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 | $2.27M | Buy |
49,400
+20,000
| +68% | +$988K | ﹤0.01% | 609 |
|
|
2025
Q4 | $1.45M | Sell |
29,400
-20,100
| -41% | -$926K | ﹤0.01% | 726 |
|
|
2025
Q3 | $2.26M | Buy |
49,500
+18,700
| +61% | +$843K | ﹤0.01% | 726 |
|
|
2025
Q2 | $1.32M | Sell |
30,800
-14,700
| -32% | -$575K | ﹤0.01% | 768 |
|
|
2025
Q1 | $1.87M | Sell |
45,500
-25,900
| -36% | -$1.15M | ﹤0.01% | 702 |
|
|
2024
Q4 | $3.1M | Buy |
71,400
+21,700
| +44% | +$968K | 0.01% | 707 |
|
|
2024
Q3 | $2.13M | Buy |
49,700
+2,700
| +6% | +$114K | 0.01% | 717 |
|
|
2024
Q2 | $1.83M | Buy |
47,000
+15,100
| +47% | +$570K | 0.01% | 758 |
|
|
2024
Q1 | $1.24M | Sell |
31,900
-42,300
| -57% | -$1.55M | ﹤0.01% | 1019 |
|
|
2023
Q4 | $2.74M | Buy |
74,200
+16,400
| +28% | +$515K | 0.01% | 723 |
|
|
2023
Q3 | $1.65M | Sell |
57,800
-10,000
| -15% | -$308K | 0.01% | 795 |
|
|
2023
Q2 | $2.06M | Buy |
67,800
+7,400
| +12% | +$230K | 0.01% | 634 |
|
|
2023
Q1 | $2.06M | Buy |
60,400
+32,000
| +113% | +$1.4M | 0.01% | 592 |
|
|
2022
Q4 | $1.22M | Sell |
28,400
-58,000
| -67% | -$2.54M | 0.01% | 866 |
|
|
2022
Q3 | $3.76M | Sell |
86,400
-7,700
| -8% | -$370K | 0.02% | 493 |
|
|
2022
Q2 | $4.46M | Sell |
94,100
-175,700
| -65% | -$8.67M | 0.02% | 445 |
|
|
2022
Q1 | $15.3M | Sell |
269,800
-455,100
| -63% | -$28.1M | 0.04% | 327 |
|
|
2021
Q4 | $42.4M | Buy |
724,900
+185,900
| +34% | +$11.4M | 0.07% | 246 |
|
|
2021
Q3 | $31.6M | Buy |
539,000
+31,300
| +6% | +$1.75M | 0.06% | 295 |
|
|
2021
Q2 | $28.2M | Sell |
507,700
-37,700
| -7% | -$2.21M | 0.06% | 276 |
|
|
2021
Q1 | $31.8M | Sell |
545,400
-149,700
| -22% | -$8.2M | 0.09% | 199 |
|
|
2020
Q4 | $33.3M | Sell |
695,100
-25,300
| -4% | -$1.15M | 0.11% | 151 |
|
|
2020
Q3 | $27.4M | Buy |
720,400
+133,900
| +23% | +$5.04M | 0.14% | 134 |
|
|
2020
Q2 | $22M | Buy |
586,500
+178,700
| +44% | +$6.44M | 0.15% | 127 |
|
|
2020
Q1 | $12.6M | Sell |
407,800
-61,000
| -13% | -$2.88M | 0.2% | 96 |
|
|
2019
Q4 | $26.4M | Buy |
468,800
+281,700
| +151% | +$15.3M | 0.14% | 150 |
|
|
2019
Q3 | $9.99M | Buy |
187,100
+18,400
| +11% | +$912K | 0.07% | 288 |
|
|
2019
Q2 | $8.29M | Buy |
168,700
+62,200
| +58% | +$3.05M | 0.06% | 343 |
|
|
2019
Q1 | $4.96M | Buy |
106,500
+55,300
| +108% | +$2.7M | 0.05% | 358 |
|
|
2018
Q4 | $2.22M | Buy |
51,200
+10,100
| +25% | +$485K | 0.03% | 414 |
|
|
2018
Q3 | $2M | Buy |
+41,100
| New | +$2.11M | 0.02% | 443 |
|
|
2013
Q3 | – | Sell |
-80,000
| Closed | -$2.71M | – | 556 |
|
|
2013
Q2 | $2.71M | Buy |
+80,000
| New | +$2.55M | 0.03% | 206 |
|
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.