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Caldwell Trust’s Truist Financial TFC Stock Holding History

Caldwell Trust’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 		$391K Buy
7,844
+561
+8% +$27.6K 0.03% 257
2026
Q1 		$335K Buy
7,283
+457
+7% +$22.6K 0.03% 271
2025
Q4 		$336K Sell
6,826
-402
-6% -$18.5K 0.03% 261
2025
Q3 		$330K Buy
7,228
+406
+6% +$18.3K 0.03% 267
2025
Q2 		$293K Buy
6,822
+73
+1% +$2.86K 0.03% 272
2025
Q1 		$278K Buy
6,749
+1,439
+27% +$64.1K 0.03% 281
2024
Q4 		$230K Sell
5,310
-1,578
-23% -$70.4K 0.02% 300
2024
Q3 		$295K Sell
6,888
-372
-5% -$15.7K 0.03% 268
2024
Q2 		$282K Sell
7,260
-476
-6% -$18K 0.03% 271
2024
Q1 		$302K Sell
7,736
-878
-10% -$32.1K 0.04% 260
2023
Q4 		$318K Sell
8,614
-619
-7% -$19.4K 0.04% 248
2023
Q3 		$264K Sell
9,233
-3,442
-27% -$106K 0.04% 256
2023
Q2 		$385K Sell
12,675
-963
-7% -$29.9K 0.05% 221
2023
Q1 		$465K Buy
13,638
+192
+1% +$8.38K 0.06% 199
2022
Q4 		$579K Sell
13,446
-1,711
-11% -$75.1K 0.08% 186
2022
Q3 		$660K Buy
15,157
+484
+3% +$23.3K 0.1% 163
2022
Q2 		$696K Sell
14,673
-270
-2% -$13.3K 0.1% 158
2022
Q1 		$847K Buy
14,943
+218
+1% +$13.5K 0.1% 157
2021
Q4 		$862K Buy
14,725
+181
+1% +$11.1K 0.1% 155
2021
Q3 		$853K Sell
14,544
-1,425
-9% -$79.6K 0.11% 147
2021
Q2 		$886K Buy
15,969
+342
+2% +$20.1K 0.12% 143
2021
Q1 		$911K Buy
15,627
+1,370
+10% +$75.1K 0.13% 137
2020
Q4 		$683K Sell
14,257
-805
-5% -$36.4K 0.1% 145
2020
Q3 		$573K Sell
15,062
-7,944
-35% -$299K 0.09% 149
2020
Q2 		$864K Sell
23,006
-1,350
-6% -$48.6K 0.14% 121
2020
Q1 		$751K Sell
24,356
-413
-2% -$19.5K 0.14% 125
2019
Q4 		$1.39M Buy
+24,769
New +$1.34M 0.21% 99

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 Trust's TFC Position: Q2 2026 in Review

Caldwell Trust increased its Truist Financial (TFC) stake by 7.7% in Q2 2026, buying an estimated $27.6K and bringing the position to 7,844 shares worth $391K. The position accounts for 0.03% of the portfolio, ranked #257.

Caldwell Trust first reported a position in TFC in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.39M in Q4 2019. 1,705 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Caldwell Trust held 7,844 shares of Truist Financial worth $391K as of Q2 2026.
  • Caldwell Trust bought 561 Truist Financial shares in Q2 2026, an estimated $27.6K.
  • Truist Financial made up 0.03% of Caldwell Trust's portfolio in Q2 2026, its #257 holding.
  • Caldwell Trust first reported a position in Truist Financial in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Truist Financial position peaked at $1.39M in Q4 2019.
  • 1,705 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.