Councilmark Asset Management’s Truist Financial TFC Stock Holding History

Councilmark 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	$284K	Hold	6,142	–	–	0.15%	72
2026 Q2	$306K	Hold	6,142	–	–	0.16%	72
2026 Q1	$282K	Hold	6,142	–	–	0.16%	73
2025 Q4	$302K	Hold	6,142	–	–	0.17%	72
2025 Q3	$281K	Sell	6,142 -550	-8%	-$24.8K	0.16%	73
2025 Q2	$288K	Buy	6,692 +42	+0.6%	+$1.64K	0.18%	72
2025 Q1	$274K	Hold	6,650	–	–	0.18%	72
2024 Q4	$288K	Hold	6,650	–	–	0.19%	71
2024 Q3	$284K	Hold	6,650	–	–	0.19%	72
2024 Q2	$258K	Hold	6,650	–	–	0.18%	74
2024 Q1	$259K	Buy	+6,650	New	+$243K	0.19%	74

Other funds holding TFC

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Councilmark Asset Management held its Truist Financial (TFC) position steady in Q3 2026 at 6,142 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #72.

Councilmark Asset Management first reported a position in TFC in Q1 2024 and has held it in 11 quarters since. The position peaked at $306K in Q2 2026. 1,253 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

Councilmark Asset Management held 6,142 shares of Truist Financial worth $284K as of Q3 2026.
Councilmark Asset Management left its Truist Financial share count unchanged in Q3 2026.
Truist Financial made up 0.15% of Councilmark Asset Management's portfolio in Q3 2026, its #72 holding.
Councilmark Asset Management first reported a position in Truist Financial in Q1 2024 and has held it in 11 quarters since.
Councilmark Asset Management's Truist Financial position peaked at $306K in Q2 2026.
1,253 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Councilmark Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.