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Capital Square’s Truist Financial TFC Stock Holding History

Capital Square’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 		$282K Buy
5,452
+1,002
+23% +$49.3K 0.12% 178
2026
Q1 		$226K Sell
4,450
-294
-6% -$14.5K 0.1% 205
2025
Q4 		$233K Buy
4,744
+26
+0.6% +$1.2K 0.12% 184
2025
Q3 		$216K Sell
4,718
-979
-17% -$44.1K 0.11% 177
2025
Q2 		$259K Buy
5,697
+29
+0.5% +$1.14K 0.14% 164
2025
Q1 		$233K Buy
5,668
+5
+0.1% +$223 0.14% 154
2024
Q4 		$266K Buy
5,663
+53
+0.9% +$2.37K 0.15% 142
2024
Q3 		$240K Sell
5,610
-208
-4% -$8.78K 0.15% 132
2024
Q2 		$255K Sell
5,818
-207
-3% -$7.82K 0.17% 126
2024
Q1 		$235K Buy
6,025
+41
+0.7% +$1.5K 0.17% 126
2023
Q4 		$221K Buy
+5,984
New +$188K 0.25% 91
2023
Q2 		– Sell
-6,364
Closed -$208K – 144
2023
Q1 		$208K Buy
6,364
+540
+9% +$23.6K 0.19% 125
2022
Q4 		$251K Buy
5,824
+40
+0.7% +$1.75K 0.23% 111
2022
Q3 		$251K Buy
5,784
+1,004
+21% +$48.3K 0.23% 105
2022
Q2 		$226K Buy
4,780
+950
+25% +$46.9K 0.19% 115
2022
Q1 		$217K Buy
+3,830
New +$237K 0.15% 135
2020
Q2 		– Sell
-2,508
Closed -$77K – 269
2020
Q1 		$77K Buy
+2,508
New +$119K 0.09% 166

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 Square's TFC Position: Q2 2026 in Review

Capital Square increased its Truist Financial (TFC) stake by 23% in Q2 2026, buying an estimated $49.3K and bringing the position to 5,452 shares worth $282K. The position accounts for 0.12% of the portfolio, ranked #178.

Capital Square first reported a position in TFC in Q1 2020 and has held it in 17 quarters since. 1,703 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Capital Square held 5,452 shares of Truist Financial worth $282K as of Q2 2026.
  • Capital Square bought 1,002 Truist Financial shares in Q2 2026, an estimated $49.3K.
  • Truist Financial made up 0.12% of Capital Square's portfolio in Q2 2026, its #178 holding.
  • Capital Square first reported a position in Truist Financial in Q1 2020 and has held it in 17 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Capital Square's 13F filing for Q2 2026, filed 13 Aug 2026.