CoreCap Advisors
TFC icon

CoreCap Advisors’s Truist Financial TFC Stock Holding History

CoreCap 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
2026
Q3 		$52.9K Buy
1,143
+106
+10% +$5.39K ﹤0.01% 1367
2026
Q2 		$51.6K Buy
1,037
+126
+14% +$6.2K ﹤0.01% 1392
2026
Q1 		$41.9K Sell
911
-65
-7% -$3.21K ﹤0.01% 1382
2025
Q4 		$48K Sell
976
-44
-4% -$2.03K ﹤0.01% 1356
2025
Q3 		$46.6K Sell
1,020
-46
-4% -$2.07K ﹤0.01% 1352
2025
Q2 		$45.8K Sell
1,066
-163
-13% -$6.38K ﹤0.01% 1290
2025
Q1 		$50.6K Sell
1,229
-427
-26% -$19K ﹤0.01% 1163
2024
Q4 		$71.8K Buy
1,656
+735
+80% +$32.8K ﹤0.01% 1038
2024
Q3 		$39.4K Buy
921
+472
+105% +$19.9K ﹤0.01% 1293
2024
Q2 		$17.4K Buy
449
+224
+100% +$8.46K ﹤0.01% 946
2024
Q1 		$8.77K Buy
+225
New +$8.23K ﹤0.01% 1775
2022
Q4 		$152K Buy
+3,539
New +$155K 0.01% 599
2022
Q3 		– Sell
-5,259
Closed -$249K – 1925
2022
Q2 		$249K Sell
5,259
-595
-10% -$29.3K 0.02% 465
2022
Q1 		$332K Sell
5,854
-346
-6% -$21.4K 0.02% 385
2021
Q4 		$363K Buy
+6,200
New +$379K 0.02% 410

Other funds holding TFC

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
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
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 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

CoreCap Advisors's TFC Position: Q3 2026 in Review

CoreCap Advisors increased its Truist Financial (TFC) stake by 10% in Q3 2026, buying an estimated $5.39K and bringing the position to 1,143 shares worth $52.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

CoreCap Advisors first reported a position in TFC in Q4 2021 and has held it in 15 quarters since. The position peaked at $363K in Q4 2021. 448 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • CoreCap Advisors held 1,143 shares of Truist Financial worth $52.9K as of Q3 2026.
  • CoreCap Advisors bought 106 Truist Financial shares in Q3 2026, an estimated $5.39K.
  • Truist Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1367 holding.
  • CoreCap Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 15 quarters since.
  • CoreCap Advisors's Truist Financial position peaked at $363K in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.