CI
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CX Institutional’s Truist Financial TFC Stock Holding History

CX Institutional’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 		$637K Buy
12,788
+354
+3% +$17.4K 0.02% 407
2026
Q1 		$572K Sell
12,434
-1,068
-8% -$52.8K 0.02% 435
2025
Q4 		$664K Buy
13,502
+1,225
+10% +$56.4K 0.02% 353
2025
Q3 		$561K Buy
12,277
+2,813
+30% +$127K 0.02% 409
2025
Q2 		$407K Buy
9,464
+1,290
+16% +$50.5K 0.01% 423
2025
Q1 		$336K Sell
8,174
-132
-2% -$5.88K 0.01% 457
2024
Q4 		$360K Sell
8,306
-428
-5% -$19.1K 0.01% 403
2024
Q3 		$374K Buy
8,734
+684
+8% +$28.9K 0.02% 426
2024
Q2 		$313K Buy
8,050
+263
+3% +$9.94K 0.01% 454
2024
Q1 		$304K Buy
7,787
+56
+0.7% +$2.05K 0.01% 453
2023
Q4 		$285K Buy
+7,731
New +$243K 0.02% 419
2022
Q3 		– Sell
-2,556
Closed -$121K – 1064
2022
Q2 		$121K Sell
2,556
-1,041
-29% -$51.3K 0.01% 520
2022
Q1 		$204K Buy
+3,597
New +$222K 0.02% 360
2021
Q4 		– Sell
-3,065
Closed -$180K – 836
2021
Q3 		$180K Buy
3,065
+904
+42% +$50.5K 0.01% 364
2021
Q2 		$120K Sell
2,161
-151
-7% -$8.87K 0.01% 410
2021
Q1 		$135K Buy
2,312
+336
+17% +$18.4K 0.01% 346
2020
Q4 		$94K Sell
1,976
-6
-0.3% -$272 0.01% 369
2020
Q3 		$75K Sell
1,982
-53,009
-96% -$2M 0.01% 345
2020
Q2 		$2.08M Buy
54,991
+11,118
+25% +$400K 0.27% 92
2020
Q1 		$1.35M Sell
43,873
-24,456
-36% -$1.16M 0.22% 113
2019
Q4 		$3.85M Sell
68,329
-24,718
-27% -$1.34M 0.67% 37
2019
Q3 		$4.97M Sell
93,047
-5,412
-5% -$268K 0.8% 34
2019
Q2 		$4.84M Sell
98,459
-35,694
-27% -$1.75M 0.77% 30
2019
Q1 		$6.24M Buy
134,153
+134,109
+304,793% +$6.54M 1.1% 32
2018
Q4 		$2K Sell
44
-26,862
-100% -$1.29M ﹤0.01% 464
2018
Q3 		$1.31M Buy
+26,906
New +$1.38M 0.43% 74

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CX Institutional's TFC Position: Q2 2026 in Review

CX Institutional increased its Truist Financial (TFC) stake by 2.8% in Q2 2026, buying an estimated $17.4K and bringing the position to 12,788 shares worth $637K. The position accounts for 0.02% of the portfolio, ranked #407.

CX Institutional first reported a position in TFC in Q3 2018 and has held it in 26 quarters since. The position peaked at $6.24M in Q1 2019. 353 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • CX Institutional held 12,788 shares of Truist Financial worth $637K as of Q2 2026.
  • CX Institutional bought 354 Truist Financial shares in Q2 2026, an estimated $17.4K.
  • Truist Financial made up 0.02% of CX Institutional's portfolio in Q2 2026, its #407 holding.
  • CX Institutional first reported a position in Truist Financial in Q3 2018 and has held it in 26 quarters since.
  • CX Institutional's Truist Financial position peaked at $6.24M in Q1 2019.
  • 353 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.