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Cornerstone Advisors’s Truist Financial TFC Stock Holding History

Cornerstone 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
2025
Q4 		– Sell
-20,600
Closed -$942K – 256
2025
Q3 		$942K Hold
20,600
– – 0.03% 205
2025
Q2 		$886K Hold
20,600
– – 0.03% 221
2025
Q1 		$848K Hold
20,600
– – 0.04% 226
2024
Q4 		$894K Hold
20,600
– – 0.04% 222
2024
Q3 		$881K Hold
20,600
– – 0.03% 239
2024
Q2 		$800K Sell
20,600
-30,500
-60% -$1.15M 0.03% 259
2024
Q1 		$1.99M Hold
51,100
– – 0.08% 211
2023
Q4 		$1.89M Sell
51,100
-300
-0.6% -$9.42K 0.08% 215
2023
Q3 		$1.47M Buy
+51,400
New +$1.58M 0.07% 234
2021
Q2 		– Sell
-108,965
Closed -$6.36M – 218
2021
Q1 		$6.36M Hold
108,965
– – 0.56% 45
2020
Q4 		$5.22M Hold
108,965
– – 0.46% 51
2020
Q3 		$4.15M Hold
108,965
– – 0.37% 67
2020
Q2 		$4.09M Buy
108,965
+10,000
+10% +$360K 0.38% 63
2020
Q1 		$3.05M Buy
98,965
+10,000
+11% +$473K 0.34% 73
2019
Q4 		$5.01M Buy
+88,965
New +$4.82M 0.41% 70
2019
Q1 		$3.07M Hold
66,000
– – 0.25% 104
2018
Q4 		$2.86M Hold
66,000
– – 0.25% 106
2018
Q3 		$3.2M Buy
+66,000
New +$3.39M 0.23% 119
2018
Q1 		– Sell
-34,000
Closed -$1.69M – 237
2017
Q4 		$1.69M Hold
34,000
– – 0.19% 145
2017
Q3 		$1.6M Buy
34,000
+6,000
+21% +$276K 0.18% 150
2017
Q2 		$1.27M Buy
28,000
+9,000
+47% +$391K 0.23% 111
2017
Q1 		$849K Buy
+19,000
New +$888K 0.15% 136
2014
Q3 		– Sell
-19,500
Closed -$769K – 272
2014
Q2 		$769K Hold
19,500
– – 0.15% 169
2014
Q1 		$783K Hold
19,500
– – 0.18% 154
2013
Q4 		$728K Buy
19,500
+4,000
+26% +$138K 0.18% 149
2013
Q3 		$523K Buy
15,500
+5,000
+48% +$175K 0.17% 143
2013
Q2 		$356K Buy
+10,500
New +$335K 0.14% 160

Other funds holding TFC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cornerstone Advisors's TFC Position: Q4 2025 in Review

Cornerstone Advisors sold out of Truist Financial (TFC) in Q4 2025, closing a stake of 20,600 shares — an estimated $942K sold.

Cornerstone Advisors first reported a position in TFC in Q2 2013 and held it in 27 quarters. The position peaked at $6.36M in Q1 2021. 1,669 funds tracked by Wall St. Rank hold TFC as of Q4 2025.

  • Cornerstone Advisors reported no remaining Truist Financial position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Advisors sold 20,600 Truist Financial shares in Q4 2025, an estimated $942K.
  • Cornerstone Advisors first reported a position in Truist Financial in Q2 2013 and held it in 27 quarters.
  • Cornerstone Advisors's Truist Financial position peaked at $6.36M in Q1 2021.
  • 1,669 funds tracked by Wall St. Rank held Truist Financial as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.