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Capital Performance Advisors’s Truist Financial TFC Stock Holding History

Capital Performance 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
Q2 		– Sell
-4,560
Closed -$210K – 469
2026
Q1 		$210K Buy
+4,560
New +$225K 0.01% 437
2024
Q4 		– Sell
-1,367
Closed -$58.5K – 2425
2024
Q3 		$58.5K Buy
+1,367
New +$57.7K 0.02% 310

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 Performance Advisors's TFC Position: Q2 2026 in Review

Capital Performance Advisors sold out of Truist Financial (TFC) in Q2 2026, closing a stake of 4,560 shares — an estimated $210K sold.

Capital Performance Advisors first reported a position in TFC in Q3 2024 and held it in 2 quarters. The position peaked at $210K in Q1 2026. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Capital Performance Advisors reported no remaining Truist Financial position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 4,560 Truist Financial shares in Q2 2026, an estimated $210K.
  • Capital Performance Advisors first reported a position in Truist Financial in Q3 2024 and held it in 2 quarters.
  • Capital Performance Advisors's Truist Financial position peaked at $210K in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.