Scotia Capital
TFC icon

Scotia Capital’s Truist Financial TFC Stock Holding History

Scotia Capital’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
Q3 		$1.06M Buy
22,949
+1,753
+8% +$89.1K ﹤0.01% 605
2026
Q2 		$1.06M Sell
21,196
-737
-3% -$36.3K ﹤0.01% 591
2026
Q1 		$1.01M Sell
21,933
-1,387
-6% -$68.5K ﹤0.01% 566
2025
Q4 		$1.15M Sell
23,320
-213
-0.9% -$9.8K ﹤0.01% 549
2025
Q3 		$1.08M Buy
23,533
+409
+2% +$18.4K ﹤0.01% 551
2025
Q2 		$994K Buy
23,124
+2,013
+10% +$78.8K ﹤0.01% 528
2025
Q1 		$869K Buy
21,111
+13,158
+165% +$586K ﹤0.01% 537
2024
Q4 		$345K Buy
7,953
+19
+0.2% +$848 ﹤0.01% 679
2024
Q3 		$339K Buy
7,934
+2,408
+44% +$102K ﹤0.01% 672
2024
Q2 		$215K Buy
5,526
+201
+4% +$7.59K ﹤0.01% 748
2024
Q1 		$208K Sell
5,325
-815
-13% -$29.8K ﹤0.01% 758
2023
Q4 		$227K Buy
+6,140
New +$193K ﹤0.01% 716
2023
Q3 		– Sell
-6,711
Closed -$204K – 821
2023
Q2 		$204K Buy
+6,711
New +$208K ﹤0.01% 729

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Scotia Capital's TFC Position: Q3 2026 in Review

Scotia Capital increased its Truist Financial (TFC) stake by 8.3% in Q3 2026, buying an estimated $89.1K and bringing the position to 22,949 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Scotia Capital first reported a position in TFC in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.15M in Q4 2025. 1,094 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Scotia Capital held 22,949 shares of Truist Financial worth $1.06M as of Q3 2026.
  • Scotia Capital bought 1,753 Truist Financial shares in Q3 2026, an estimated $89.1K.
  • Truist Financial made up ﹤0.01% of Scotia Capital's portfolio in Q3 2026, its #605 holding.
  • Scotia Capital first reported a position in Truist Financial in Q2 2023 and has held it in 13 quarters since.
  • Scotia Capital's Truist Financial position peaked at $1.15M in Q4 2025.
  • 1,094 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Scotia Capital's 13F filing for Q3 2026, filed 10 Nov 2026.