Commonwealth Financial Services
TFC icon

Commonwealth Financial Services’s Truist Financial TFC Stock Holding History

Commonwealth Financial Services’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 		– Sell
-6,099
Closed -$304K – 353
2026
Q2 		$304K Buy
6,099
+23
+0.4% +$1.13K 0.04% 209
2026
Q1 		$279K Buy
6,076
+335
+6% +$16.6K 0.04% 189
2025
Q4 		$283K Buy
+5,741
New +$264K 0.05% 172

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

Commonwealth Financial Services's TFC Position: Q3 2026 in Review

Commonwealth Financial Services sold out of Truist Financial (TFC) in Q3 2026, closing a stake of 6,099 shares — an estimated $304K sold.

Commonwealth Financial Services first reported a position in TFC in Q4 2025 and held it in 3 quarters. The position peaked at $304K in Q2 2026. 394 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Commonwealth Financial Services reported no remaining Truist Financial position as of Q3 2026 after selling out during the quarter.
  • Commonwealth Financial Services sold 6,099 Truist Financial shares in Q3 2026, an estimated $304K.
  • Commonwealth Financial Services first reported a position in Truist Financial in Q4 2025 and held it in 3 quarters.
  • Commonwealth Financial Services's Truist Financial position peaked at $304K in Q2 2026.
  • 394 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Commonwealth Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.