Cornerstone Advisors Asset Management’s Truist Financial TFC Stock Holding History

Cornerstone Advisors Asset 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	$432K	Sell	8,668 -349	-4%	-$17.2K	0.06%	102
2026 Q1	$415K	Buy	9,017 +32	+0.4%	+$1.58K	0.06%	104
2025 Q4	$442K	Buy	8,985 +75	+0.8%	+$3.45K	0.07%	99
2025 Q3	$407K	Buy	8,910 +541	+6%	+$24.4K	0.07%	96
2025 Q2	$360K	Buy	8,369 +88	+1%	+$3.44K	0.07%	95
2025 Q1	$341K	Buy	8,281 +73	+0.9%	+$3.25K	0.07%	107
2024 Q4	$356K	Hold	8,208	–	–	0.08%	91
2024 Q3	$351K	Hold	8,208	–	–	0.08%	89
2024 Q2	$319K	Hold	8,208	–	–	0.09%	86
2024 Q1	$320K	Hold	8,208	–	–	0.11%	87
2023 Q4	$303K	Hold	8,208	–	–	0.11%	86
2023 Q3	$235K	Buy	+8,208	New	+$252K	0.09%	89

Other funds holding TFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cornerstone Advisors Asset Management's TFC Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its Truist Financial (TFC) stake by 3.9% in Q2 2026, selling an estimated $17.2K and leaving 8,668 shares worth $432K. The position accounts for 0.06% of the portfolio, ranked #102.

Cornerstone Advisors Asset Management first reported a position in TFC in Q3 2023 and has held it in 12 quarters since. The position peaked at $442K in Q4 2025. 1,696 funds tracked by Wall St. Rank hold TFC as of Q2 2026.

Cornerstone Advisors Asset Management held 8,668 shares of Truist Financial worth $432K as of Q2 2026.
Cornerstone Advisors Asset Management sold 349 Truist Financial shares in Q2 2026, an estimated $17.2K.
Truist Financial made up 0.06% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #102 holding.
Cornerstone Advisors Asset Management first reported a position in Truist Financial in Q3 2023 and has held it in 12 quarters since.
Cornerstone Advisors Asset Management's Truist Financial position peaked at $442K in Q4 2025.
1,696 funds tracked by Wall St. Rank held Truist Financial as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.