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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
2014
Q2 		– Sell
-35,700
Closed -$1.43M – 142
2014
Q1 		$1.43M Buy
+35,700
New +$1.37M 0.37% 72

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

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.