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Capital Investment Advisors’s Truist Financial TFC Stock Holding History

Capital Investment Advisors’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
Q1 		$2.3M Sell
50,104
-3,669
-7% -$181K 0.03% 223
2025
Q4 		$2.65M Buy
53,773
+14,178
+36% +$653K 0.04% 198
2025
Q3 		$1.81M Sell
39,595
-3,898
-9% -$176K 0.03% 246
2025
Q2 		$1.87M Sell
43,493
-2,088
-5% -$81.7K 0.03% 231
2025
Q1 		$1.88M Buy
45,581
+6,168
+16% +$275K 0.04% 224
2024
Q4 		$1.71M Buy
39,413
+656
+2% +$29.3K 0.03% 232
2024
Q3 		$1.66M Sell
38,757
-1,071
-3% -$45.2K 0.03% 233
2024
Q2 		$1.55M Buy
39,828
+153
+0.4% +$5.78K 0.04% 228
2024
Q1 		$1.55M Sell
39,675
-702
-2% -$25.7K 0.04% 229
2023
Q4 		$1.49M Buy
40,377
+3,886
+11% +$122K 0.04% 227
2023
Q3 		$1.04M Sell
36,491
-2,574
-7% -$79.2K 0.03% 257
2023
Q2 		$1.19M Sell
39,065
-2,461
-6% -$76.4K 0.04% 223
2023
Q1 		$1.42M Sell
41,526
-590
-1% -$25.8K 0.04% 202
2022
Q4 		$1.81M Sell
42,116
-1,223
-3% -$53.6K 0.05% 188
2022
Q3 		$1.89M Buy
43,339
+5,003
+13% +$241K 0.06% 175
2022
Q2 		$1.82M Sell
38,336
-4,491
-10% -$221K 0.06% 185
2022
Q1 		$2.43M Buy
42,827
+3,058
+8% +$189K 0.07% 168
2021
Q4 		$2.33M Buy
39,769
+1,532
+4% +$93.6K 0.07% 175
2021
Q3 		$2.24M Sell
38,237
-1,069
-3% -$59.7K 0.08% 178
2021
Q2 		$2.18M Buy
39,306
+3,575
+10% +$210K 0.08% 176
2021
Q1 		$2.08M Buy
35,731
+280
+0.8% +$15.3K 0.08% 171
2020
Q4 		$1.7M Sell
35,451
-1,532
-4% -$69.4K 0.07% 180
2020
Q3 		$1.41M Sell
36,983
-2,562
-6% -$96.5K 0.07% 182
2020
Q2 		$1.49M Sell
39,545
-983
-2% -$35.4K 0.08% 167
2020
Q1 		$1.25M Buy
40,528
+2,179
+6% +$103K 0.08% 173
2019
Q4 		$2.16M Buy
38,349
+25,405
+196% +$1.38M 0.1% 153
2019
Q3 		$691K Sell
12,944
-1,776
-12% -$88K 0.04% 265
2019
Q2 		$723K Sell
14,720
-237
-2% -$11.6K 0.04% 259
2019
Q1 		$696K Buy
14,957
+886
+6% +$43.2K 0.04% 253
2018
Q4 		$610K Sell
14,071
-160
-1% -$7.68K 0.04% 257
2018
Q3 		$691K Sell
14,231
-950
-6% -$48.8K 0.04% 248
2018
Q2 		$766K Buy
15,181
+57
+0.4% +$3.03K 0.05% 238
2018
Q1 		$787K Buy
15,124
+324
+2% +$17.5K 0.05% 236
2017
Q4 		$736K Buy
14,800
+3
+0% +$145 0.05% 242
2017
Q3 		$695K Buy
14,797
+7
+0% +$322 0.05% 241
2017
Q2 		$672K Sell
14,790
-2,734
-16% -$119K 0.05% 242
2017
Q1 		$783K Buy
17,524
+1,054
+6% +$49.2K 0.06% 233
2016
Q4 		$774K Sell
16,470
-2,316
-12% -$98.5K 0.07% 226
2016
Q3 		$709K Sell
18,786
-1,061
-5% -$39.5K 0.06% 231
2016
Q2 		$707K Buy
19,847
+53
+0.3% +$1.85K 0.07% 223
2016
Q1 		$659K Buy
19,794
+58
+0.3% +$1.93K 0.06% 222
2015
Q4 		$746K Sell
19,736
-5,199
-21% -$196K 0.08% 196
2015
Q3 		$888K Sell
24,935
-9,452
-27% -$365K 0.1% 169
2015
Q2 		$1.39M Buy
34,387
+26,723
+349% +$1.06M 0.15% 142
2015
Q1 		$299K Sell
7,664
-12,093
-61% -$456K 0.03% 317
2014
Q4 		$768K Buy
+19,757
New +$744K 0.08% 198
2014
Q3 		– Sell
-5,077
Closed -$200K – 396
2014
Q2 		$200K Sell
5,077
-495
-9% -$19K 0.02% 357
2014
Q1 		$224K Buy
+5,572
New +$213K 0.03% 344

Other funds holding TFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Investment Advisors's TFC Position: Q1 2026 in Review

Capital Investment Advisors reduced its Truist Financial (TFC) stake by 6.8% in Q1 2026, selling an estimated $181K and leaving 50,104 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #223.

Capital Investment Advisors first reported a position in TFC in Q1 2014 and has held it in 48 quarters since. The position peaked at $2.65M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Capital Investment Advisors held 50,104 shares of Truist Financial worth $2.3M as of Q1 2026.
  • Capital Investment Advisors sold 3,669 Truist Financial shares in Q1 2026, an estimated $181K.
  • Truist Financial made up 0.03% of Capital Investment Advisors's portfolio in Q1 2026, its #223 holding.
  • Capital Investment Advisors first reported a position in Truist Financial in Q1 2014 and has held it in 48 quarters since.
  • Capital Investment Advisors's Truist Financial position peaked at $2.65M in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.