Cresset Asset Management’s Truist Financial TFC Stock Holding History

Cresset 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 Q2	$10.3M	Buy	207,531 +19,062	+10%	+$938K	0.04%	278
2026 Q1	$8.66M	Buy	188,469 +1,600	+0.9%	+$79.1K	0.04%	282
2025 Q4	$9.2M	Sell	186,869 -18,995	-9%	-$875K	0.04%	267
2025 Q3	$9.41M	Buy	205,864 +16,665	+9%	+$751K	0.04%	253
2025 Q2	$8.13M	Sell	189,199 -20,440	-10%	-$800K	0.04%	252
2025 Q1	$8.63M	Sell	209,639 -1,899	-0.9%	-$84.6K	0.04%	247
2024 Q4	$9.13M	Sell	211,538 -55,944	-21%	-$2.5M	0.04%	239
2024 Q3	$11.4M	Buy	267,482 +1,699	+0.6%	+$71.8K	0.04%	272
2024 Q2	$10.3M	Buy	265,783 +2,903	+1%	+$110K	0.04%	273
2024 Q1	$10.2M	Buy	262,880 +11,208	+4%	+$410K	0.05%	246
2023 Q4	$9.29M	Sell	251,672 -6,706	-3%	-$211K	0.06%	223
2023 Q3	$7.39M	Buy	258,378 +108	+0%	+$3.32K	0.03%	255
2023 Q2	$7.83M	Buy	258,270 +28,549	+12%	+$887K	0.01%	306
2023 Q1	$7.83M	Buy	229,721 +3,635	+2%	+$159K	0.16%	94
2022 Q4	$9.43M	Buy	226,086 +12,786	+6%	+$561K	0.12%	77
2022 Q3	$9.28M	Sell	213,300 -7,531	-3%	-$362K	0.12%	82
2022 Q2	$10.3M	Buy	220,831 +2,779	+1%	+$137K	0.13%	72
2022 Q1	$12.4M	Buy	218,052 +432	+0.2%	+$26.7K	0.13%	71
2021 Q4	$12.7M	Buy	217,620 +72,401	+50%	+$4.42M	0.12%	75
2021 Q3	$8.52M	Buy	145,219 +3,770	+3%	+$211K	0.11%	72
2021 Q2	$7.85M	Sell	141,449 -82,052	-37%	-$4.82M	0.11%	69
2021 Q1	$13M	Buy	223,501 +3,562	+2%	+$195K	0.21%	44
2020 Q4	$10.5M	Sell	219,939 -490	-0.2%	-$22.2K	0.17%	51
2020 Q3	$8.39M	Buy	220,429 +9,336	+4%	+$352K	0.16%	64
2020 Q2	$7.93M	Buy	211,093 +198,232	+1,541%	+$7.14M	0.17%	58
2020 Q1	$397K	Buy	12,861 +3,380	+36%	+$160K	0.01%	330
2019 Q4	$534K	Buy	9,481 +3,779	+66%	+$205K	0.01%	290
2019 Q3	$304K	Buy	5,702 +541	+10%	+$26.8K	0.01%	383
2019 Q2	$254K	Buy	5,161 +154	+3%	+$7.54K	0.01%	372
2019 Q1	$233K	Buy	5,007 +356	+8%	+$17.4K	0.01%	337
2018 Q4	$201K	Buy	+4,651	New	+$223K	0.01%	214

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Cresset Asset Management's TFC Position: Q2 2026 in Review

Cresset Asset Management increased its Truist Financial (TFC) stake by 10% in Q2 2026, buying an estimated $938K and bringing the position to 207,531 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #278.

Cresset Asset Management first reported a position in TFC in Q4 2018 and has held it in 31 quarters since. The position peaked at $13M in Q1 2021. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Cresset Asset Management held 207,531 shares of Truist Financial worth $10.3M as of Q2 2026.
Cresset Asset Management bought 19,062 Truist Financial shares in Q2 2026, an estimated $938K.
Truist Financial made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #278 holding.
Cresset Asset Management first reported a position in Truist Financial in Q4 2018 and has held it in 31 quarters since.
Cresset Asset Management's Truist Financial position peaked at $13M in Q1 2021.
1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.