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 Q1	$1.01M	Sell	21,933 -1,387	-6%	-$68.5K	﹤0.01%	566
2025 Q4	$1.15M	Sell	23,320 -213	-0.9%	-$9.81K	﹤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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Scotia Capital's TFC Position: Q1 2026 in Review

Scotia Capital reduced its Truist Financial (TFC) stake by 5.9% in Q1 2026, selling an estimated $68.5K and leaving 21,933 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Scotia Capital first reported a position in TFC in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Scotia Capital held 21,933 shares of Truist Financial worth $1.01M as of Q1 2026.
Scotia Capital sold 1,387 Truist Financial shares in Q1 2026, an estimated $68.5K.
Truist Financial made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #566 holding.
Scotia Capital first reported a position in Truist Financial in Q2 2023 and has held it in 11 quarters since.
Scotia Capital's Truist Financial position peaked at $1.15M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Scotia Capital's 13F filing for Q1 2026, filed 13 May 2026.