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Cape Investment Advisory’s Truist Financial TFC Stock Holding History

Cape Investment Advisory’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 		$455K Sell
9,125
-807
-8% -$39.7K 0.12% 137
2026
Q1 		$457K Buy
9,932
+3,817
+62% +$189K 0.15% 131
2025
Q4 		$301K Buy
6,115
+1,012
+20% +$46.6K 0.09% 166
2025
Q3 		$233K Sell
5,103
-708
-12% -$31.9K 0.23% 102
2025
Q2 		$250K Buy
5,811
+521
+10% +$20.4K 0.09% 167
2025
Q1 		$218K Sell
5,290
-54
-1% -$2.41K 0.09% 169
2024
Q4 		$232K Buy
5,344
+36
+0.7% +$1.61K 0.09% 158
2024
Q3 		$227K Buy
5,308
+30
+0.6% +$1.27K 0.09% 159
2024
Q2 		$205K Sell
5,278
-94
-2% -$3.55K 0.09% 150
2024
Q1 		$209K Buy
5,372
+429
+9% +$15.7K 0.1% 140
2023
Q4 		$182K Buy
4,943
+94
+2% +$2.95K 0.09% 157
2023
Q3 		$139K Buy
4,849
+335
+7% +$10.3K 0.08% 178
2023
Q2 		$137K Buy
4,514
+316
+8% +$9.81K 0.08% 175
2023
Q1 		$143K Buy
+4,198
New +$183K 0.09% 159

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

Cape Investment Advisory's TFC Position: Q2 2026 in Review

Cape Investment Advisory reduced its Truist Financial (TFC) stake by 8.1% in Q2 2026, selling an estimated $39.7K and leaving 9,125 shares worth $455K. The position accounts for 0.12% of the portfolio, ranked #137.

Cape Investment Advisory first reported a position in TFC in Q1 2023 and has held it in 14 quarters since. The position peaked at $457K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cape Investment Advisory held 9,125 shares of Truist Financial worth $455K as of Q2 2026.
  • Cape Investment Advisory sold 807 Truist Financial shares in Q2 2026, an estimated $39.7K.
  • Truist Financial made up 0.12% of Cape Investment Advisory's portfolio in Q2 2026, its #137 holding.
  • Cape Investment Advisory first reported a position in Truist Financial in Q1 2023 and has held it in 14 quarters since.
  • Cape Investment Advisory's Truist Financial position peaked at $457K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.