CIAS
TFC icon

Capital Investment Advisory Services’s Truist Financial TFC Stock Holding History

Capital Investment Advisory Services’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 		$4.57M Sell
91,708
-1,508
-2% -$74.2K 0.28% 88
2026
Q1 		$4.29M Sell
93,216
-2,357
-2% -$116K 0.31% 74
2025
Q4 		$4.7M Buy
95,573
+3,628
+4% +$167K 0.33% 72
2025
Q3 		$4.2M Sell
91,945
-2,599
-3% -$117K 0.33% 72
2025
Q2 		$4.06M Sell
94,544
-4,994
-5% -$195K 0.33% 73
2025
Q1 		$4.1M Sell
99,538
-150,896
-60% -$6.72M 0.37% 65
2024
Q4 		$10.9M Buy
250,434
+1,832
+0.7% +$81.8K 1.05% 17
2024
Q3 		$10.6M Sell
248,602
-4,924
-2% -$208K 1.01% 18
2024
Q2 		$9.85M Sell
253,526
-936
-0.4% -$35.4K 1.02% 19
2024
Q1 		$9.92M Sell
254,462
-20,365
-7% -$745K 1.06% 16
2023
Q4 		$10.1M Sell
274,827
-10,932
-4% -$343K 0.94% 20
2023
Q3 		$8.18M Sell
285,759
-2,138
-0.7% -$65.7K 0.8% 19
2023
Q2 		$8.74M Buy
287,897
+48,124
+20% +$1.49M 0.86% 19
2023
Q1 		$8.18M Buy
239,773
+35,221
+17% +$1.54M 0.97% 16
2022
Q4 		$8.8M Buy
204,552
+10,280
+5% +$451K 1.04% 17
2022
Q3 		$8.46M Buy
194,272
+152,215
+362% +$7.32M 1.1% 16
2022
Q2 		$2M Buy
42,057
+13,104
+45% +$646K 0.24% 83
2022
Q1 		$1.64M Sell
28,953
-3,211
-10% -$198K 0.18% 114
2021
Q4 		$1.88M Sell
32,164
-2,439
-7% -$149K 0.22% 97
2021
Q3 		$2.03M Buy
34,603
+343
+1% +$19.2K 0.26% 79
2021
Q2 		$1.9M Sell
34,260
-3,718
-10% -$218K 0.24% 87
2021
Q1 		$2.21M Sell
37,978
-1,959
-5% -$107K 0.31% 76
2020
Q4 		$1.91M Buy
39,937
+3,478
+10% +$157K 0.28% 84
2020
Q3 		$1.39M Buy
36,459
+11,477
+46% +$432K 0.26% 87
2020
Q2 		$938K Buy
24,982
+361
+1% +$13K 0.19% 116
2020
Q1 		$759K Buy
24,621
+491
+2% +$23.2K 0.19% 116
2019
Q4 		$1.36M Buy
24,130
+2,858
+13% +$155K 0.36% 62
2019
Q3 		$1.14M Sell
21,272
-939
-4% -$46.5K 0.32% 63
2019
Q2 		$1.12M Buy
22,211
+746
+3% +$36.5K 0.34% 60
2019
Q1 		$999K Buy
21,465
+674
+3% +$32.9K 0.37% 49
2018
Q4 		$901K Buy
20,791
+169
+0.8% +$8.11K 0.38% 51
2018
Q3 		$1M Buy
20,622
+606
+3% +$31.1K 0.47% 52
2018
Q2 		$1.01M Buy
20,016
+1,085
+6% +$57.6K 0.51% 48
2018
Q1 		$985K Buy
18,931
+1,322
+8% +$71.2K 0.55% 36
2017
Q4 		$876K Buy
17,609
+3
+0% +$145 0.51% 42
2017
Q3 		$826K Buy
17,606
+561
+3% +$25.8K 0.51% 46
2017
Q2 		$774K Buy
17,045
+2,287
+15% +$99.3K 0.51% 49
2017
Q1 		$660K Buy
14,758
+262
+2% +$12.2K 0.48% 58
2016
Q4 		$682K Buy
+14,496
New +$617K 0.59% 48

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital Investment Advisory Services's TFC Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Truist Financial (TFC) stake by 1.6% in Q2 2026, selling an estimated $74.2K and leaving 91,708 shares worth $4.57M. The position accounts for 0.28% of the portfolio, ranked #88.

Capital Investment Advisory Services first reported a position in TFC in Q4 2016 and has held it in 39 quarters since. The position peaked at $10.9M in Q4 2024. 1,411 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Capital Investment Advisory Services held 91,708 shares of Truist Financial worth $4.57M as of Q2 2026.
  • Capital Investment Advisory Services sold 1,508 Truist Financial shares in Q2 2026, an estimated $74.2K.
  • Truist Financial made up 0.28% of Capital Investment Advisory Services's portfolio in Q2 2026, its #88 holding.
  • Capital Investment Advisory Services first reported a position in Truist Financial in Q4 2016 and has held it in 39 quarters since.
  • Capital Investment Advisory Services's Truist Financial position peaked at $10.9M in Q4 2024.
  • 1,411 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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