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Cary Street Partners Investment Advisory’s Truist Financial TFC Stock Holding History

Cary Street Partners Investment 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 		$361K Sell
7,243
-505
-7% -$24.8K 0.07% 259
2026
Q1 		$356K Buy
7,748
+880
+13% +$43.5K 0.09% 238
2025
Q4 		$338K Sell
6,868
-1,418
-17% -$65.3K 0.09% 221
2025
Q3 		$379K Buy
8,286
+1,787
+27% +$80.6K 0.16% 142
2025
Q2 		$279K Buy
6,499
+3,353
+107% +$131K 0.14% 169
2025
Q1 		$129K Buy
3,146
+379
+14% +$16.9K 0.07% 268
2024
Q4 		$120K Sell
2,767
-69,645
-96% -$3.11M 0.08% 247
2024
Q3 		$3.1M Sell
72,412
-5,277
-7% -$223K 0.11% 198
2024
Q2 		$3.02M Buy
77,689
+863
+1% +$32.6K 0.12% 187
2024
Q1 		$2.99M Sell
76,826
-1,941
-2% -$71K 0.13% 183
2023
Q4 		$2.91M Sell
78,767
-1,128
-1% -$35.4K 0.14% 176
2023
Q3 		$2.29M Buy
79,895
+4,872
+6% +$150K 0.12% 199
2023
Q2 		$2.28M Buy
75,023
+25,350
+51% +$787K 0.15% 167
2023
Q1 		$1.69M Sell
49,673
-1,347
-3% -$58.8K 0.12% 185
2022
Q4 		$2.2M Sell
51,020
-1,376
-3% -$60.4K 0.16% 148
2022
Q3 		$2.28M Buy
52,396
+4,590
+10% +$221K 0.19% 133
2022
Q2 		$2.27M Buy
47,806
+41,586
+669% +$2.05M 0.19% 130
2022
Q1 		$353K Sell
6,220
-1,564
-20% -$96.6K 0.1% 187
2021
Q4 		$456K Buy
7,784
+1,707
+28% +$104K 0.13% 163
2021
Q3 		$356K Sell
6,077
-3,898
-39% -$218K 0.12% 168
2021
Q2 		$554K Sell
9,975
-3,043
-23% -$179K 0.18% 122
2021
Q1 		$759K Sell
13,018
-165,922
-93% -$9.09M 0.31% 83
2020
Q4 		$8.58M Buy
178,940
+161,799
+944% +$7.33M 1.65% 9
2020
Q3 		$652K Buy
17,141
+11,812
+222% +$445K 0.14% 155
2020
Q2 		$200K Buy
+5,329
New +$192K 0.28% 104
2020
Q1 		– Sell
-4,901
Closed -$276K – 126
2019
Q4 		$276K Buy
+4,901
New +$265K 0.3% 89
2018
Q4 		$217K Buy
+5,022
New +$241K 0.21% 89

Other funds holding TFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cary Street Partners Investment Advisory's TFC Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Truist Financial (TFC) stake by 6.5% in Q2 2026, selling an estimated $24.8K and leaving 7,243 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #259.

Cary Street Partners Investment Advisory first reported a position in TFC in Q4 2018 and has held it in 27 quarters since. The position peaked at $8.58M in Q4 2020. 1,225 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cary Street Partners Investment Advisory held 7,243 shares of Truist Financial worth $361K as of Q2 2026.
  • Cary Street Partners Investment Advisory sold 505 Truist Financial shares in Q2 2026, an estimated $24.8K.
  • Truist Financial made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #259 holding.
  • Cary Street Partners Investment Advisory first reported a position in Truist Financial in Q4 2018 and has held it in 27 quarters since.
  • Cary Street Partners Investment Advisory's Truist Financial position peaked at $8.58M in Q4 2020.
  • 1,225 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.