Continental Advisors’s Truist Financial TFC Stock Holding History

Continental Advisors’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
2024 Q2	–	Sell	-50,000	Closed	-$1.95M	–	46
2024 Q1	$1.95M	Sell	50,000 -65,200	-57%	-$2.39M	0.79%	35
2023 Q4	$4.25M	Hold	115,200	–	–	1.66%	17
2023 Q3	$3.3M	Buy	115,200 +41,000	+55%	+$1.26M	1.76%	23
2023 Q2	$2.25M	Buy	74,200 +55,000	+286%	+$1.71M	1.02%	33
2023 Q1	$655K	Hold	19,200	–	–	0.35%	40
2022 Q4	$826K	Buy	+19,200	New	+$842K	0.43%	54
2021 Q1	–	Sell	-7,000	Closed	-$336K	–	73
2020 Q4	$336K	Sell	7,000 -3,000	-30%	-$136K	0.15%	69
2020 Q3	$381K	Hold	10,000	–	–	0.2%	81
2020 Q2	$376K	Buy	+10,000	New	+$360K	0.2%	76

Other funds holding TFC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Continental Advisors's TFC Position: Q1 2026 in Review

Continental Advisors reduced its Truist Financial (TFC) stake by 13% in Q1 2026, selling an estimated $1.06M and leaving 139,650 shares worth $6.42M. The position accounts for 3.28% of the portfolio, ranked #7.

Continental Advisors first reported a position in TFC in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.93M in Q4 2025. 1,641 funds tracked by Wall St. Rank hold TFC as of Q1 2026.

Continental Advisors held 139,650 shares of Truist Financial worth $6.42M as of Q1 2026.
Continental Advisors sold 21,522 Truist Financial shares in Q1 2026, an estimated $1.06M.
Truist Financial made up 3.28% of Continental Advisors's portfolio in Q1 2026, its #7 holding.
Continental Advisors first reported a position in Truist Financial in Q4 2019 and has held it in 26 quarters since.
Continental Advisors's Truist Financial position peaked at $7.93M in Q4 2025.
1,641 funds tracked by Wall St. Rank held Truist Financial as of Q1 2026.

Based on Continental Advisors's 13F filing for Q1 2026, filed 15 May 2026.