Cornerstone Advisory
TFC icon

Cornerstone Advisory’s Truist Financial TFC Stock Holding History

Cornerstone Advisory’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 		$880K Buy
18,997
+24
+0.1% +$1.22K 0.07% 121
2026
Q2 		$945K Buy
18,973
+103
+0.5% +$5.07K 0.08% 114
2026
Q1 		$867K Buy
18,870
+192
+1% +$9.49K 0.08% 110
2025
Q4 		$919K Buy
18,678
+30
+0.2% +$1.38K 0.09% 101
2025
Q3 		$853K Buy
18,648
+83
+0.4% +$3.74K 0.08% 106
2025
Q2 		$798K Sell
18,565
-524
-3% -$20.5K 0.09% 111
2025
Q1 		$744K Buy
19,089
+59
+0.3% +$2.63K 0.09% 110
2024
Q4 		$891K Sell
19,030
-769
-4% -$34.3K 0.1% 96
2024
Q3 		$847K Sell
19,799
-555
-3% -$23.4K 0.11% 95
2024
Q2 		$791K Buy
20,354
+708
+4% +$26.7K 0.11% 87
2024
Q1 		$766K Buy
19,646
+80
+0.4% +$2.93K 0.11% 102
2023
Q4 		$722K Sell
19,566
-1,827
-9% -$57.4K 0.11% 109
2023
Q3 		$612K Sell
21,393
-12,555
-37% -$386K 0.11% 114
2023
Q2 		$1.03M Buy
33,948
+634
+2% +$19.7K 0.18% 80
2023
Q1 		$1.14M Sell
33,314
-680
-2% -$29.7K 0.2% 73
2022
Q4 		$1.46M Buy
33,994
+1,124
+3% +$49.3K 0.29% 54
2022
Q3 		$1.43M Sell
32,870
-108
-0.3% -$5.2K 0.32% 54
2022
Q2 		$1.56M Sell
32,978
-21,936
-40% -$1.08M 0.36% 50
2022
Q1 		$3.11M Buy
54,914
+6,641
+14% +$410K 0.47% 40
2021
Q4 		$2.83M Hold
48,273
– – 0.41% 42
2021
Q3 		$2.83M Sell
48,273
-848
-2% -$47.4K 0.47% 42
2021
Q2 		$2.73M Buy
49,121
+25,250
+106% +$1.48M 0.46% 41
2021
Q1 		$1.39M Sell
23,871
-164
-0.7% -$8.99K 0.26% 72
2020
Q4 		$1.15M Buy
24,035
+13,231
+122% +$599K 0.23% 81
2020
Q3 		$411K Sell
10,804
-9,445
-47% -$356K 0.1% 139
2020
Q2 		$760K Buy
20,249
+5,947
+42% +$214K 0.2% 86
2020
Q1 		$441K Buy
14,302
+5,912
+70% +$280K 0.13% 99
2019
Q4 		$473K Buy
+8,390
New +$454K 0.1% 116

Other funds holding TFC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Cornerstone Advisory's TFC Position: Q3 2026 in Review

Cornerstone Advisory increased its Truist Financial (TFC) stake by 0.13% in Q3 2026, buying an estimated $1.22K and bringing the position to 18,997 shares worth $880K. The position accounts for 0.07% of the portfolio, ranked #121.

Cornerstone Advisory first reported a position in TFC in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.11M in Q1 2022. 957 funds tracked by Wall St. Rank hold TFC as of Q3 2026.

  • Cornerstone Advisory held 18,997 shares of Truist Financial worth $880K as of Q3 2026.
  • Cornerstone Advisory bought 24 Truist Financial shares in Q3 2026, an estimated $1.22K.
  • Truist Financial made up 0.07% of Cornerstone Advisory's portfolio in Q3 2026, its #121 holding.
  • Cornerstone Advisory first reported a position in Truist Financial in Q4 2019 and has held it in 28 quarters since.
  • Cornerstone Advisory's Truist Financial position peaked at $3.11M in Q1 2022.
  • 957 funds tracked by Wall St. Rank held Truist Financial as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.