AlphaStar Capital Management
TFC icon

AlphaStar Capital Management’s Truist Financial TFC Stock Holding History

AlphaStar Capital Management’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 		$926K Sell
20,004
-3,489
-15% -$177K 0.06% 119
2026
Q2 		$1.17M Sell
23,493
-1,437
-6% -$70.7K 0.07% 107
2026
Q1 		$1.15M Buy
24,930
+837
+3% +$41.4K 0.08% 98
2025
Q4 		$1.19M Buy
24,093
+4,124
+21% +$190K 0.09% 103
2025
Q3 		$913K Buy
19,969
+158
+0.8% +$7.12K 0.08% 100
2025
Q2 		$852K Buy
19,811
+1,287
+7% +$50.4K 0.06% 185
2025
Q1 		$762K Sell
18,524
-3
-0% -$134 0.08% 100
2024
Q4 		$804K Sell
18,527
-1,389
-7% -$62K 0.08% 96
2024
Q3 		$852K Sell
19,916
-1,183
-6% -$50K 0.07% 175
2024
Q2 		$820K Sell
21,099
-172
-0.8% -$6.5K 0.08% 155
2024
Q1 		$829K Buy
21,271
+12,563
+144% +$460K 0.09% 135
2023
Q4 		$321K Buy
+8,708
New +$273K 0.03% 224

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

AlphaStar Capital Management's TFC Position: Q3 2026 in Review

AlphaStar Capital Management reduced its Truist Financial (TFC) stake by 15% in Q3 2026, selling an estimated $177K and leaving 20,004 shares worth $926K. The position accounts for 0.06% of the portfolio, ranked #119.

AlphaStar Capital Management first reported a position in TFC in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q4 2025. 939 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • AlphaStar Capital Management held 20,004 shares of Truist Financial worth $926K as of Q3 2026.
  • AlphaStar Capital Management sold 3,489 Truist Financial shares in Q3 2026, an estimated $177K.
  • Truist Financial made up 0.06% of AlphaStar Capital Management's portfolio in Q3 2026, its #119 holding.
  • AlphaStar Capital Management first reported a position in Truist Financial in Q4 2023 and has held it in 12 quarters since.
  • AlphaStar Capital Management's Truist Financial position peaked at $1.19M in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on AlphaStar Capital Management's 13F filing for Q3 2026, filed 16 Oct 2026.