CP
TFC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Castleview Partners's TFC Position: Q1 2026 in Review

Castleview Partners reduced its Truist Financial (TFC) stake by 4.1% in Q1 2026, selling an estimated $20.1K and leaving 9,442 shares worth $434K. The position accounts for 0.22% of the portfolio, ranked #108.

Castleview Partners first reported a position in TFC in Q2 2021 and has held it in 18 quarters since. The position peaked at $485K in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

  • Castleview Partners held 9,442 shares of Truist Financial worth $434K as of Q1 2026.
  • Castleview Partners sold 407 Truist Financial shares in Q1 2026, an estimated $20.1K.
  • Truist Financial made up 0.22% of Castleview Partners's portfolio in Q1 2026, its #108 holding.
  • Castleview Partners first reported a position in Truist Financial in Q2 2021 and has held it in 18 quarters since.
  • Castleview Partners's Truist Financial position peaked at $485K in Q4 2025.
  • 1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.