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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

CoreCap Advisors's TFC Position: Q2 2026 in Review

CoreCap Advisors increased its Truist Financial (TFC) stake by 14% in Q2 2026, buying an estimated $6.2K and bringing the position to 1,037 shares worth $51.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

CoreCap Advisors first reported a position in TFC in Q4 2021 and has held it in 14 quarters since. The position peaked at $363K in Q4 2021. 385 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

  • CoreCap Advisors held 1,037 shares of Truist Financial worth $51.6K as of Q2 2026.
  • CoreCap Advisors bought 126 Truist Financial shares in Q2 2026, an estimated $6.2K.
  • Truist Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1392 holding.
  • CoreCap Advisors first reported a position in Truist Financial in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Truist Financial position peaked at $363K in Q4 2021.
  • 385 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.