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Carson Advisory’s Truist Financial TFC Stock Holding History

Carson Advisory’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
Q2 		$915K Sell
18,375
-1,229
-6% -$60.5K 0.42% 58
2026
Q1 		$901K Sell
19,604
-995
-5% -$49.2K 0.47% 51
2025
Q4 		$1.01M Sell
20,599
-299
-1% -$13.8K 0.53% 47
2025
Q3 		$955K Sell
20,898
-99
-0.5% -$4.46K 0.52% 48
2025
Q2 		$903K Buy
20,997
+702
+3% +$27.5K 0.57% 48
2025
Q1 		$835K Buy
20,295
+1
+0% +$45 0.56% 51
2024
Q4 		$880K Sell
20,294
-49
-0.2% -$2.19K 0.61% 47
2024
Q3 		$870K Sell
20,343
-935
-4% -$39.5K 0.55% 51
2024
Q2 		$827K Sell
21,278
-700
-3% -$26.4K 0.58% 44
2024
Q1 		$857K Buy
21,978
+50
+0.2% +$1.83K 0.6% 46
2023
Q4 		$810K Buy
21,928
+315
+1% +$9.89K 0.63% 44
2023
Q3 		$618K Buy
21,613
+452
+2% +$13.9K 0.54% 61
2023
Q2 		$642K Buy
21,161
+3,622
+21% +$112K 0.54% 61
2023
Q1 		$598K Buy
17,539
+9,970
+132% +$435K 0.53% 61
2022
Q4 		$326K Buy
7,569
+1,014
+15% +$44.5K 0.31% 85
2022
Q3 		$285K Sell
6,555
-199
-3% -$9.57K 0.32% 82
2022
Q2 		$320K Buy
6,754
+200
+3% +$9.86K 0.36% 80
2022
Q1 		$372K Buy
6,554
+75
+1% +$4.63K 0.37% 70
2021
Q4 		$379K Buy
+6,479
New +$396K 0.38% 71

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Carson Advisory's TFC Position: Q2 2026 in Review

Carson Advisory reduced its Truist Financial (TFC) stake by 6.3% in Q2 2026, selling an estimated $60.5K and leaving 18,375 shares worth $915K. The position accounts for 0.42% of the portfolio, ranked #58.

Carson Advisory first reported a position in TFC in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.01M in Q4 2025. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Carson Advisory held 18,375 shares of Truist Financial worth $915K as of Q2 2026.
  • Carson Advisory sold 1,229 Truist Financial shares in Q2 2026, an estimated $60.5K.
  • Truist Financial made up 0.42% of Carson Advisory's portfolio in Q2 2026, its #58 holding.
  • Carson Advisory first reported a position in Truist Financial in Q4 2021 and has held it in 19 quarters since.
  • Carson Advisory's Truist Financial position peaked at $1.01M in Q4 2025.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.