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 Q2	$719K	Buy	14,423 +288	+2%	+$14.2K	0.03%	201
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 $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cidel Asset Management's TFC Position: Q2 2026 in Review

Cidel Asset Management increased its Truist Financial (TFC) stake by 2% in Q2 2026, buying an estimated $14.2K and bringing the position to 14,423 shares worth $719K. The position accounts for 0.03% of the portfolio, ranked #201.

Cidel Asset Management first reported a position in TFC in Q2 2018 and has held it in 15 quarters since. 1,698 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Cidel Asset Management held 14,423 shares of Truist Financial worth $719K as of Q2 2026.
Cidel Asset Management bought 288 Truist Financial shares in Q2 2026, an estimated $14.2K.
Truist Financial made up 0.03% of Cidel Asset Management's portfolio in Q2 2026, its #201 holding.
Cidel Asset Management first reported a position in Truist Financial in Q2 2018 and has held it in 15 quarters since.
1,698 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cidel Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.