CAPTRUST Financial 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
Q2 | $33.9M | Sell |
680,372
-41,289
| -6% | -$2.03M | 0.05% | 273 |
|
|
2026
Q1 | $33.2M | Sell |
721,661
-13,075
| -2% | -$646K | 0.06% | 257 |
|
|
2025
Q4 | $36.2M | Sell |
734,736
-3,554
| -0.5% | -$164K | 0.07% | 222 |
|
|
2025
Q3 | $33.8M | Buy |
738,290
+6,313
| +0.9% | +$285K | 0.07% | 220 |
|
|
2025
Q2 | $31.5M | Sell |
731,977
-4,006
| -0.5% | -$157K | 0.07% | 224 |
|
|
2025
Q1 | $30.3M | Sell |
735,983
-26,147
| -3% | -$1.16M | 0.08% | 215 |
|
|
2024
Q4 | $33.1M | Buy |
762,130
+177
| +0% | +$7.9K | 0.09% | 164 |
|
|
2024
Q3 | $32.6M | Buy |
761,953
+1,059
| +0.1% | +$44.7K | 0.1% | 167 |
|
|
2024
Q2 | $29.6M | Sell |
760,894
-10,077
| -1% | -$381K | 0.1% | 166 |
|
|
2024
Q1 | $30.1M | Sell |
770,971
-519,923
| -40% | -$19M | 0.11% | 165 |
|
|
2023
Q4 | $47.7M | Buy |
1,290,894
+370,926
| +40% | +$11.6M | 0.16% | 124 |
|
|
2023
Q3 | $26.3M | Sell |
919,968
-27,066
| -3% | -$832K | 0.1% | 164 |
|
|
2023
Q2 | $28.7M | Buy |
947,034
+44,968
| +5% | +$1.4M | 0.11% | 150 |
|
|
2023
Q1 | $30.8M | Sell |
902,066
-12,935
| -1% | -$565K | 0.14% | 140 |
|
|
2022
Q4 | $39.4M | Buy |
915,001
+7,317
| +0.8% | +$321K | 0.2% | 113 |
|
|
2022
Q3 | $39.5M | Buy |
907,684
+101,961
| +13% | +$4.91M | 0.23% | 96 |
|
|
2022
Q2 | $38.2M | Buy |
805,723
+13,467
| +2% | +$664K | 0.25% | 89 |
|
|
2022
Q1 | $44.9M | Buy |
792,256
+107,008
| +16% | +$6.61M | 0.29% | 84 |
|
|
2021
Q4 | $40.1M | Buy |
685,248
+4,511
| +0.7% | +$276K | 0.28% | 92 |
|
|
2021
Q3 | $39.9M | Buy |
680,737
+354,645
| +109% | +$19.8M | 0.33% | 74 |
|
|
2021
Q2 | $18.1M | Sell |
326,092
-26,054
| -7% | -$1.53M | 0.17% | 138 |
|
|
2021
Q1 | $20.5M | Sell |
352,146
-260,717
| -43% | -$14.3M | 0.22% | 113 |
|
|
2020
Q4 | $29.4M | Buy |
612,863
+139,698
| +30% | +$6.32M | 0.39% | 62 |
|
|
2020
Q3 | $18.3M | Buy |
473,165
+128,997
| +37% | +$4.86M | 0.3% | 89 |
|
|
2020
Q2 | $12.5M | Buy |
344,168
+86,921
| +34% | +$3.13M | 0.21% | 122 |
|
|
2020
Q1 | $7.32M | Sell |
257,247
-55,164
| -18% | -$2.61M | 0.16% | 146 |
|
|
2019
Q4 | $17.7M | Buy |
312,411
+187,836
| +151% | +$10.2M | 0.28% | 97 |
|
|
2019
Q3 | $6.65M | Sell |
124,575
-998
| -0.8% | -$49.5K | 0.23% | 96 |
|
|
2019
Q2 | $6.17M | Sell |
125,573
-830
| -0.7% | -$40.7K | 0.23% | 95 |
|
|
2019
Q1 | $5.88M | Sell |
126,403
-499
| -0.4% | -$24.3K | 0.24% | 82 |
|
|
2018
Q4 | $5.5M | Sell |
126,902
-3,004
| -2% | -$144K | 0.3% | 75 |
|
|
2018
Q3 | $6.31M | Buy |
129,906
+62,065
| +91% | +$3.18M | 0.28% | 68 |
|
|
2018
Q2 | $3.42M | Buy |
67,841
+10,986
| +19% | +$584K | 0.19% | 81 |
|
|
2018
Q1 | $2.9M | Sell |
56,855
-1,073
| -2% | -$57.8K | 0.18% | 81 |
|
|
2017
Q4 | $2.88M | Buy |
+57,928
| New | +$2.8M | 0.17% | 88 |
|
Other funds holding TFC
CAPTRUST Financial Advisors's TFC Position: Q2 2026 in Review
CAPTRUST Financial Advisors reduced its Truist Financial (TFC) stake by 5.7% in Q2 2026, selling an estimated $2.03M and leaving 680,372 shares worth $33.9M. The position accounts for 0.05% of the portfolio, ranked #273.
CAPTRUST Financial Advisors first reported a position in TFC in Q4 2017 and has held it in 35 quarters since. The position peaked at $47.7M in Q4 2023. 1,694 funds tracked by Wall St. Rank hold TFC as of Q2 2026.
- CAPTRUST Financial Advisors held 680,372 shares of Truist Financial worth $33.9M as of Q2 2026.
- CAPTRUST Financial Advisors sold 41,289 Truist Financial shares in Q2 2026, an estimated $2.03M.
- Truist Financial made up 0.05% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #273 holding.
- CAPTRUST Financial Advisors first reported a position in Truist Financial in Q4 2017 and has held it in 35 quarters since.
- CAPTRUST Financial Advisors's Truist Financial position peaked at $47.7M in Q4 2023.
- 1,694 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.