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 | $988K | Buy |
21,500
+11,200
| +109% | +$553K | ﹤0.01% | 865 |
|
|
2025
Q4 | $507K | Sell |
10,300
-11,400
| -53% | -$525K | ﹤0.01% | 1144 |
|
|
2025
Q3 | $992K | Buy |
21,700
+5,500
| +34% | +$248K | ﹤0.01% | 1028 |
|
|
2025
Q2 | $696K | Sell |
16,200
-19,800
| -55% | -$775K | ﹤0.01% | 989 |
|
|
2025
Q1 | $1.48M | Sell |
36,000
-19,100
| -35% | -$851K | ﹤0.01% | 768 |
|
|
2024
Q4 | $2.39M | Sell |
55,100
-22,100
| -29% | -$986K | 0.01% | 789 |
|
|
2024
Q3 | $3.3M | Buy |
77,200
+8,200
| +12% | +$346K | 0.01% | 572 |
|
|
2024
Q2 | $2.68M | Buy |
69,000
+6,900
| +11% | +$261K | 0.01% | 623 |
|
|
2024
Q1 | $2.42M | Sell |
62,100
-9,800
| -14% | -$358K | 0.01% | 698 |
|
|
2023
Q4 | $2.65M | Buy |
71,900
+53,000
| +280% | +$1.66M | 0.01% | 730 |
|
|
2023
Q3 | $541K | Buy |
18,900
+6,400
| +51% | +$197K | ﹤0.01% | 1283 |
|
|
2023
Q2 | $379K | Buy |
12,500
+2,400
| +24% | +$74.5K | ﹤0.01% | 1290 |
|
|
2023
Q1 | $344K | Sell |
10,100
-50,000
| -83% | -$2.18M | ﹤0.01% | 1130 |
|
|
2022
Q4 | $2.59M | Buy |
60,100
+3,600
| +6% | +$158K | 0.02% | 614 |
|
|
2022
Q3 | $2.46M | Sell |
56,500
-8,600
| -13% | -$414K | 0.01% | 685 |
|
|
2022
Q2 | $3.09M | Sell |
65,100
-93,200
| -59% | -$4.6M | 0.02% | 586 |
|
|
2022
Q1 | $8.98M | Sell |
158,300
-3,400
| -2% | -$210K | 0.02% | 496 |
|
|
2021
Q4 | $9.47M | Sell |
161,700
-34,300
| -18% | -$2.1M | 0.02% | 624 |
|
|
2021
Q3 | $11.5M | Sell |
196,000
-24,300
| -11% | -$1.36M | 0.02% | 572 |
|
|
2021
Q2 | $12.2M | Buy |
220,300
+14,000
| +7% | +$822K | 0.03% | 474 |
|
|
2021
Q1 | $12M | Sell |
206,300
-56,500
| -21% | -$3.1M | 0.04% | 423 |
|
|
2020
Q4 | $12.6M | Buy |
262,800
+96,800
| +58% | +$4.38M | 0.04% | 339 |
|
|
2020
Q3 | $6.32M | Buy |
166,000
+58,900
| +55% | +$2.22M | 0.03% | 451 |
|
|
2020
Q2 | $4.02M | Buy |
107,100
+23,100
| +28% | +$832K | 0.03% | 497 |
|
|
2020
Q1 | $2.59M | Sell |
84,000
-22,600
| -21% | -$1.07M | 0.04% | 445 |
|
|
2019
Q4 | $6M | Buy |
106,600
+31,500
| +42% | +$1.71M | 0.03% | 496 |
|
|
2019
Q3 | $4.01M | Buy |
75,100
+15,800
| +27% | +$783K | 0.03% | 517 |
|
|
2019
Q2 | $2.91M | Buy |
59,300
+20,400
| +52% | +$999K | 0.02% | 635 |
|
|
2019
Q1 | $1.81M | Buy |
38,900
+17,400
| +81% | +$849K | 0.02% | 642 |
|
|
2018
Q4 | $931K | Buy |
21,500
+7,400
| +52% | +$355K | 0.01% | 638 |
|
|
2018
Q3 | $684K | Buy |
+14,100
| New | +$724K | 0.01% | 709 |
|
|
2013
Q3 | – | Sell |
-80,000
| Closed | -$2.71M | – | 555 |
|
|
2013
Q2 | $2.71M | Buy |
+80,000
| New | +$2.55M | 0.03% | 205 |
|
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. 1,644 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.
- 1,644 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.