Commonwealth Retirement Investments’s Truist Financial TFC Stock Holding History

Commonwealth Retirement Investments’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	$895K	Buy	17,965 +29	+0.2%	+$1.43K	0.24%	77
2026 Q1	$825K	Sell	17,936 -1,217	-6%	-$60.1K	0.26%	78
2025 Q4	$943K	Sell	19,153 -549	-3%	-$25.3K	0.3%	76
2025 Q3	$901K	Sell	19,702 -1,533	-7%	-$69.1K	0.31%	74
2025 Q2	$913K	Sell	21,235 -56,799	-73%	-$2.22M	0.35%	74
2025 Q1	$3.21M	Buy	78,034 +48	+0.1%	+$2.14K	1.31%	22
2024 Q4	$3.38M	Sell	77,986 -323	-0.4%	-$14.4K	1.39%	20
2024 Q3	$3.35M	Buy	78,309 +4,300	+6%	+$182K	1.4%	20
2024 Q2	$2.88M	Buy	74,009 +5,677	+8%	+$214K	1.32%	21
2024 Q1	$2.66M	Buy	68,332 +798	+1%	+$29.2K	1.27%	23
2023 Q4	$2.49M	Buy	67,534 +1,330	+2%	+$41.8K	1.32%	23
2023 Q3	$1.89M	Buy	66,204 +2,456	+4%	+$75.5K	1.09%	30
2023 Q2	$1.93M	Buy	+63,748	New	+$1.98M	1.08%	32

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Commonwealth Retirement Investments's TFC Position: Q2 2026 in Review

Commonwealth Retirement Investments increased its Truist Financial (TFC) stake by 0.16% in Q2 2026, buying an estimated $1.43K and bringing the position to 17,965 shares worth $895K. The position accounts for 0.24% of the portfolio, ranked #77.

Commonwealth Retirement Investments first reported a position in TFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.38M in Q4 2024. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Commonwealth Retirement Investments held 17,965 shares of Truist Financial worth $895K as of Q2 2026.
Commonwealth Retirement Investments bought 29 Truist Financial shares in Q2 2026, an estimated $1.43K.
Truist Financial made up 0.24% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #77 holding.
Commonwealth Retirement Investments first reported a position in Truist Financial in Q2 2023 and has held it in 13 quarters since.
Commonwealth Retirement Investments's Truist Financial position peaked at $3.38M in Q4 2024.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.