Geode Capital Management
TFII icon

Geode Capital Management’s TFI International TFII Stock Holding History

Geode Capital Management’s Portfolio TFII Stock Details TFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$79.1M Sell
730,517
-2,993
-0.4% -$335K ﹤0.01% 1235
2025
Q4 		$76.3M Buy
733,510
+38,200
+5% +$3.56M ﹤0.01% 1247
2025
Q3 		$61.4M Buy
695,310
+62,884
+10% +$5.75M ﹤0.01% 1350
2025
Q2 		$57.2M Buy
632,426
+101,218
+19% +$8.56M ﹤0.01% 1350
2025
Q1 		$41.7M Buy
531,208
+61,945
+13% +$6.85M ﹤0.01% 1486
2024
Q4 		$64.3M Buy
469,263
+112,455
+32% +$16M 0.01% 1274
2024
Q3 		$49.3M Buy
356,808
+22,566
+7% +$3.33M ﹤0.01% 1434
2024
Q2 		$49.3M Buy
334,242
+7,579
+2% +$1.07M ﹤0.01% 1370
2024
Q1 		$52.6M Buy
326,663
+21,868
+7% +$3.13M ﹤0.01% 1321
2023
Q4 		$41.3M Buy
304,795
+23,905
+9% +$2.83M ﹤0.01% 1460
2023
Q3 		$36M Buy
280,890
+2,912
+1% +$370K ﹤0.01% 1450
2023
Q2 		$31.7M Buy
277,978
+24,872
+10% +$2.73M ﹤0.01% 1546
2023
Q1 		$30.2M Buy
253,106
+5,924
+2% +$690K ﹤0.01% 1527
2022
Q4 		$24.7M Sell
247,182
-8,304
-3% -$829K ﹤0.01% 1636
2022
Q3 		$23.2M Buy
255,486
+21,551
+9% +$2.09M ﹤0.01% 1628
2022
Q2 		$18.7M Buy
233,935
+6,055
+3% +$493K ﹤0.01% 1815
2022
Q1 		$24.1M Buy
227,880
+7,644
+3% +$778K ﹤0.01% 1769
2021
Q4 		$24.6M Buy
220,236
+184,426
+515% +$20.1M ﹤0.01% 1818
2021
Q3 		$3.73M Buy
35,810
+348
+1% +$37.2K ﹤0.01% 3079
2021
Q2 		$3.33M Buy
35,462
+3,210
+10% +$280K ﹤0.01% 3113
2021
Q1 		$2.47M Buy
32,252
+4,479
+16% +$304K ﹤0.01% 3156
2020
Q4 		$1.46M Buy
27,773
+4,109
+17% +$204K ﹤0.01% 3232
2020
Q3 		$1.01M Buy
23,664
+1,346
+6% +$56.7K ﹤0.01% 3206
2020
Q2 		$791K Buy
22,318
+2,729
+14% +$77.6K ﹤0.01% 3221
2020
Q1 		$431K Buy
+19,589
New +$529K ﹤0.01% 3323

Other funds holding TFII

Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Geode Capital Management's TFII Position: Q1 2026 in Review

Geode Capital Management reduced its TFI International (TFII) stake by 0.41% in Q1 2026, selling an estimated $335K and leaving 730,517 shares worth $79.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Geode Capital Management first reported a position in TFII in Q1 2020 and has held it in 25 quarters since. 250 funds tracked by Wall St. Rank hold TFII as of Q1 2026.

  • Geode Capital Management held 730,517 shares of TFI International worth $79.1M as of Q1 2026.
  • Geode Capital Management sold 2,993 TFI International shares in Q1 2026, an estimated $335K.
  • TFI International made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #1235 holding.
  • Geode Capital Management first reported a position in TFI International in Q1 2020 and has held it in 25 quarters since.
  • 250 funds tracked by Wall St. Rank held TFI International as of Q1 2026.

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