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Coldstream Capital Management’s Truist Financial TFC Stock Holding History

Coldstream Capital Management’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 		$1M Sell
20,103
-2,898
-13% -$143K 0.01% 483
2026
Q1 		$1.06M Buy
23,001
+267
+1% +$13.2K 0.01% 462
2025
Q4 		$1.12M Sell
22,734
-1,264
-5% -$58.2K 0.01% 416
2025
Q3 		$1.1M Buy
23,998
+3,631
+18% +$164K 0.01% 437
2025
Q2 		$876K Sell
20,367
-1,521
-7% -$59.5K 0.01% 460
2025
Q1 		$901K Buy
21,888
+533
+2% +$23.7K 0.02% 399
2024
Q4 		$926K Buy
21,355
+591
+3% +$26.4K 0.02% 399
2024
Q3 		$894K Buy
20,764
+2,171
+12% +$91.7K 0.02% 410
2024
Q2 		$722K Buy
18,593
+274
+1% +$10.3K 0.02% 412
2024
Q1 		$714K Buy
18,319
+1,461
+9% +$53.4K 0.02% 429
2023
Q4 		$622K Buy
16,858
+1,337
+9% +$42K 0.02% 421
2023
Q3 		$444K Buy
15,521
+493
+3% +$15.2K 0.01% 472
2023
Q2 		$456K Buy
15,028
+1,780
+13% +$55.3K 0.01% 482
2023
Q1 		$452K Sell
13,248
-534
-4% -$23.3K 0.02% 469
2022
Q4 		$593K Buy
+13,782
New +$605K 0.02% 376
2022
Q2 		$723K Buy
15,237
+1,761
+13% +$86.8K 0.03% 292
2022
Q1 		$764K Sell
13,476
-1,780
-12% -$110K 0.03% 274
2021
Q4 		$893K Buy
15,256
+8,056
+112% +$492K 0.03% 268
2021
Q3 		$274K Sell
7,200
-622
-8% -$34.8K 0.01% 327
2021
Q2 		$434K Buy
7,822
+503
+7% +$29.5K 0.02% 302
2021
Q1 		$427K Buy
7,319
+164
+2% +$8.99K 0.03% 240
2020
Q4 		$343K Buy
7,155
+1,162
+19% +$52.6K 0.02% 259
2020
Q3 		$228K Buy
+5,993
New +$226K 0.02% 278
2020
Q1 		– Sell
-3,880
Closed -$218K – 362
2019
Q4 		$218K Buy
+3,880
New +$210K 0.02% 314
2014
Q3 		– Sell
-47,083
Closed -$1.86M – 217
2014
Q2 		$1.86M Buy
47,083
+724
+2% +$27.8K 0.54% 57
2014
Q1 		$1.86M Buy
46,359
+793
+2% +$30.3K 0.6% 54
2013
Q4 		$1.7M Buy
45,566
+1,213
+3% +$41.9K 0.55% 56
2013
Q3 		$1.5M Buy
+44,353
New +$1.55M 0.49% 60

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's TFC Position: Q2 2026 in Review

Coldstream Capital Management reduced its Truist Financial (TFC) stake by 13% in Q2 2026, selling an estimated $143K and leaving 20,103 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #483.

Coldstream Capital Management first reported a position in TFC in Q3 2013 and has held it in 28 quarters since. The position peaked at $1.86M in Q1 2014. 1,707 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • Coldstream Capital Management held 20,103 shares of Truist Financial worth $1M as of Q2 2026.
  • Coldstream Capital Management sold 2,898 Truist Financial shares in Q2 2026, an estimated $143K.
  • Truist Financial made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #483 holding.
  • Coldstream Capital Management first reported a position in Truist Financial in Q3 2013 and has held it in 28 quarters since.
  • Coldstream Capital Management's Truist Financial position peaked at $1.86M in Q1 2014.
  • 1,707 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.