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Cary Street Partners’s Truist Financial TFC Stock Holding History

Cary Street Partners’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 		$3.67M Sell
73,624
-1,337
-2% -$65.8K 0.08% 247
2026
Q1 		$3.45M Sell
74,961
-15,063
-17% -$744K 0.09% 236
2025
Q4 		$4.43M Buy
90,024
+3,530
+4% +$163K 0.11% 193
2025
Q3 		$3.95M Buy
86,494
+6,588
+8% +$297K 0.1% 208
2025
Q2 		$3.44M Buy
79,906
+13,995
+21% +$548K 0.1% 217
2025
Q1 		$2.71M Sell
65,911
-1,425
-2% -$63.5K 0.09% 239
2024
Q4 		$2.92M Buy
+67,336
New +$3M 0.1% 216

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

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

Cary Street Partners reduced its Truist Financial (TFC) stake by 1.8% in Q2 2026, selling an estimated $65.8K and leaving 73,624 shares worth $3.67M. The position accounts for 0.08% of the portfolio, ranked #247.

Cary Street Partners first reported a position in TFC in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.43M in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Cary Street Partners held 73,624 shares of Truist Financial worth $3.67M as of Q2 2026.
  • Cary Street Partners sold 1,337 Truist Financial shares in Q2 2026, an estimated $65.8K.
  • Truist Financial made up 0.08% of Cary Street Partners's portfolio in Q2 2026, its #247 holding.
  • Cary Street Partners first reported a position in Truist Financial in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Truist Financial position peaked at $4.43M in Q4 2025.
  • 1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

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