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Caldwell Sutter Capital’s Truist Financial TFC Stock Holding History

Caldwell Sutter 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
Q2 		$108K Sell
2,169
-275
-11% -$13.5K 0.04% 295
2026
Q1 		$112K Sell
2,444
-169
-6% -$8.35K 0.05% 276
2025
Q4 		$129K Sell
2,613
-64
-2% -$2.95K 0.05% 259
2025
Q3 		$122K Sell
2,677
-247
-8% -$11.1K 0.05% 264
2025
Q2 		$126K Sell
2,924
-129
-4% -$5.05K 0.06% 257
2025
Q1 		$126K Sell
3,053
-261
-8% -$11.6K 0.06% 251
2024
Q4 		$144K Sell
3,314
-31
-0.9% -$1.38K 0.07% 236
2024
Q3 		$143K Sell
3,345
-312
-9% -$13.2K 0.07% 242
2024
Q2 		$142K Buy
3,657
+114
+3% +$4.31K 0.07% 235
2024
Q1 		$138K Buy
3,543
+340
+11% +$12.4K 0.07% 241
2023
Q4 		$118K Buy
3,203
+494
+18% +$15.5K 0.06% 248
2023
Q3 		$77.5K Buy
2,709
+386
+17% +$11.9K 0.04% 284
2023
Q2 		$70.5K Buy
2,323
+1,388
+148% +$43.1K 0.04% 293
2023
Q1 		$31.9K Buy
+935
New +$40.8K 0.02% 294

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Caldwell Sutter Capital's TFC Position: Q2 2026 in Review

Caldwell Sutter Capital reduced its Truist Financial (TFC) stake by 11% in Q2 2026, selling an estimated $13.5K and leaving 2,169 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #295.

Caldwell Sutter Capital first reported a position in TFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $144K in Q4 2024. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Caldwell Sutter Capital held 2,169 shares of Truist Financial worth $108K as of Q2 2026.
  • Caldwell Sutter Capital sold 275 Truist Financial shares in Q2 2026, an estimated $13.5K.
  • Truist Financial made up 0.04% of Caldwell Sutter Capital's portfolio in Q2 2026, its #295 holding.
  • Caldwell Sutter Capital first reported a position in Truist Financial in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Truist Financial position peaked at $144K in Q4 2024.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.