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Castleview Partners’s Truist Financial TFC Stock Holding History

Castleview 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 		$584K Buy
11,720
+2,278
+24% +$112K 0.26% 94
2026
Q1 		$434K Sell
9,442
-407
-4% -$20.1K 0.22% 108
2025
Q4 		$485K Buy
9,849
+2,946
+43% +$136K 0.24% 94
2025
Q3 		$316K Buy
6,903
+837
+14% +$37.7K 0.17% 126
2025
Q2 		$261K Buy
6,066
+399
+7% +$15.6K 0.17% 143
2025
Q1 		$233K Buy
5,667
+8
+0.1% +$356 0.16% 158
2024
Q4 		$245K Buy
5,659
+531
+10% +$23.7K 0.13% 162
2024
Q3 		$219K Buy
5,128
+69
+1% +$2.91K 0.13% 168
2024
Q2 		$197K Sell
5,059
-560
-10% -$21.2K 0.11% 175
2024
Q1 		$219K Buy
5,619
+1,316
+31% +$48.1K 0.12% 169
2023
Q4 		$159K Buy
4,303
+966
+29% +$30.3K 0.11% 153
2023
Q3 		$95.5K Buy
3,337
+3,205
+2,428% +$98.6K 0.09% 182
2023
Q2 		$4.01K Hold
132
– – ﹤0.01% 534
2023
Q1 		$4.5K Hold
132
– – ﹤0.01% 507
2022
Q4 		$5.68K Hold
132
– – 0.01% 435
2022
Q3 		$6K Buy
132
+131
+13,100% +$6.3K 0.01% 446
2022
Q2 		$84 Sell
1
-131
-99% -$6.46K ﹤0.01% 751
2022
Q1 		$7K Buy
+132
New +$8.15K ﹤0.01% 540
2021
Q2 		$6K Buy
+101
New +$5.93K ﹤0.01% 782

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

Castleview Partners's TFC Position: Q2 2026 in Review

Castleview Partners increased its Truist Financial (TFC) stake by 24% in Q2 2026, buying an estimated $112K and bringing the position to 11,720 shares worth $584K. The position accounts for 0.26% of the portfolio, ranked #94.

Castleview Partners first reported a position in TFC in Q2 2021 and has held it in 19 quarters since. 1,702 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Castleview Partners held 11,720 shares of Truist Financial worth $584K as of Q2 2026.
  • Castleview Partners bought 2,278 Truist Financial shares in Q2 2026, an estimated $112K.
  • Truist Financial made up 0.26% of Castleview Partners's portfolio in Q2 2026, its #94 holding.
  • Castleview Partners first reported a position in Truist Financial in Q2 2021 and has held it in 19 quarters since.
  • 1,702 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.