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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
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 $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 Square's TFC Position: Q1 2026 in Review

Capital Square reduced its Truist Financial (TFC) stake by 6.2% in Q1 2026, selling an estimated $14.5K and leaving 4,450 shares worth $226K. The position accounts for 0.1% of the portfolio, ranked #205.

Capital Square first reported a position in TFC in Q1 2020 and has held it in 16 quarters since. The position peaked at $266K in Q4 2024. 1,642 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Capital Square held 4,450 shares of Truist Financial worth $226K as of Q1 2026.
  • Capital Square sold 294 Truist Financial shares in Q1 2026, an estimated $14.5K.
  • Truist Financial made up 0.1% of Capital Square's portfolio in Q1 2026, its #205 holding.
  • Capital Square first reported a position in Truist Financial in Q1 2020 and has held it in 16 quarters since.
  • Capital Square's Truist Financial position peaked at $266K in Q4 2024.
  • 1,642 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Capital Square's 13F filing for Q1 2026, filed 11 May 2026.