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Brookstone Capital Management’s Truist Financial TFC Stock Holding History

Brookstone 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
Q2 		$4.82M Sell
96,656
-208,459
-68% -$10.3M 0.05% 338
2026
Q1 		$14M Sell
305,115
-13,288
-4% -$657K 0.16% 157
2025
Q4 		$15.7M Sell
318,403
-17,692
-5% -$815K 0.18% 137
2025
Q3 		$15.4M Buy
336,095
+36,916
+12% +$1.66M 0.18% 136
2025
Q2 		$12.9M Buy
299,179
+12,429
+4% +$486K 0.17% 149
2025
Q1 		$11.8M Buy
286,750
+10,901
+4% +$486K 0.17% 148
2024
Q4 		$12M Buy
275,849
+5,765
+2% +$257K 0.17% 141
2024
Q3 		$11.6M Buy
270,084
+1,966
+0.7% +$83K 0.17% 145
2024
Q2 		$11.6M Sell
268,118
-40,847
-13% -$1.54M 0.19% 124
2024
Q1 		$12M Buy
308,965
+234,283
+314% +$8.57M 0.22% 113
2023
Q4 		$2.76M Buy
74,682
+59,342
+387% +$1.86M 0.05% 282
2023
Q3 		$430K Sell
15,340
-515
-3% -$15.8K 0.01% 608
2023
Q2 		$505K Sell
15,855
-13,394
-46% -$416K 0.01% 577
2023
Q1 		$1M Buy
29,249
+12,779
+78% +$558K 0.02% 455
2022
Q4 		$755K Buy
16,470
+266
+2% +$11.7K 0.02% 492
2022
Q3 		$682K Sell
16,204
-2,381
-13% -$115K 0.02% 496
2022
Q2 		$887K Sell
18,585
-186
-1% -$9.17K 0.02% 433
2022
Q1 		$1.01M Sell
18,771
-201
-1% -$12.4K 0.02% 417
2021
Q4 		$1.23M Buy
18,972
+330
+2% +$20.2K 0.02% 352
2021
Q3 		$1.12M Buy
18,642
+627
+3% +$35K 0.02% 367
2021
Q2 		$986K Buy
18,015
+11,243
+166% +$660K 0.02% 366
2021
Q1 		$395K Sell
6,772
-71
-1% -$3.89K 0.02% 368
2020
Q4 		$328K Sell
6,843
-1,383
-17% -$62.6K 0.01% 367
2020
Q3 		$313K Sell
8,226
-157
-2% -$5.92K 0.01% 330
2020
Q2 		$315K Buy
8,383
+1,585
+23% +$57.1K 0.02% 288
2020
Q1 		$210K Buy
6,798
+522
+8% +$24.7K 0.01% 291
2019
Q4 		$353K Buy
6,276
+2,312
+58% +$125K 0.02% 314
2019
Q3 		$212K Buy
+3,964
New +$196K 0.01% 413
2018
Q1 		– Sell
-4,570
Closed -$227K – 360
2017
Q4 		$227K Buy
+4,570
New +$221K 0.02% 295
2015
Q4 		– Sell
-662
Closed -$24K – 807
2015
Q3 		$24K Sell
662
-84,561
-99% -$3.26M ﹤0.01% 706
2015
Q2 		$3.44M Buy
85,223
+18,673
+28% +$739K 0.43% 41
2015
Q1 		$2.6M Buy
66,550
+25,094
+61% +$946K 0.39% 53
2014
Q4 		$1.61M Buy
41,456
+27,548
+198% +$1.04M 0.27% 56
2014
Q3 		$518K Buy
+13,908
New +$525K 0.1% 85

Other funds holding TFC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Brookstone Capital Management's TFC Position: Q2 2026 in Review

Brookstone Capital Management reduced its Truist Financial (TFC) stake by 68% in Q2 2026, selling an estimated $10.3M and leaving 96,656 shares worth $4.82M. The position accounts for 0.05% of the portfolio, ranked #338.

Brookstone Capital Management first reported a position in TFC in Q3 2014 and has held it in 34 quarters since. The position peaked at $15.7M in Q4 2025. 376 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Brookstone Capital Management held 96,656 shares of Truist Financial worth $4.82M as of Q2 2026.
  • Brookstone Capital Management sold 208,459 Truist Financial shares in Q2 2026, an estimated $10.3M.
  • Truist Financial made up 0.05% of Brookstone Capital Management's portfolio in Q2 2026, its #338 holding.
  • Brookstone Capital Management first reported a position in Truist Financial in Q3 2014 and has held it in 34 quarters since.
  • Brookstone Capital Management's Truist Financial position peaked at $15.7M in Q4 2025.
  • 376 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.