Intact Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-98,500
| Closed | -$4.5M | – | 334 |
|
|
2025
Q3 | $4.5M | Sell |
98,500
-61,200
| -38% | -$2.76M | 0.14% | 129 |
|
|
2025
Q2 | $6.87M | Sell |
159,700
-38,500
| -19% | -$1.51M | 0.23% | 95 |
|
|
2025
Q1 | $8.16M | Hold |
198,200
| – | – | 0.28% | 84 |
|
|
2024
Q4 | $8.6M | Sell |
198,200
-6,760
| -3% | -$302K | 0.3% | 86 |
|
|
2024
Q3 | $8.77M | Buy |
204,960
+16,300
| +9% | +$688K | 0.29% | 87 |
|
|
2024
Q2 | $7.33M | Sell |
188,660
-9,340
| -5% | -$353K | 0.27% | 88 |
|
|
2024
Q1 | $7.72M | Sell |
198,000
-19,900
| -9% | -$728K | 0.3% | 77 |
|
|
2023
Q4 | $8.04M | Buy |
217,900
+400
| +0.2% | +$12.6K | 0.33% | 71 |
|
|
2023
Q3 | $6.22M | Buy |
217,500
+16,000
| +8% | +$492K | 0.27% | 81 |
|
|
2023
Q2 | $6.12M | Buy |
201,500
+41,400
| +26% | +$1.29M | 0.25% | 87 |
|
|
2023
Q1 | $5.46M | Buy |
160,100
+15,400
| +11% | +$672K | 0.22% | 99 |
|
|
2022
Q4 | $6.23M | Buy |
144,700
+53,000
| +58% | +$2.32M | 0.27% | 92 |
|
|
2022
Q3 | $3.99M | Hold |
91,700
| – | – | 0.13% | 127 |
|
|
2022
Q2 | $4.35M | Hold |
91,700
| – | – | 0.14% | 124 |
|
|
2022
Q1 | $5.2M | Sell |
91,700
-41,300
| -31% | -$2.55M | 0.13% | 126 |
|
|
2021
Q4 | $7.79M | Sell |
133,000
-31,000
| -19% | -$1.89M | 0.2% | 98 |
|
|
2021
Q3 | $9.61M | Sell |
164,000
-1,300
| -0.8% | -$72.6K | 0.27% | 78 |
|
|
2021
Q2 | $9.17M | Sell |
165,300
-4,300
| -3% | -$253K | 0.26% | 79 |
|
|
2021
Q1 | $9.89M | Buy |
169,600
+31,700
| +23% | +$1.74M | 0.3% | 73 |
|
|
2020
Q4 | $6.61M | Sell |
137,900
-14,100
| -9% | -$638K | 0.21% | 95 |
|
|
2020
Q3 | $5.78M | Hold |
152,000
| – | – | 0.2% | 94 |
|
|
2020
Q2 | $5.71M | Sell |
152,000
-3,800
| -2% | -$137K | 0.21% | 90 |
|
|
2020
Q1 | $4.8M | Buy |
155,800
+23,600
| +18% | +$1.12M | 0.21% | 94 |
|
|
2019
Q4 | $7.44M | Buy |
132,200
+48,600
| +58% | +$2.63M | 0.25% | 74 |
|
|
2019
Q3 | $4.46M | Hold |
83,600
| – | – | 0.16% | 108 |
|
|
2019
Q2 | $4.11M | Hold |
83,600
| – | – | 0.15% | 115 |
|
|
2019
Q1 | $3.89M | Sell |
83,600
-3,800
| -4% | -$185K | 0.14% | 118 |
|
|
2018
Q4 | $3.79M | Buy |
87,400
+12,500
| +17% | +$600K | 0.15% | 115 |
|
|
2018
Q3 | $3.63M | Hold |
74,900
| – | – | 0.13% | 128 |
|
|
2018
Q2 | $3.78M | Sell |
74,900
-20,900
| -22% | -$1.11M | 0.14% | 118 |
|
|
2018
Q1 | $4.99M | Buy |
+95,800
| New | +$5.16M | 0.19% | 93 |
|
Other funds holding TFC
Intact Investment Management's TFC Position: Q4 2025 in Review
Intact Investment Management sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 98,500 shares — an estimated $4.5M sold.
Intact Investment Management first reported a position in TFC in Q1 2018 and held it in 31 quarters. The position peaked at $9.89M in Q1 2021. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.
- Intact Investment Management reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
- Intact Investment Management sold 98,500 Truist Financial shares in Q4 2025, an estimated $4.5M.
- Intact Investment Management first reported a position in Truist Financial in Q1 2018 and held it in 31 quarters.
- Intact Investment Management's Truist Financial position peaked at $9.89M in Q1 2021.
- 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.
Based on Intact Investment Management's 13F filing for Q4 2025, filed 2 Feb 2026.