Capstone Investment Advisors’s Truist Financial TFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,225
| Closed | -$209K | – | 1843 |
|
|
2025
Q4 | $208K | Buy |
+4,225
| New | +$195K | ﹤0.01% | 1492 |
|
|
2025
Q3 | – | Sell |
-6,544
| Closed | -$295K | – | 2066 |
|
|
2025
Q2 | $281K | Buy |
6,544
+12
| +0.2% | +$470 | ﹤0.01% | 1406 |
|
|
2025
Q1 | $269K | Buy |
6,532
+770
| +13% | +$34.3K | ﹤0.01% | 1221 |
|
|
2024
Q4 | $250K | Buy |
5,762
+149
| +3% | +$6.65K | ﹤0.01% | 1539 |
|
|
2024
Q3 | $240K | Sell |
5,613
-533
| -9% | -$22.5K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $239K | Sell |
6,146
-2,226
| -27% | -$84.1K | ﹤0.01% | 1700 |
|
|
2024
Q1 | $326K | Buy |
+8,372
| New | +$306K | ﹤0.01% | 1794 |
|
|
2023
Q4 | – | Sell |
-41,357
| Closed | -$1.3M | – | 2402 |
|
|
2023
Q3 | $1.18M | Sell |
41,357
-16,082
| -28% | -$495K | 0.01% | 922 |
|
|
2023
Q2 | $1.74M | Buy |
57,439
+18,023
| +46% | +$560K | 0.01% | 686 |
|
|
2023
Q1 | $1.34M | Buy |
39,416
+25,394
| +181% | +$1.11M | 0.01% | 706 |
|
|
2022
Q4 | $603K | Sell |
14,022
-29,219
| -68% | -$1.28M | ﹤0.01% | 1073 |
|
|
2022
Q3 | $1.88M | Buy |
+43,241
| New | +$2.08M | 0.01% | 780 |
|
|
2022
Q1 | – | Sell |
-67,485
| Closed | -$4.17M | – | 2158 |
|
|
2021
Q4 | $3.95M | Buy |
67,485
+67,291
| +34,686% | +$4.11M | 0.01% | 899 |
|
|
2021
Q3 | $11K | Buy |
+194
| New | +$10.8K | ﹤0.01% | 1933 |
|
|
2021
Q2 | – | Sell |
-3,184
| Closed | -$187K | – | 1869 |
|
|
2021
Q1 | $186K | Buy |
+3,184
| New | +$175K | ﹤0.01% | 1455 |
|
|
2020
Q4 | – | Sell |
-305,724
| Closed | -$13.8M | – | 1763 |
|
|
2020
Q3 | $11.6M | Buy |
305,724
+84,544
| +38% | +$3.19M | 0.06% | 281 |
|
|
2020
Q2 | $8.3M | Buy |
221,180
+44,548
| +25% | +$1.6M | 0.05% | 300 |
|
|
2020
Q1 | $5.45M | Buy |
176,632
+136,227
| +337% | +$6.44M | 0.09% | 254 |
|
|
2019
Q4 | $2.28M | Buy |
40,405
+40,140
| +15,147% | +$2.17M | 0.01% | 800 |
|
|
2019
Q3 | $14K | Sell |
265
-21,702
| -99% | -$1.08M | ﹤0.01% | 1325 |
|
|
2019
Q2 | $1.08M | Buy |
21,967
+50
| +0.2% | +$2.45K | 0.01% | 920 |
|
|
2019
Q1 | $1.02M | Buy |
21,917
+19,256
| +724% | +$939K | 0.01% | 802 |
|
|
2018
Q4 | $115K | Sell |
2,661
-7,121
| -73% | -$342K | ﹤0.01% | 1104 |
|
|
2018
Q3 | $475K | Buy |
+9,782
| New | +$502K | 0.01% | 811 |
|
|
2017
Q2 | – | Sell |
-41,319
| Closed | -$1.85M | – | 921 |
|
|
2017
Q1 | $1.85M | Sell |
41,319
-35,181
| -46% | -$1.64M | 0.05% | 302 |
|
|
2016
Q4 | $3.6M | Buy |
+76,500
| New | +$3.25M | 0.11% | 174 |
|
|
2016
Q1 | – | Sell |
-12,350
| Closed | -$466K | – | 766 |
|
|
2015
Q4 | $466K | Buy |
12,350
+1,537
| +14% | +$57.8K | 0.01% | 350 |
|
|
2015
Q3 | $384K | Buy |
+10,813
| New | +$417K | 0.01% | 301 |
|
Other funds holding TFC
VCM
VPM
Capstone Investment Advisors's TFC Position: Q1 2026 in Review
Capstone Investment Advisors sold out of Truist Financial (TFC) in Q1 2026, closing a stake of 4,225 shares — an estimated $209K sold.
Capstone Investment Advisors first reported a position in TFC in Q3 2015 and held it in 28 quarters. The position peaked at $11.6M in Q3 2020. 1,645 funds tracked by Wall St. Rank hold TFC as of Q1 2026.
- Capstone Investment Advisors reported no remaining Truist Financial position as of Q1 2026 after selling out during the quarter.
- Capstone Investment Advisors sold 4,225 Truist Financial shares in Q1 2026, an estimated $209K.
- Capstone Investment Advisors first reported a position in Truist Financial in Q3 2015 and held it in 28 quarters.
- Capstone Investment Advisors's Truist Financial position peaked at $11.6M in Q3 2020.
- 1,645 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.