Capital Square
TFC icon

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
Q3 		$250K Sell
5,390
-62
-1% -$3.15K 0.11% 192
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% +$2.36K 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% +$1.76K 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

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Capital Square's TFC Position: Q3 2026 in Review

Capital Square reduced its Truist Financial (TFC) stake by 1.1% in Q3 2026, selling an estimated $3.15K and leaving 5,390 shares worth $250K. The position accounts for 0.11% of the portfolio, ranked #192.

Capital Square first reported a position in TFC in Q1 2020 and has held it in 18 quarters since. The position peaked at $282K in Q2 2026. 576 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Capital Square held 5,390 shares of Truist Financial worth $250K as of Q3 2026.
  • Capital Square sold 62 Truist Financial shares in Q3 2026, an estimated $3.15K.
  • Truist Financial made up 0.11% of Capital Square's portfolio in Q3 2026, its #192 holding.
  • Capital Square first reported a position in Truist Financial in Q1 2020 and has held it in 18 quarters since.
  • Capital Square's Truist Financial position peaked at $282K in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Capital Square's 13F filing for Q3 2026, filed 19 Oct 2026.