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Calton & Associates’s Truist Financial TFC Stock Holding History

Calton & Associates’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 		$256K Sell
5,139
-667
-11% -$32.8K 0.04% 351
2026
Q1 		$267K Buy
5,806
+266
+5% +$13.1K 0.04% 347
2025
Q4 		$273K Sell
5,540
-179
-3% -$8.24K 0.04% 352
2025
Q3 		$261K Sell
5,719
-607
-10% -$27.4K 0.04% 355
2025
Q2 		$272K Sell
6,326
-247
-4% -$9.66K 0.05% 303
2025
Q1 		$270K Buy
6,573
+802
+14% +$35.7K 0.06% 256
2024
Q4 		$250K Sell
5,771
-4
-0.1% -$179 0.11% 166
2024
Q3 		$247K Sell
5,775
-2,618
-31% -$111K 0.09% 194
2024
Q2 		$326K Buy
8,393
+3,250
+63% +$123K 0.16% 125
2024
Q1 		$200K Sell
5,143
-5,000
-49% -$183K 0.1% 183
2023
Q4 		$374K Buy
+10,143
New +$318K 0.15% 137
2023
Q2 		– Sell
-7,056
Closed -$241K – 239
2023
Q1 		$241K Sell
7,056
-833
-11% -$36.4K 0.11% 183
2022
Q4 		$339K Buy
+7,889
New +$346K 0.13% 183
2018
Q1 		– Sell
-1,220
Closed -$66K – 1176
2017
Q4 		$66K Buy
+1,220
New +$58.9K 0.02% 596

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Calton & Associates's TFC Position: Q2 2026 in Review

Calton & Associates reduced its Truist Financial (TFC) stake by 11% in Q2 2026, selling an estimated $32.8K and leaving 5,139 shares worth $256K. The position accounts for 0.04% of the portfolio, ranked #351.

Calton & Associates first reported a position in TFC in Q4 2017 and has held it in 14 quarters since. The position peaked at $374K in Q4 2023. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Calton & Associates held 5,139 shares of Truist Financial worth $256K as of Q2 2026.
  • Calton & Associates sold 667 Truist Financial shares in Q2 2026, an estimated $32.8K.
  • Truist Financial made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #351 holding.
  • Calton & Associates first reported a position in Truist Financial in Q4 2017 and has held it in 14 quarters since.
  • Calton & Associates's Truist Financial position peaked at $374K in Q4 2023.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.