Cresset Asset Management’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$4.19K Hold
700
﹤0.01% 1630
2025
Q4
$34.4K Hold
700
﹤0.01% 1627
2025
Q3
$32K Hold
700
﹤0.01% 1541
2025
Q2
$30.1K Hold
700
﹤0.01% 1402
2025
Q1
$28.8K Buy
+700
New +$31.2K ﹤0.01% 1677
2024
Q4
Sell
-700
Closed -$29.9K 2182
2024
Q3
$29.9K Hold
700
﹤0.01% 2113
2024
Q2
$27.2K Buy
+700
New +$26.4K ﹤0.01% 2035

Other funds holding TFC

Cresset Asset Management's TFC Position: Q1 2026 in Review

Cresset Asset Management increased its Truist Financial (TFC) stake by 0.86% in Q1 2026, buying an estimated $79.1K and bringing the position to 188,469 shares worth $8.66M. The position accounts for 0.04% of the portfolio, ranked #282.

Cresset Asset Management first reported a position in TFC in Q4 2018 and has held it in 30 quarters since. The position peaked at $13M in Q1 2021. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Cresset Asset Management held 188,469 shares of Truist Financial worth $8.66M as of Q1 2026.
  • Cresset Asset Management bought 1,600 Truist Financial shares in Q1 2026, an estimated $79.1K.
  • Truist Financial made up 0.04% of Cresset Asset Management's portfolio in Q1 2026, its #282 holding.
  • Cresset Asset Management first reported a position in Truist Financial in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Truist Financial position peaked at $13M in Q1 2021.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.