Castleview Partners
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
Q3 		$631K Buy
13,627
+1,907
+16% +$96.9K 0.28% 84
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

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Assenagon Asset Management
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Godsey & Gibb Inc
Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Castleview Partners's TFC Position: Q3 2026 in Review

Castleview Partners increased its Truist Financial (TFC) stake by 16% in Q3 2026, buying an estimated $96.9K and bringing the position to 13,627 shares worth $631K. The position accounts for 0.28% of the portfolio, ranked #84.

Castleview Partners first reported a position in TFC in Q2 2021 and has held it in 20 quarters since. 331 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Castleview Partners held 13,627 shares of Truist Financial worth $631K as of Q3 2026.
  • Castleview Partners bought 1,907 Truist Financial shares in Q3 2026, an estimated $96.9K.
  • Truist Financial made up 0.28% of Castleview Partners's portfolio in Q3 2026, its #84 holding.
  • Castleview Partners first reported a position in Truist Financial in Q2 2021 and has held it in 20 quarters since.
  • 331 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.