Cobblestone Asset Management’s Truist Financial TFC Stock Holding History

Cobblestone 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	$255K	Buy	+5,539	New	+$274K	0.11%	63

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

VPM

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

Cobblestone Asset Management's TFC Position: Q1 2026 in Review

Cobblestone Asset Management opened a new position in Truist Financial (TFC) in Q1 2026: 5,539 shares worth $255K. The stake represents 0.11% of the portfolio and ranks #63 among its holdings.

1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Cobblestone Asset Management held 5,539 shares of Truist Financial worth $255K as of Q1 2026.
Truist Financial was a new Cobblestone Asset Management position in Q1 2026.
Truist Financial made up 0.11% of Cobblestone Asset Management's portfolio in Q1 2026, its #63 holding.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cobblestone Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.