Cobblestone Asset Management
TFC icon

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
Q3 		$256K Hold
5,539
– – 0.1% 69
2026
Q2 		$276K Hold
5,539
– – 0.12% 67
2026
Q1 		$255K Buy
+5,539
New +$274K 0.11% 63

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Cobblestone Asset Management's TFC Position: Q3 2026 in Review

Cobblestone Asset Management held its Truist Financial (TFC) position steady in Q3 2026 at 5,539 shares worth $256K. The position accounts for 0.1% of the portfolio, ranked #69.

Cobblestone Asset Management first reported a position in TFC in Q1 2026 and has held it in 3 quarters since. The position peaked at $276K in Q2 2026. 406 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Cobblestone Asset Management held 5,539 shares of Truist Financial worth $256K as of Q3 2026.
  • Cobblestone Asset Management left its Truist Financial share count unchanged in Q3 2026.
  • Truist Financial made up 0.1% of Cobblestone Asset Management's portfolio in Q3 2026, its #69 holding.
  • Cobblestone Asset Management first reported a position in Truist Financial in Q1 2026 and has held it in 3 quarters since.
  • Cobblestone Asset Management's Truist Financial position peaked at $276K in Q2 2026.
  • 406 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Cobblestone Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.