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Capital Advisors Ltd’s Truist Financial TFC Stock Holding History

Capital Advisors Ltd’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 		$112K Sell
2,256
-8
-0.4% -$394 0.01% 372
2026
Q1 		$104K Buy
2,264
+8
+0.4% +$395 0.01% 374
2025
Q4 		$111K Buy
2,256
+168
+8% +$7.74K 0.01% 353
2025
Q3 		$95K Hold
2,088
– – 0.01% 375
2025
Q2 		$90K Buy
2,088
+129
+7% +$5.05K 0.01% 362
2025
Q1 		$81K Hold
1,959
– – 0.01% 380
2024
Q4 		$85K Hold
1,959
– – 0.01% 362
2024
Q3 		$84K Hold
1,959
– – 0.01% 369
2024
Q2 		$76K Buy
1,959
+2
+0.1% +$76 0.01% 370
2024
Q1 		$76K Buy
1,957
+26
+1% +$951 0.01% 376
2023
Q4 		$71K Sell
1,931
-63
-3% -$1.98K 0.01% 376
2023
Q3 		$57K Sell
1,994
-309
-13% -$9.5K 0.01% 393
2023
Q2 		$70K Buy
2,303
+1,344
+140% +$41.7K 0.01% 379
2023
Q1 		$33K Sell
959
-1,304
-58% -$56.9K 0.01% 414
2022
Q4 		$42K Buy
2,263
+1,861
+463% +$81.6K 0.01% 393
2022
Q3 		$18K Sell
402
-34
-8% -$1.64K ﹤0.01% 465
2022
Q2 		$21K Buy
436
+42
+11% +$2.07K ﹤0.01% 431
2022
Q1 		$22K Hold
394
– – ﹤0.01% 436
2021
Q4 		$23K Buy
+394
New +$24.1K ﹤0.01% 422

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

Capital Advisors Ltd's TFC Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Truist Financial (TFC) stake by 0.35% in Q2 2026, selling an estimated $394 and leaving 2,256 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #372.

Capital Advisors Ltd first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Capital Advisors Ltd held 2,256 shares of Truist Financial worth $112K as of Q2 2026.
  • Capital Advisors Ltd sold 8 Truist Financial shares in Q2 2026, an estimated $394.
  • Truist Financial made up 0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #372 holding.
  • Capital Advisors Ltd first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.