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Cromwell Holdings’s Truist Financial TFC Stock Holding History

Cromwell Holdings’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 		$205K Hold
4,108
– – 0.09% 204
2026
Q1 		$189K Hold
4,108
– – 0.11% 195
2025
Q4 		$202K Hold
4,108
– – 0.11% 176
2025
Q3 		$188K Hold
4,108
– – 0.1% 195
2025
Q2 		$177K Hold
4,108
– – 0.11% 188
2025
Q1 		$169K Hold
4,108
– – 0.11% 186
2024
Q4 		$178K Hold
4,108
– – 0.1% 177
2024
Q3 		$176K Hold
4,108
– – 0.11% 178
2024
Q2 		$160K Buy
+4,108
New +$155K 0.1% 182

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cromwell Holdings's TFC Position: Q2 2026 in Review

Cromwell Holdings held its Truist Financial (TFC) position steady in Q2 2026 at 4,108 shares worth $205K. The position accounts for 0.09% of the portfolio, ranked #204.

Cromwell Holdings first reported a position in TFC in Q2 2024 and has held it in 9 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cromwell Holdings held 4,108 shares of Truist Financial worth $205K as of Q2 2026.
  • Cromwell Holdings left its Truist Financial share count unchanged in Q2 2026.
  • Truist Financial made up 0.09% of Cromwell Holdings's portfolio in Q2 2026, its #204 holding.
  • Cromwell Holdings first reported a position in Truist Financial in Q2 2024 and has held it in 9 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.