American Capital Advisory’s Truist Financial TFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$238K Buy
4,777
+251
+6% +$12.3K 0.09% 96
2026
Q1
$208K Buy
4,526
+17
+0.4% +$840 0.08% 97
2025
Q4
$222K Buy
4,509
+3
+0.1% +$138 0.1% 100
2025
Q3
$206K Hold
4,506
0.1% 98
2025
Q2
$194K Buy
4,506
+30
+0.7% +$1.17K 0.1% 92
2025
Q1
$184K Sell
4,476
-400
-8% -$17.8K 0.1% 96
2024
Q4
$212K Hold
4,876
0.12% 93
2024
Q3
$209K Buy
4,876
+850
+21% +$35.9K 0.12% 90
2024
Q2
$149K Sell
4,026
-390
-9% -$14.7K 0.11% 94
2024
Q1
$151K Buy
4,416
+390
+10% +$14.3K 0.13% 94
2023
Q4
$149K Buy
+4,026
New +$126K 0.11% 94

Other funds holding TFC

American Capital Advisory's TFC Position: Q2 2026 in Review

American Capital Advisory increased its Truist Financial (TFC) stake by 5.5% in Q2 2026, buying an estimated $12.3K and bringing the position to 4,777 shares worth $238K. The position accounts for 0.09% of the portfolio, ranked #96.

American Capital Advisory first reported a position in TFC in Q4 2023 and has held it in 11 quarters since. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • American Capital Advisory held 4,777 shares of Truist Financial worth $238K as of Q2 2026.
  • American Capital Advisory bought 251 Truist Financial shares in Q2 2026, an estimated $12.3K.
  • Truist Financial made up 0.09% of American Capital Advisory's portfolio in Q2 2026, its #96 holding.
  • American Capital Advisory first reported a position in Truist Financial in Q4 2023 and has held it in 11 quarters since.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.