	$491K	Sell	11,471 -652	-5%	-$27.5K	0.03%	197
2024 Q2	$471K	Hold	12,123	–	–	0.04%	191
2024 Q1	$473K	Buy	12,123 +1,093	+10%	+$40K	0.04%	193
2023 Q4	$407K	Buy	+11,030	New	+$346K	0.02%	211
2019 Q2	–	Sell	-7,177	Closed	-$334K	–	132
2019 Q1	$334K	Hold	7,177	–	–	0.02%	101
2018 Q4	$311K	Hold	7,177	–	–	0.02%	80
2018 Q3	$348K	Hold	7,177	–	–	0.02%	81
2018 Q2	$362K	Buy	+7,177	New	+$381K	0.02%	79

Other funds holding TFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return